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← @_wmoon

$INTC

BEARISH2026-08-09
Price around the call
↓ 2026-08-09
By horizon✗ miss+10.3%
1d
✗ +0.5%
5d
✗ +6.2%
21d
✗ +10.3%
Original post
问月wmoon | StableStock🐳 · 2026-08-09

>> 换个活法,陈立武开刀换血英特尔销售体系 8 月 8 日,英特尔任命 Dean Jarnac 为执行副总裁兼首席销售官,9 月入职,直接向陈立武汇报。原首席营收官 Greg Ernst 在任职 27 年后离开 > 人事: Marvell 来的销售一把手,熟悉定制芯片打法 Jarnac 此前是 Marvell 的首席销售官,负责全球销售、现场应用工程和销售运营。再往前在博通和 AMD 做高级销售领导,半导体行业经历逾 30 年 Marvell 和博通的核心生意都是给超大厂做定制 ASIC。而定制 ASIC 恰好是英特尔现在想做大的——Q2 电话会上,陈立武说这块业务年化收入约 20 亿美元,预计不远的将来到 40 亿,潜在市场超 1000 亿 这个人事逻辑的思路也很连贯。陈立武自己在 Cadence 做了十几年 CEO, 了解EDA 和 IP 授权的生意。去年英特尔成立中央工程集团,专门给外部客户设计定制半导体,首任负责人 Srinivasan Iyengar 是前 Cadence 高级副总裁。现在销售一把手来自 Marvell > IP: x86 核心第一次交给外部公司 本周还有一个消息,英特尔把 Atom 处理器的 RTL 代码给了一家叫 RosaicLabs 的初创公司。RTL 是可综合的寄存器传输级代码,拿到之后可以用 EDA 工具修改、适配、流片 这是英特尔第一次把 x86 的核心设计交给外部公司。过去几十年,它在 x86 上唯一有分量的外部授权是和 AMD 的交叉授权,授权过指令集,但内部架构一直自己留着 > 三项资产: 从打包卖,到拆开卖 陈立武在 Q2 电话会上说,英特尔有三项战略资产:x86 CPU 产品线、先进封装、晶圆代工网络 旧模式把三样能力打包成一颗成品 CPU 卖出去 现在是把三层拆开,分别卖: > 架构层授权 RTL 出

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