特朗普會Intel CEO 拒辭職 智力芯片風雲再起




特朗普會見英特爾CEO陳立武,讚賞其成就並展開合作討論

美國總統唐納德·特朗普星期一表示,他與英特爾(Intel)行政總裁陳立武(Lip-Bu Tan)會面,這次會面發生在特朗普早前公開要求陳立武辭職後數日。特朗普讚揚陳立武,形容會談「非常有趣」。消息公布後,英特爾股價在盤後交易中上升約3%。

上星期,特朗普曾要求陳立武即時辭職,指其與中國企業關係密切,存在「高度利益衝突」,令這家晶片製造商多年來的轉型計劃蒙上陰影。陳立武曾投資過數百家中國公司,其中部分與中國軍方有關聯。根據美國法律,除非中國公司被列入美國財政部的中國軍工企業名單,否則美國公民持有中國公司股份並不違法。

這次會面除了陳立武外,還有商務部長霍華德·盧特尼克(Howard Lutnick)和財政部長斯科特·貝森特(Scott Bessent)一同出席。特朗普在社交平台Truth Social上表示,陳立武和他的內閣成員將於下週向他提出建議。

特朗普稱讚陳立武的成功和崛起是「一段驚人的故事」。陳立武自上任英特爾CEO約半年以來,已經推動多項重大策略調整,包括出售資產、裁員及重新分配資源,試圖扭轉英特爾在快速發展的人工智能晶片領域中落後於Nvidia的局面。過去英特爾在重資產的合約製造業務上損失慘重,陳立武正努力改變這種狀況。

不過,投資者及一名前高層員工向路透社透露,特朗普要求陳立武辭職的舉動可能會分散其專注於公司重整的注意力。陳立武目前正積極向特朗普表明自己仍是帶領英特爾復興的合適人選。

英特爾在聲明中表示,陳立武與特朗普進行了坦誠及建設性的討論,重申公司致力於強化美國科技和製造業領導地位,並將與政府密切合作,「恢復這家偉大的美國公司」。

特朗普此舉在美國總統公開要求企業CEO辭職的情況中屬罕見,亦引發外界對其干預企業運作的疑問。類似情況還體現在美國政府與Nvidia及AMD達成的協議中,要求兩家公司將來自中國市場銷售收入的15%交予美國政府。

評論與分析:特朗普對英特爾CEO的公開施壓反映了美國政治與科技產業交織的複雜局面

特朗普公開要求英特爾CEO陳立武辭職,隨後又會面並讚賞其成就,這種反覆的態度令人好奇其背後的政治與經濟動機。顯然,特朗普對於美國科技產業尤其是半導體領域的戰略地位相當關注,並希望以行動表達對中國相關投資的戒心。

但從企業治理的角度看,總統直接介入企業高層人事決定,尤其是公開施壓,可能會對企業的穩定及長遠發展帶來負面影響。陳立武肩負重振英特爾的重任,當前全球半導體競爭激烈,過度的政治干預可能會分散管理層的注意力,並使投資者信心受損。

此外,特朗普的舉措也反映出美國政府在對抗中國科技崛起的戰略中,正試圖從政策層面加強控制和監管,這包括限制與中國企業的資金往來及技術合作。這種政策雖然有助於保障國家安全,但亦需在促進創新與全球合作之間取得平衡。

對英特爾來說,陳立武的挑戰在於如何在政治壓力與市場需求間找到合適的節奏,推動公司轉型和技術升級。未來幾個月,英特爾與政府的合作態勢,以及陳立武能否穩住內部和外部信心,將成為觀察美國半導體產業動向的重要指標。

總括而言,這宗事件不僅揭示了科技產業的全球競爭格局,更折射出政治力量對企業決策的深遠影響。香港讀者可從中思考,科技發展與地緣政治的緊密關係,將如何影響未來全球供應鏈及市場走向。

以上文章由特價GPT API KEY所翻譯及撰寫。

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