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股价

半导体

英特尔

陈立武

10倍回报

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股价飙2倍只是“热身” 陈立武要英特尔飙10倍

股价飙2倍只是“热身” 陈立武要英特尔飙10倍
股价飙2倍只是“热身” 陈立武要英特尔飙10倍

(纽约22日讯)英特尔(Intel)总执行长陈立武扬言,要在5至10年内,为股东创造10倍回报,并直言过去14个月股价约6倍涨幅“只是热身”。

截至6月18日,英特尔股价收涨10.64%,市值攀升至6734亿美元(约2兆7907亿令吉),年初至今累计涨幅超过263%。

综合外媒报导,陈立武日前接受科技播客《No Priors》专访时指出,66岁的他在原本已准备退休陪伴家人,但2025年再度接获英特尔邀请时,许多业界好友劝他不要接手,担心失败将毁掉多年声誉。

不过,一名客户好友的一句话改变了他的决定。

阅读更多

“英特尔是半导体业的基石,也是美国战略核心企业,如果有能力救活它,退休前应该完成这件事。”


大刀阔斧改革

陈立武说,上任后首要任务就是修复资产负债表,建立健康现金流,因为没有稳固财务基础,再先进的技术投资与扩产计划都难以持续。

在稳住财务后,他随即对公司展开大刀阔斧改革,包括削减官僚层级、建立直接问责制度、提高工程师地位,以及全面推动人工智能(AI)化管理。

他要求所有核心工程团队直接向自己汇报,并规定员工必须即时掌握客户负面反馈,若客户问题先传到他耳中,相关主管将被追责。

陈立武表示,英特尔庞大规模难以复制他过去在益华电脑(Cadence)创下的百倍回报,但10倍目标仍是可实现的路线。

他预期,真正的价值将在2030年至2032年间全面释放,届时市场将重新认识英特尔。

“我的长期目标是5至10年内实现10倍股东回报。”

CPU正迎来复兴时期

谈及AI时代的晶片竞争,陈立武提出一项与市场主流不同的观点,他认为,电脑中央处理器(CPU) 并没有被”图形处理器(GPU)取代,反而正迎来复兴。

他指出,随着Agentic AI及推理运算需求崛起,CPU在推理、强化学习及代理协调等领域的重要性正不断提升。

在训练阶段,CPU与GPU比例已由过去的1比8改善至1比4;进入推理阶段后,更有望进一步接近1比1。

这也意味着,CPU的价值被市场低估。

陈立武透露,英特尔未来不只卖晶片,而是朝向提供完整解决方案发展,涵盖晶片、软体甚至整个机柜系统。

此外,英特尔目前也在与马斯克合作推动“Terefab”计划。在合作框架下,马斯克将自建晶圆厂,而英特尔则提供技术与制程支援。



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股价

半导体

英特尔

陈立武

10倍回报

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