<p><strong>英特尔</strong>(INTC -2.79%) 股票在周二的交易中下跌。截止东部时间下午 1:45，该半导体公司的股价下跌了 2.6%，在日内交易中曾一度下跌 3.2%。</p>
<p>今天，英特尔的股价下跌，原因是 <strong>台湾半导体制造公司</strong> 创始人张忠谋对这家美国公司的芯片制造策略和执行提出了批评。台积电在合同半导体制造市场中处于明显领先地位，而英特尔则花费数十亿美元试图追赶其竞争对手的生产能力。</p>
<h2>台积电创始人认为英特尔的制造赌注是个错误</h2>
<p>在前首席执行官帕特·基尔辛格最近离职后，张忠谋昨天批评了英特尔进军芯片代工领域的举动。他表示，英特尔应该专注于提升其在人工智能（AI）芯片设计方面的地位，而不是试图成为第三方芯片制造服务的主要参与者。</p>
<p>英特尔在半导体市场中占据独特地位，因为它除了设计业务外，还拥有可观的制造能力，并且公司生产许多自己的芯片。与此同时，大多数其他芯片设计公司选择将其芯片交由第三方制造，而没有任何公司能够接近台积电在制造领域的地位。英特尔一直在投资以改善和扩展其制造业务，但在这一领域取得重大成功至今仍然困难重重。</p>
<h2>英特尔的下一步是什么？</h2>
<p>在谈到英特尔当前的情况时，台积电的张忠谋表示：“他们目前既没有新战略，也没有新 CEO。找到这两者都非常困难。” 虽然张忠谋对竞争对手情况的评估可能显得严峻，但这突显了英特尔目前面临的一些挑战。</p>
<p>该公司面临来自 <strong>超微半导体</strong> 和 <strong>Arm</strong> 等竞争对手在中央处理器（CPU）设计市场的压力，其代工计划成本高昂而成果寥寥。引入新 CEO 并决定公司的战略将是新一轮扭转局面的重要第一步，英特尔必须确定是继续推进当前策略的修改版本，还是进行彻底的变革。</p>
<p>决定是否将设计和代工业务保持在同一公司旗下似乎是该公司目前面临的关键战略问题，其他部门也可能被出售。但尽管英特尔面临艰难的前进道路，一旦不确定性得到解决，新战略变得明确，股价可能会出现显著反弹。</p>
<p>在今天的抛售潮之后，英特尔的股价在 2024 年已下跌 60%。</p>

英特尔

<p>英特尔的股票下跌了 2.6%，原因是台积电创始人张忠谋对其芯片制造策略的批评。张忠谋建议英特尔应专注于人工智能芯片设计，而不是在第三方制造中竞争。随着首席执行官帕特·基尔辛格的近期离职，英特尔面临来自 AMD 和 Arm 等竞争对手的挑战。公司必须决定未来的战略，这可能涉及重组其设计和代工业务。尽管目前面临困难，一旦确立明确的战略，股票可能会出现反弹</p>

