英特尔宣布代工计划及亚马逊交易后股价上涨

周三,英特尔(NYSE:INTC)股价上涨2%,此前该公司证实计划拆分其代工部门,并宣布与亚马逊达成芯片交易。

INTC - Daily Chart

INTC—日图

英特尔股价在2023年的反弹在2024年停止,股价继续下跌,目前的价格为21美元。22美元的水平是进一步上涨的障碍。

英特尔股价上涨,原因是该公司与亚马逊签订了代工业务制造合同,将为亚马逊的云部门设计和生产人工智能芯片。英特尔将使用该公司最先进的制造技术18A工艺,为亚马逊提供“人工智能结构芯片”。有迹象表明,后续的AWS设计将使用即将到来的18AP和14A流程。

彭博社上周还报道称,英特尔已经从五角大楼获得了35亿美元的拨款,用于制造美国军用芯片。英特尔在个人电脑和服务器市场的市场份额被AMD夺走后,已失去投资者的青睐。这也与从cpu到gpu的行业同步,后者推动了人工智能领域的发展。

最近赢得亚马逊和五角大楼的合同可能标志着英特尔的一个转折点,尤其是亚马逊的交易,被视为对该公司芯片制造能力的强烈信心投票。

英特尔试图重获其在芯片制造领域的领导地位,这是一项资本密集型的努力,同时也受到了生产失误的伤害。该公司将为其铸造制造工厂建立一个独立的子公司。该公司错过了人工智能估值热潮,正在寻求收复失地。

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