美股異動丨英特爾盤前一度升超4%,傳高通有意併購,高通CEO親自參與談判
繼上週五收升3.31%後,英特爾(INTC.US)今日盤前再度上升,一度升超4%,目前升幅收窄至2.1%。有消息稱美國芯片大廠高通近日已向英特爾提出收購方案。據悉,高通CEO親自參與對該公司的收購談判,研究交易的各種選擇。通信行業資深人士戴輝認為:“英特爾的行動產品失敗,AI也處於投入期,資料中心服務器市場本來有九成以上市場,但云端運算(背後大量需求來自行動端)拉起了競爭對手ARM系列的芯片。隨着Chromebook的大量應用,筆電市場又被蠶食,因此,芯片設計領域如果能和高通合併,倒也不失為一條出路。”戴輝説,芯片設計和高通合併,Fab工廠分拆,對英特爾來説,或許是眼下最好的選擇。

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