Lip-bu tan首次以英特尔的新首席执行官的方式公开露面，概述了他恢复挣扎的芯片制造商的计划

英特尔新任首席执行官Lip-Bu Tan在该公司在拉斯维加斯举行的2025年愿景会议上首次大会。

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

New Intel首席执行官Lip-Bu Tan在该公司在拉斯维加斯举行的2025年愿景会议上首次大会。

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.

他对英特尔挑战的坦率评估使股票下跌了近3％，因为他制定了将陷入困境的芯片制造者归还前荣耀的计划。

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.

谭（Tan）认识到英特尔（Intel）“艰难的时期已经很长一段时间”。他对公司最近的缺点负责，并指出他们“落后于创新”，并且“太慢，无法适应”客户需求。

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.

新任首席执行官警告投资者和客户，扭转英特尔“不会容易”，并且“不会在一夜之间发生”。这种现实的评估与以前领导人更乐观的时间表预测相反。

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.

谭在演讲中概述了一项计划，通过拆除非核心业务来释放资源。尽管他没有指定将哪些部门视为非核心，但这种方法标志着更集中的策略。

"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解释说：“在英特尔展开，我们将重新定义一些战略，然后释放带宽。一些非核心业务，我们将把它拆下，但确实专注于我们的核心业务以及如何使用AI和Software 2.0扩展该业务。”

Rebuilding Trust Through Engineering Excellence

通过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."

谭反复强调了重建英特尔工程文化的重要性。 Truist分析师指出，他在讲话中使用了20多次“文化”一词，将他的重点描述为“新鲜空气的呼吸”。

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.

谭方法的关键部分是招募和保留顶级工程人才。 Truist分析师写道：“他的首要任务是招募和保留最佳工程师，以增强增长能力并创造创新能力的文化。”

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

谭还直接解决了客户的担忧，并承认他们近年来将英特尔的产品评级为“适度的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.

他答应通过“不足和交付过度交付”的理念来征求客户反馈，纠正错误和重建信任。他说，这一直是他在整个职业生涯中的“商标”。

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.

新任首席执行官还誓言要继续设计和制造芯片的英特尔铸造策略。坦说：“全球对芯片生产的需求正在增长，您需要灵活，弹性和安全的供应链。英特尔铸造厂起着至关重要的作用。”

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.

英特尔还计划在机架大型AI服务器市场中与NVIDIA竞争。这是在2024年11月在道琼斯工业平均水平上取代英特尔的英特尔之后，强调了英特尔的竞争挑战。

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

谭强调了这家科技巨头的初创企业心态。

"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.

他说：“官僚主义杀死了创新。在我的职业生涯中，我已经看到小型，专注的团队能够非常快速，创新并承担现任者，我们将在英特尔练习。”

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."

分析师对谭语音的反应混合在一起。尽管Truist称其为英特尔管理公司（Intel Management）的“有史以来最好的消息”，但伯恩斯坦（Bernstein）将其称为“多于道歉而不是主题演讲”，而不是某些人希望的细节更轻。”

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.

政治因素也可能影响英特尔的股票表现。商务部长霍华德·卢特尼克（Howard Lutnick）建议，政府将扣留芯片制造商的额外资金，直到他们承诺进行更多的美国投资。

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

这项政策可能会特别影响英特尔，英特尔一直是半导体部门政府资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.

据报道，该公司一直在与摩根士丹利和高盛的投资银行家合作，以重组其业务。选项包括可能将其铸造司分开。

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.

行业谣言表明，Broadcom可能有兴趣收购英特尔的芯片设计和营销部门，而台湾半导体制造公司据报道，据报道着眼于英特尔的芯片制造工厂。

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.

罗森布拉特（Rosenblatt）分析师强调，谭（Tan）对客户服务的关注是“扭转英特尔（Intel），尤其是铸造厂业务的基础”。该公司还指出了重塑英特尔在硬件设计方面的重要性。

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.

英特尔最近的领导力变更是在12月的前首席执行官帕特·盖辛格（Pat Gelsinger）出发之后，他领导了一项倡议，以改造公司的铸造厂。