Lip-bu tan首次以英特爾的新首席執行官的方式公開露面，概述了他恢復掙扎的芯片製造商的計劃

英特爾新任首席執行官Lip-Bu Tan在該公司在拉斯維加斯舉行的2025年願景會議上首次大會。

New Intel CEO Lip-Bu Tan made his first major public appearance at the company's Vision 2025 conference in Las Vegas.

New Intel首席執行官Lip-Bu Tan在該公司在拉斯維加斯舉行的2025年願景會議上首次大會。

His candid assessment of Intel's challenges saw the stock slide nearly 3% as he set out his plan to return the struggling chipmaker to former glory.

他對英特爾挑戰的坦率評估使股票下跌了近3％，因為他制定了將陷入困境的芯片製造者歸還前榮耀的計劃。

Tan recognized that Intel has had "a tough period for quite a long time." He took responsibility for the company's recent shortcomings, stating they "fell behind on innovation" and were "too slow to adapt" to customer needs.

譚（Tan）認識到英特爾（Intel）“艱難的時期已經很長一段時間”。他對公司最近的缺點負責，並指出他們“落後於創新”，並且“太慢，無法適應”客戶需求。

The new CEO warned investors and customers that turning around Intel "won't be easy" and "won't happen overnight." This realistic assessment stands in contrast to previous leadership's more optimistic timeline projections.

新任首席執行官警告投資者和客戶，扭轉英特爾“不會容易”，並且“不會在一夜之間發生”。這種現實的評估與以前領導人更樂觀的時間表預測相反。

In his speech, Tan outlined a plan to free up resources by spinning off non-core businesses. While he didn't specify which divisions would be deemed non-core, this approach signals a more focused strategy.

譚在演講中概述了一項計劃，通過拆除非核心業務來釋放資源。儘管他沒有指定將哪些部門視為非核心，但這種方法標誌著更集中的策略。

"Going forward at Intel, we will redefine some of our strategy and then free up the bandwidth. Some of the non-core business, we will spin it off, but really focus on our core business and how to expand that using AI and Software 2.0," Tan explained.

Tan解釋說：“在英特爾展開，我們將重新定義一些戰略，然後釋放帶寬。一些非核心業務，我們將把它拆下，但確實專注於我們的核心業務以及如何使用AI和Software 2.0擴展該業務。”

Rebuilding Trust Through Engineering Excellence

通過卓越的工程重建信任

Tan repeatedly stressed the importance of rebuilding Intel's engineering culture. Truist analysts noted that he used the word "culture" over 20 times during his address, describing his focus as a "breath of fresh air."

譚反復強調了重建英特爾工程文化的重要性。 Truist分析師指出，他在講話中使用了20多次“文化”一詞，將他的重點描述為“新鮮空氣的呼吸”。

A key part of Tan's approach involves recruiting and retaining top engineering talent. "His priority is to recruit and retain the best engineers to empower growth and create a culture of innovation empowerment," Truist analysts wrote.

譚方法的關鍵部分是招募和保留頂級工程人才。 Truist分析師寫道：“他的首要任務是招募和保留最佳工程師，以增強增長能力並創造創新能力的文化。”

Tan also directly addressed customer concerns, acknowledging that they have graded Intel's products as "modestly D's and F's" in recent years.

譚還直接解決了客戶的擔憂，並承認他們近年來將英特爾的產品評級為“適度的D”和F。

He promised to solicit customer feedback, correct mistakes, and rebuild trust through a philosophy of "under-promising and over-delivering." This has been his "trademark" throughout his career, he stated.

他答應通過“不足和交付過度交付”的理念來徵求客戶反饋，糾正錯誤和重建信任。他說，這一直是他在整個職業生涯中的“商標”。

The new CEO also vowed to continue Intel's foundry strategy, where it designs and manufactures chips. "Global demand for chip production is growing, and you need supply chains that are flexible, resilient, and secure. Intel foundry plays a crucial role," Tan said.

新任首席執行官還誓言要繼續設計和製造芯片的英特爾鑄造策略。坦說：“全球對芯片生產的需求正在增長，您需要靈活，彈性和安全的供應鏈。英特爾鑄造廠起著至關重要的作用。”

Intel also plans to compete with Nvidia in the rack-scale AI server market. This comes after Nvidia replaced Intel in the Dow Jones Industrial Average in November 2024, highlighting Intel's competitive challenges.

英特爾還計劃在機架大型AI服務器市場中與NVIDIA競爭。這是在2024年11月在道瓊斯工業平均水平上取代英特爾的英特爾之後，強調了英特爾的競爭挑戰。

Tan highlighted a return to a startup mentality at the tech giant.

譚強調了這家科技巨頭的初創企業心態。

"Bureaucracy kills innovation. In my career, I've seen how small, focused teams can move very fast and innovate and take on incumbents, and we're going to practice that in Intel," he said.

他說：“官僚主義殺死了創新。在我的職業生涯中，我已經看到小型，專注的團隊能夠非常快速，創新並承擔現任者，我們將在英特爾練習。”

Analyst reactions to Tan's speech were mixed. While Truist called it the "best ever messaging" from Intel management, Bernstein described it as "more of an apology than a keynote" that was "lighter on details than some might have hoped."

分析師對譚語音的反應混合在一起。儘管Truist稱其為英特爾管理公司（Intel Management）的“有史以來最好的消息”，但伯恩斯坦（Bernstein）將其稱為“多於道歉而不是主題演講”，而不是某些人希望的細節更輕。 ”

Political factors may also be affecting Intel's stock performance. Commerce Secretary Howard Lutnick suggested that the administration would withhold additional funds from chipmakers until they commit to greater U.S. investment.

政治因素也可能影響英特爾的股票表現。商務部長霍華德·盧特尼克（Howard Lutnick）建議，政府將扣留芯片製造商的額外資金，直到他們承諾進行更多的美國投資。

This policy could particularly impact Intel, which has been one of the top recipients of government funding in the semiconductor sector.

這項政策可能會特別影響英特爾，英特爾一直是半導體部門政府資金的最高接收者之一。

The company has reportedly been working with investment bankers at Morgan Stanley and Goldman Sachs to restructure its business. Options include potentially splitting its foundry division.

據報導，該公司一直在與摩根士丹利和高盛的投資銀行家合作，以重組其業務。選項包括可能將其鑄造司分開。

Industry rumors suggest Broadcom may be interested in acquiring Intel's chip design and marketing unit, while Taiwan Semiconductor Manufacturing Company is reportedly eyeing Intel's chip manufacturing plants.

行業謠言表明，Broadcom可能有興趣收購英特爾的芯片設計和營銷部門，而台灣半導體製造公司據報導，據報導著眼於英特爾的芯片製造工廠。

Rosenblatt analysts highlighted Tan's focus on customer service as "fundamental to turning Intel around, particularly the Foundry business." The firm also noted the importance of reshaping Intel's approach to hardware design.

羅森布拉特（Rosenblatt）分析師強調，譚（Tan）對客戶服務的關注是“扭轉英特爾（Intel），尤其是鑄造廠業務的基礎”。該公司還指出了重塑英特爾在硬件設計方面的重要性。

Intel's recent leadership change follows the December departure of former CEO Pat Gelsinger, who had led an initiative to revamp the company's foundry division.

英特爾最近的領導力變更是在12月的前首席執行官帕特·蓋辛格（Pat Gelsinger）出發之後，他領導了一項倡議，以改造公司的鑄造廠。