Intel Corp. (NASDAQ: INTC) CEO Lip-Bu Tan has been working aggressively to line up funding and customer partnerships critical to the company's turnaround. It was reported on Thursday that he has reached out to Taiwan Semiconductor Manufacturing Company Ltd. (NYSE: TSM) as well. Partnerships and InvestmentsIntel has reached out to Apple, Inc. (NASDAQ: AAPL) and TSMC about potential collaborations, according to the Wall Street Journal.Read Next: Rigetti, D-Wave, IonQ Set To Disrupt Everything—Expert Goes All ...

Chipmaker Intel has approached Taiwan Semiconductor Manufacturing Company about investments in manufacturing or partnerships, the Wall Street Journal reported on Thursday, citing people familiar with ... ...

Intel (INTC) shares are extending gains on Thursday morning following reports the chipmaker has approached Apple (AAPL) for a strategic investment. The market is reading the news as part of INTC’s broader commitment to regain relevance in the global semiconductor industry. More News from Barchart Intel stock has been in a sharp uptrend ever since it secured a multibillion-dollar deal with the U.S. government. Last week, Nvidia (NVDA) threw it a $5 billion lifeline as well. At the time of writing, INTC ...

The rumor mill is now swirling with positive stories about Intel, a contrast from the past few years.Shares of Intel (INTC 9.22%) rallied for the second day in a row on Thursday, up 6.4% as of 12:23 p.m. ET.Intel received good news yesterday regarding the end-demand fundamentals of its key end markets. However, the stock's strong rally over the past month has generally been due to investments from outside parties, including Nvidia, SoftBank, and the U.S. government. Last night, another rumor emerged regardi ...

The semiconductor maker has been winning support from other tech companies following the deal that gave the U.S. government a 10% stake. ...

Key Points A media report stated that the two companies have held discussions recently. These apparently concern a new partnership, an investment by Apple, or both. 10 stocks we like better than Intel › The hot trend in big tech now, it seems, is to plow vast amounts of capital into Intel (NASDAQ: INTC). Last month, the federal government invested a cool $8.9 billion to own roughly 10% of the chipmaker's equity. Closely following that, Asian tech conglomerate SoftBank bought into the company with ...

Intel reportedly approached Apple about an investment, but absent "obvious benefits†to the smartphone giant, some analysts say the company would be better off just repurchasing more of its own stock. ...

公司近期融资与合作动态 - 英特尔近期获得多项重大投资，包括英伟达投资50亿美元并获得约4%的股份[1]，以及美国联邦政府持有10%股份并提供约100亿美元资金用于建厂[2] - 英特尔上个月还从软银集团获得20亿美元的股权投资[3] - 英特尔已与苹果公司接洽寻求投资，并讨论更紧密合作，该消息推动英特尔股价在周三收盘大涨逾6%[1][3] - 英特尔还在与其他公司就可能的投资和合作关系进行接触[3] 公司战略与业务重点 - 英特尔首席执行官陈立武正积极引入合作伙伴以帮助公司扭亏[1] - 与英伟达的合作包括联合开发PC芯片和数据中心芯片，但不涉及代工业务[1] - 达成有利可图的合作伙伴关系和说服外部客户使用英特尔的芯片制造工厂是其未来增长的关键[3] - 公司对于代工业务持坚守态度，正推动代工战略进入下一阶段，并采取行动打造财务纪律严明的代工业务[5] 公司技术进展与制造能力 - 英特尔亚利桑那州的Fab 52工厂已成功完成Intel 18A的流片，该节点的大规模量产将率先在俄勒冈州实现，亚利桑那州制造预计今年晚些时候进入量产爬坡[5] - 英特尔代工已与主要客户就Intel 14A制程工艺展开合作，并发送了早期版本的制程工艺设计工具包[5] - 获取大客户和长期代工订单对提高产线利用率和毛利率至关重要，并为后续14A/18A等节点的研发量产形成正循环[4] 市场表现与行业背景 - 英特尔股价自8月中旬以来已累计上涨逾40%，今年迄今累计上涨约54%[3] - 英特尔在AI竞赛中举步维艰，落后于英伟达和AMD等同行[1] - 在竞争激烈的半导体产业，单靠资金投入或成本控制不足以扭转局面，关键还是要快速技术迭代和获得更多客户[4] 潜在合作方苹果的视角 - 若苹果投资英特尔，将是继2020年转向自研芯片后对英特尔的又一次信任投票[3] - 新的合作伙伴关系将使严重依赖台积电的苹果实现芯片制造供应商多元化[3] - 潜在投资可能使英特尔对苹果的芯片进行封装[3]

美股市场表现 - 美股三大指数开盘大跌后企稳回暖 收复大部分跌幅 [3] - 市场对高估值的担忧盖过经济保持韧性的数据影响 自今年低点以来美国股市总市值上涨逾15万亿美元 [4] - 标普500指数12个月远期市盈率触及22.9高位 本世纪以来仅互联网泡沫时期和2020年夏季超过该水平 [4] 经济数据与美联储政策 - 美国首次申领失业金人数为21.8万人 低于经济学家预期的23.5万人 较前一周修正值减少1.4万人 [4] - 美国二季度GDP年化增速上修至3.8% 强于此前公布的3.3% 第一季度出现实际收缩 [4] - 美联储理事Stephen Miran主张主动降息 对上周降息25个基点投反对票 主张一次性下调50个基点 [5] 英特尔公司动态 - 英特尔股价暴涨超7% 公司就获得苹果投资事宜与其接触 相关磋商处于早期阶段 [6] - 英伟达宣布向英特尔出资50亿美元 软银集团投资20亿美元 美国政府持有英特尔约10%股权 [6] - 英特尔自8月初以来股价累计上涨逾60% 但丧失技术领先地位 未能有效抓住人工智能硬件热潮 [6][7] 中概股表现 - 纳斯达克中国金龙指数上涨0.62% 造车新势力表现抢眼 [7] - 蔚来汽车上涨5.62% 小鹏汽车上涨5.38% 理想汽车上涨2.38% [12][13] - 世纪互联暴涨9.98% 大全新能源上涨6.60% 金山云上涨6.10% [12]

记者丨 张嘉钰 周蕊 编辑丨曾静娇 和佳 9月25日，美股三大指数低开，截至北京时间22:46，道指跌0.1%，纳指跌0.48%，标普跌 0.4%。 | 美股指数 | | | | --- | --- | --- | | 道琼斯 | 纳斯达克 | 标普500 | | 46077.31 | 22390.73 | 6611.20 | | -43.97 -0.10% -107.13 -0.48% | | -26.77 -0.40% | | 中国金龙 | 纳指100期货 | 标普500期货 | | 8673.64 | 24611.25 | 6663.50 | | +44.27 +0.51% -128.00 -0.52% -28.75 -0.43% | | | 中国资产拉升 中概股新能源汽车股走高 美股科技七巨头跌多涨少，特斯拉跌超3%，其8月在欧盟的新注册量同比下降超36%至8220 辆。 谷歌、Meta跌逾1%。 苹果、英伟达分别上涨0.34%、0.35%。 明星个股方面，英特尔涨超5%，盘中一度涨至8%，触及2024年7月以来的最高水平。消息面 上，英特尔寻求让苹果提供投资，作为提振业务的后备计划。 自由港麦克莫兰 ...