<p><strong>Intel</strong>(INTC -2.79%) stock is losing ground in Tuesday's trading. The semiconductor company's share price was down 2.6% as of 1:45 p.m. ET, and had been down as much as 3.2% earlier in the daily session.</p>
<div class="lb-trans"><p><strong>英特尔</strong>(INTC -2.79%) 股票在周二的交易中下跌。截止东部时间下午 1:45，该半导体公司的股价下跌了 2.6%，在日内交易中曾一度下跌 3.2%。</p>
</div><p>Intel stock is falling today after <strong>Taiwan Semiconductor Manufacturing</strong> founder Morris Chang made comments criticizing the U.S.-based company's strategy and execution in the chip fabrication space. TSMC is the clear leader in the contract semiconductor manufacturing market, and Intel has been spending billions trying to match its rival's production capabilities.</p>
<div class="lb-trans"><p>今天，英特尔的股价下跌，原因是 <strong>台湾半导体制造公司</strong> 创始人张忠谋对这家美国公司的芯片制造策略和执行提出了批评。台积电在合同半导体制造市场中处于明显领先地位，而英特尔则花费数十亿美元试图追赶其竞争对手的生产能力。</p>
</div><h2>TSMC's founder thinks Intel's fabrication bet was a mistake</h2>
<div class="lb-trans"><h2>台积电创始人认为英特尔的制造赌注是个错误</h2>
</div><p>Following the recent departure of former CEO Pat Gelsinger, Chang criticized Intel's push into the chip foundry space yesterday. Chang indicated that Intel should have focused on improving its position in designing artificial intelligence (AI) chips, rather than trying to become a major player in third-party chip fabrication services.</p>
<div class="lb-trans"><p>在前首席执行官帕特·基尔辛格最近离职后，张忠谋昨天批评了英特尔进军芯片代工领域的举动。他表示，英特尔应该专注于提升其在人工智能（AI）芯片设计方面的地位，而不是试图成为第三方芯片制造服务的主要参与者。</p>
</div><p>Intel occupies a unique position in the semiconductor market because it has substantial fabrication capabilities in addition to its design business, and the company manufactures many of its own chips. Meanwhile, most other chip designers opt to have their chips manufactured by a third party -- and no company comes close to matching TSMC's position in the fab space. Intel has been investing to improve and expand its fabrication business, but big wins in the category have proved elusive thus far.</p>
<div class="lb-trans"><p>英特尔在半导体市场中占据独特地位，因为它除了设计业务外，还拥有可观的制造能力，并且公司生产许多自己的芯片。与此同时，大多数其他芯片设计公司选择将其芯片交由第三方制造，而没有任何公司能够接近台积电在制造领域的地位。英特尔一直在投资以改善和扩展其制造业务，但在这一领域取得重大成功至今仍然困难重重。</p>
</div><h2>What's next for Intel?</h2>
<div class="lb-trans"><h2>英特尔的下一步是什么？</h2>
</div><p>Speaking on Intel's current situation, TSMC's Chang said, &#34;They currently have neither a new strategy nor a new CEO. Finding both is very difficult.&#34; While Chang's assessment of his competitor's situation may seem stark, it highlights some of the challenges facing Intel right now.</p>
<div class="lb-trans"><p>在谈到英特尔当前的情况时，台积电的张忠谋表示：“他们目前既没有新战略，也没有新 CEO。找到这两者都非常困难。” 虽然张忠谋对竞争对手情况的评估可能显得严峻，但这突显了英特尔目前面临的一些挑战。</p>
</div><p>The company has been facing pressures from rivals including <strong>Advanced Micro Devices</strong> and <strong>Arm</strong> in the central processing unit (CPU) design market, and its foundry initiatives have been heavy on costs and light on results. Bringing on a new CEO, and deciding what the company's strategy will be, are important first steps in a new turnaround push, and Intel will have to determine whether it will move forward with a modified version of its current approach or make a radical departure.</p>
<div class="lb-trans"><p>该公司面临来自 <strong>超微半导体</strong> 和 <strong>Arm</strong> 等竞争对手在中央处理器（CPU）设计市场的压力，其代工计划成本高昂而成果寥寥。引入新 CEO 并决定公司的战略将是新一轮扭转局面的重要第一步，英特尔必须确定是继续推进当前策略的修改版本，还是进行彻底的变革。</p>
</div><p>Deciding whether to keep its design and foundry businesses under the same corporate roof appears to be the key strategic issue facing the company right now, and other units could be sold off as well. But while Intel is facing a tough path forward, it's possible that the stock could see a significant rebound once uncertainty is resolved and the new strategy becomes clear.</p>
<div class="lb-trans"><p>决定是否将设计和代工业务保持在同一公司旗下似乎是该公司目前面临的关键战略问题，其他部门也可能被出售。但尽管英特尔面临艰难的前进道路，一旦不确定性得到解决，新战略变得明确，股价可能会出现显著反弹。</p>
</div><p>On the heels of today's sell-offs, Intel stock is now down 60% in 2024.</p>
<div class="lb-trans"><p>在今天的抛售潮之后，英特尔的股价在 2024 年已下跌 60%。</p>
</div>

Why Intel Stock Is Falling Today

- 英特尔股价在周二交易中下跌 2.6%。  
- 台湾半导体制造公司创始人批评英特尔的战略和执行。  
- 英特尔面临来自竞争对手的压力，需重新审视其设计和代工业务。  

为什么英特尔股票今天下跌