--- title: "Wall Street is optimistic about Chen Liwu steering Intel, but remains cautious" description: "Intel appoints Chen Liwu as the new CEO, attracting Wall Street's attention. The market is full of expectations for his leadership abilities but remains cautious. Following Chen Liwu's appointment, In" type: "news" locale: "en" url: "https://longbridge.com/en/news/231713951.md" published_at: "2025-03-13T14:13:27.000Z" --- # Wall Street is optimistic about Chen Liwu steering Intel, but remains cautious > Intel appoints Chen Liwu as the new CEO, attracting Wall Street's attention. The market is full of expectations for his leadership abilities but remains cautious. Following Chen Liwu's appointment, Intel's stock price rose over 16%. Analysts are encouraged by him, believing that his experience in the semiconductor industry will bring transformation to the company. KeyBanc analysts maintain an "Equal Weight" rating with a target price of $20; Morgan Stanley analysts maintain a "Hold" rating with a target price of $25 According to Zhitong Finance APP, Intel (INTC.US) has appointed Chen Liwu as the new CEO, a decision that has garnered widespread attention on Wall Street and injected a dose of optimism into the future of this chip manufacturer. Chen Liwu's extensive experience and outstanding achievements in the semiconductor industry have led the market to have high expectations for his leadership capabilities. However, Intel still faces severe challenges, and the market remains cautious about its future performance. After the announcement of Chen Liwu's appointment as the new CEO, Intel's stock price rose by more than 16% in early trading, while other semiconductor companies, including competitors AMD (AMD.US) and NVIDIA (NVDA.US), faced sell-offs. In response, KeyBanc Capital Markets analyst John Vinh expressed encouragement regarding Chen Liwu's appointment, noting that during his 12 years at Cadence Design Systems (CDNS), he created significant shareholder value and has an in-depth understanding of Intel's business as a member of Intel's board of directors. Vinh stated, "Despite the many challenges Intel currently faces, we are encouraged by Chen Liwu's appointment. We look forward to hearing more about his strategies to turn Intel around." He maintained an "Equal Weight" rating on Intel and set a target price of $20. Morgan Stanley analyst Joseph Moore shared a similar view. He praised Chen Liwu for having "very strong" industry knowledge and a high reputation in the industry. Although Chen Liwu has limited experience with companies like Intel, Moore believes his appointment will bring new vitality and transformation to the company. The analyst maintained a "Hold" rating on Intel with a target price of $25. He wrote, "If the company continues to prioritize the development of world-class foundries, we especially hope to see the company gain more experience in this area. Our sense is that, given Chen Liwu's commitment to these two aspects in his comments, this reduces the likelihood of divesting foundries or products. However, there are still significant challenges, as delays in the server roadmap, a lack of recent AI products, a competitive client CPU market, and over $10 billion in losses in the foundry business over the past 12 months pose challenges for the company's near-term growth and profitability, with no quick solutions. However, decisive and swift action surrounding the CEO decision is a good start." After Chen Liwu's appointment, Bank of America analyst Vivek Arya upgraded Intel's rating to "Neutral," stating that Intel currently faces "a better opportunity to turn a profit." He believes that under Chen Liwu's leadership, Intel has a greater chance of restructuring and turning the situation around. Intel's strong influence and brand position in the enterprise PC/server CPU sector increase the likelihood of success. Arya wrote, "Improving market conditions may also pave the way for Intel to gradually divest its Altera and automotive assets, thereby reducing the leverage on its balance sheet. Intel's substantial transformation is still underway, but if executed properly, it could create headwinds for peers like AMD, as AMD's share in the PC/server CPU market has been steadily increasing so far." ### Related Stocks - [INTC.US - Intel](https://longbridge.com/en/quote/INTC.US.md) - [CP00062.US - Semiconductor](https://longbridge.com/en/quote/CP00062.US.md) - [BAC.US - Bank of America](https://longbridge.com/en/quote/BAC.US.md) - [MS.US - Morgan Stanley](https://longbridge.com/en/quote/MS.US.md) - [NVDL.US - GraniteShares 2x Long NVDA Daily ETF](https://longbridge.com/en/quote/NVDL.US.md) - [NVDA.US - NVIDIA](https://longbridge.com/en/quote/NVDA.US.md) - [NVDY.US - YieldMax NVDA Option Income Strategy ETF](https://longbridge.com/en/quote/NVDY.US.md) ## Related News & Research | Title | Description | URL | |-------|-------------|-----| | CPU 供应短缺再升级，英特尔和 AMD 被曝告知中国客户交货延长 | 英特尔和 AMD 已通知中国客户，服务器用中央处理器（CPU）出现供应短缺，交货期可能延长至六个月。供货紧张导致英特尔服务器产品在中国市场价格上涨逾 10%。中国市场占英特尔总营收的 20% 以上，第四代和第五代至强（Xeon）CPU 供应 | [Link](https://longbridge.com/en/news/275112327.md) | | 英特尔在印度进行长期投资，然而英特尔股票（纳斯达克：INTC）依然下跌 | 英特尔（INTC）致力于在印度进行长期运营，专注于半导体制造和人工智能开发。尽管如此，投资者情绪导致股价略有下滑。英特尔印度旨在增强技术生态系统，与塔塔合作生产人工智能个人电脑。分析师对 INTC 维持持有评级，目标价为 48.21 美元， | [Link](https://longbridge.com/en/news/276481958.md) | | 消息人士表示，英特尔已通知中国客户，部分 CPU 的交货周期可能长达六个月 | 英特尔通知中国客户，部分 CPU 的交货时间可能长达六个月，消息人士称 | [Link](https://longbridge.com/en/news/275076675.md) | | 期权热点｜周二 INTC 大跌 6%，部分看跌期权飙升 300% | 美东时间 02 月 10 日，英特尔期权总成交 586753 张，看涨期权占比 65%，看跌期权占比 34%。 | [Link](https://longbridge.com/en/news/275549473.md) | | 全球首秀！英特尔亮出 ZAM 内存原型：单芯 512GB、功耗砍半，正面硬刚 HBM | 英特尔与软银合作开发的 Z-Angle Memory（ZAM）内存技术首次亮相，单芯片容量可达 512GB，功耗降低 40%-50%。该技术采用垂直堆叠架构，旨在挑战高带宽内存（HBM）市场。ZAM 原型计划于 2027 年推出，2030 | [Link](https://longbridge.com/en/news/275571223.md) | --- > **Disclaimer**: This article is for reference only and does not constitute any investment advice.