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← @_wmoon

$INTC

BULLISH2026-05-20
Price around the call
↑ 2026-05-20
By horizon✓ hit+12.6%
1d
✓ +0.7%
5d
✗ -5.1%
21d
✓ +12.6%
Original post
问月wmoon | StableStock🐳 · 2026-05-20

$INTC CEO 陈立武这几天在摩根大通科技闭门会上 对英特尔内部设立的雷霆新规,被圈子疯传 >> 第一条:想保住工作,就做到A0、B0 芯片设计完送去晶圆厂,第一炉出来的版本叫 A0 有 bug 大改重做一次叫 B0,再改就是 C0、D0 台积电、苹果、英伟达几乎都是 A0 一把过 英特尔过去十几年经常改到 C0、D0 才能量产 每多一版烧几千万美金、耽误半年 陈立武说一开始大家以为他在开玩笑 现在知道他是认真的了 >> 第二条:客户告诉我的事比你早,你就完蛋了 倾听客户需求,达到客户标准 不容忍瞒报误报,提高透明度 过去财务说了算,营销说了算,工程师排最后 英特尔工程师曾经是三等公民 但现在企业文化逐渐被重塑 > 奇葩小国要翻身,靠的是天降猛男 陈立武之于英特尔 就如同卡加梅之于卢旺达 其实看看陈立武上一份工作成绩单就很清楚了 >> Cadence Design Systems(2009-2021) 2009 年 1 月,他接手的 Cadence: 股价 $5.50,从 2001 年峰值跌了 90% 营收从 $970M 缩到 $642M 内部官僚僵化、专利诉讼缠身 12 年后他卸任时: 营收:$1B → 近 $3B 经营利润率:扩张到 35%+ 股价:+3,200%(32 倍) 把深陷泥潭的公司塑造成领头羊 他在 Cadence 用的就是同一套打法—— 砍冗余、重建文化、客户至上、CEO 亲自下沉 现在他在 Intel,做的是同样的事 业绩兑现是周期 但企业文化重建 才是真正的复苏希望 持续看好英特尔的发展

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