近日有报道称，英特尔已与苹果接洽，探讨可能的投资和深化合作的方式。目前双方的接触仍处于早期 阶段，暂时还无法达成协议。同时英特尔也在联系其他公司，探索潜在的投资和合作交易。 台积电董事长兼首席执行官魏哲家已经明确表示，不会考虑收购或者入股英特尔的制造部门，以避免技 术泄露和潜在的竞争风险。另外由于英特尔参与了众多与国防和国家安全相关的项目，加上美国政府已 是其最大单一股东，台积电对英特尔的相关投资也要经过美国政府的评估和审查。 据TrendForce报道，有业内人士透露，英特尔另外接触的合作方还包括了台积电（TSMC），讨论潜在 的投资或制造合作伙伴关系。英特尔是在与苹果接洽后不久，再与台积电进行了联系。不过对于双方而 言，这都是一个漫长而复杂的过程，台积电的主要担忧是潜在的技术泄露，领先的半导体制造技术是台 积电长期增长的主要动力之一。 外界非常怀疑英特尔是否还有能力提供尖端芯片所需要的生产能力，并提供相应的性能指标，所以一直 在讨论英特尔是否应该将制造部门剥离。英特尔长期以来都面临股东的压力，要求分拆制造部分并专注 于芯片设计。 ...

公众号记得加星标⭐️，第一时间看推送不会错过。 当人们提到以色列时，往往会想到"创业之国"这一标签。然而，经过数十年的发展，以色列 已悄然蜕变为一个全球半导体产业强国，在重塑全球芯片版图中扮演着举足轻重的角色。 这个面积仅有2万平方公里的中东小国，如今拥有约200家半导体企业，年出口额超过100亿美 元，占全国出口额的5%，并在全球计量检测领域占据30%的市场份额，在不知不觉中，以色 列早已成为了半导体行业绕不过去的一环。 厚积薄发： 从零到全球领先的发展轨迹 回溯以色列半导体产业的起点，1964 年是无法绕过的关键年份。这一年，全球半导体巨头摩托罗 拉作出了一个当时看来颇具前瞻性的决定 —— 在以色列设立首个半导体研发中心。彼时的以色 列，刚刚结束建国初期的动荡，工业基础尚在搭建阶段，摩托罗拉的入驻，不仅带来了先进的半导 体技术与研发理念，更像一颗 "种子"，在这片土地上播下了半导体产业的基因。 在摩托罗拉奠定的基础上，以色列半导体产业在随后的十余年间，以稳扎稳打的节奏逐步构建起产 业骨架。1974 年，科技巨头微软紧随其后，在以色列设立首个研发中心，进一步壮大了当地的技 术研发力量，也让半导体产业与软件、 ...

Executive SummaryThe Dow Jones Industrial Average has demonstrated remarkable resilience in September 2025, defying historical trends that typically mark this month as challenging for equities. As of September 27, 2025, the index stands at approximately 46,093 points, having crossed the historic 46,000 milestone earlier this month. The index has achieved a year-to-date return of approximately 7.6%, supported by the Federal Reserve’s shift toward monetary easing and sustained corporate earnings strength desp ...

北京时间9月26日，据《华尔街日报》报道，英特尔CEO陈立武(Lip-Bu Tan)一直在积极奔走，为公司复苏争取必要的投资和客户承诺。 据知情人士透露，英特尔为获得投资或达成制造合作接洽的公司中包括苹果和台积电。 知情人士称，英特尔的这些努力早在美国总统特朗普上个月对该公司表现出兴趣之前就已展开，但是自从美国政府收购了英特尔10%股份后，英特尔的 这些行动已提速。 特朗普政府一直在利用其影响力帮助英特尔扭转颓势。数月来，美国商务部长霍华德·卢特尼克(Howard Lutnick)和其他政府官员一直敦促科技公司与英 特尔展开更紧密的合作，这促成了软银和英伟达对英特尔的投资。英特尔曾是半导体行业的长期霸主，直到被台积电等企业超越。 据知情人士透露，今年早些时候，陈立武曾与苹果CEO蒂姆·库克(Tim Cook)会面，并与台积电CEO魏哲家(C.C. Wei)就合作或建立合资公司事宜进行 了沟通。 台积电 多年来，苹果一直在其Mac电脑中使用英特尔芯片作为中央处理器，但几年前已改为使用自研芯片。iPhone也同样使用苹果自研芯片。 尽管软银、英伟达已分别同意向英特尔投资20亿美元、50亿美元，但是今年上半年亏损3 ...

点击查看更多企业ESG评级。 来源：ESG评级中心 据新浪财经ESG评级中心，2025年09月26日，英特尔（INTC.US）MSCI（明晟）ESG评级由AAA调降 至AA。 ...

Welcome to the rap. I'm Marley Kaden here to take you through this week's market action. All four major indices slipped after hitting all-time highs earlier in the week.The S&P 500 was down.3%, the Nasdaq 100 down 4%. The Dow declined by2% and small caps were down 6%. Looking at the sectors, energy was the best performer, up almost 5% with utilities up nearly 3%.Communications closed as the biggest lagard, selling off nearly 3% while materials also fell 2%. The biggest S&P 500 winner of the week was Intel w ...

In an Aug. 25 post [1] captioned “The Art of the Deal: Intel,” Secretary of Commerce Howard Lutnick said the president decided it would be “fair” if “America had shares” in Intel in exchange for the monetary support, which in total comes to $11.1 billion.What the Trump administration has done is rewritten the terms of the deal.The company has been paid $2.2 billion in CHIPS grants but needed to meet certain milestones to receive the remaining $6 billion, which was looking unlikely.The 2022 CHIPS and Science ...

U.S. stock markets experienced a rebound on Friday, September 26, 2025, as investors reacted positively to inflation data that largely met expectations, helping major indexes snap a three-day losing streak. The Dow Jones Industrial Average (DJIA) led the gains, while the tech-heavy Nasdaq Composite (IXIC) saw a more modest rise, reflecting continued sector-specific pressures. The day's performance comes ahead of a critical week packed with economic announcements and Federal Reserve insights, keeping market ...

If you want to find good companies at bargain prices that will provide you with long-term returns and dividends in any investing climate, then my Seeking Alpha Marketplace service (Good Stocks@Bargain Prices) is a good match for you.Intel Corporation (NASDAQ: INTC ) is the sixth-largest semiconductor firm in the world. It used to manufacture PC microprocessors and has pushed deeper into data centers, AI, and chip manufacturing now. Recently, Intel hasGrant Gigliotti is the founder of Beat The Market Analyze ...

Welcome back to Market on Close. I'm Marley Caden here in Chicago alongside Sam Bodis at the New York Stock Exchange. We'll close out this Friday's show with some thoughts on today's session and the week on the whole.First, of course, the tariff news. We got a swath of new tariffs today. 100% tariff on any branded pharmaceutical.This is a move the president says will incentivize drug companies to move manufacturing operations to the US. Also, kitchen cabinets and bathroom vanities will see 50% tariffs after ...