Fortune | FORTUNE 08月08日
Intel shares slump after Trump calls on CEO to resign over China ties
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美国前总统特朗普在社交媒体上公开呼吁英特尔CEO辞职,理由是其存在利益冲突,并与中国半导体企业存在联系。参议员汤姆·科顿也致信英特尔董事长,表达了对CEO投资和关联的担忧。这一事件发生在美中科技竞争日益激烈的背景下,尤其是在芯片和人工智能领域。英特尔股价因此下跌,公司正面临复苏的挑战,此前该公司已获得大量联邦资金用于建厂。文章还提及了英特尔过去在技术转型中的滞后以及与竞争对手的差距。

⭐ 特朗普公开呼吁英特尔CEO辞职,并指责其“高度冲突”,认为这是唯一解决问题的办法。这一表态直接导致英特尔股价下跌。

🤝 参议员汤姆·科顿向英特尔董事长致函,对CEO Lip-Bu Tan的投资和与中国半导体企业的联系表示担忧,并询问其是否已剥离相关利益以消除潜在的利益冲突。科顿特别指出,Tan reportedly控制着数十家中国公司,并投资了包括台湾积体电路制造股份有限公司(TSMC)和中国国家企业中芯国际(SMIC)在内的多家企业。

🇺🇸 此事件发生在美中在芯片、人工智能等关键数字技术领域竞争加剧的背景下。美国国家安全官员认为中国政府的网络能力对美国构成严重威胁,并呼吁对为国防承包商工作的中国公民进行调查。

💰 英特尔是美国政府《芯片法案》的受益者,获得了超过80亿美元的联邦资金用于在美国建设芯片工厂。然而,公司在技术转型(如移动计算和人工智能芯片领域)方面曾落后于竞争对手,目前正进行裁员和削减开支以重振业务。

Shares of Intel slumped Thursday after President Donald Trump said in a social media post that the chipmaker’s CEO needs to resign.

“The CEO of Intel is highly CONFLICTED and must resign, immediately,” Trump posted on Truth Social. “There is no other solution to this problem. Thank you for your attention to this problem!”

Trump made the post after Sen. Tom Cotton sent a letter to Intel Chairman Frank Yeary expressing concern over CEO Lip-Bu Tan’s investments and ties to semiconductor firms that are reportedly linked to the Chinese Communist Party and the People’s Liberation Army, and asked the board whether Tan had divested his interests in these companies to eliminate any conflicts of interest.

Intel did not immediately respond to a request for comment, so it is not immediately clear if Tan has divested his interests in the companies.

“In March 2025, Intel appointed Lip-Bu Tan as its new CEO,” Cotton wrote in the letter. “Mr. Tan reportedly controls dozens of Chinese companies and has a stake in hundreds of Chinese advanced-manufacturing and chip firms. At least eight of these companies reportedly have ties to the Chinese People’s Liberation Army.”

Tan, who took over as CEO in March, previously launched the venture capital firm Walden International in 1987 to focus on funding tech start-ups, including chip makers. China’s state media has described Tan as “actively” devoted to Chinese and Asian markets, having invested not only in the Taiwan Semiconductor Manufacturing Company but also China’s state-owned enterprise SMIC, which seeks to advance China’s chipmaking capabilities.

The demands made by Trump and Cotton come as economic and political rivalries between the U.S. and China increasingly focus on the competition over chips, AI and other digital technologies that experts say will shape future economies and military conflicts.

Cotton, the chairman of the Senate Intelligence Committee, has raised concerns that Chinese spies could be working at tech companies and defense contractors, using their positions to steal secrets or plant digital backdoors that give China access to classified systems and networks.

On Thursday the Arkansas Republican wrote to the Department of Defense urging Defense Secrectary Pete Hegseth to ban all non-U.S. citizens from jobs allowing them to access DoD networks. He has also demanded an investigation into Chinese citizens working for defense contractors.

“The U.S. government recognizes that China’s cyber capabilities pose one of the most aggressive and dangerous threats to the United States, as evidenced by infiltration of our critical infrastructure, telecommunications networks, and supply chains,” Cotton wrote in an earlier letter calling on the Pentagon to conduct the investigation.

National security officials have linked China’s government to hacking campaigns targeting prominent Americans and critical U.S. systems.

“U.S. companies who receive government grants should be responsible stewards of taxpayer dollars and adhere to strict security regulations,” Cotton wrote on the social platform X.

Intel had been a beneficiary of the Biden administration’s CHIPS Act, receiving more than $8 billion in federal funding to build computer chip plants around the country.

Shares of the California company slid 3.5%, while markets, particularly the tech-heavy Nasdaq, gained ground.

Founded in 1968 at the start of the PC revolution, Intel missed the technological shift to mobile computing triggered by Apple’s 2007 release of the iPhone, and it’s lagged more nimble chipmakers. Intel’s troubles have been magnified since the advent of artificial intelligence — a booming field where the chips made by once-smaller rival Nvidia have become tech’s hottest commodity.

Intel is shedding thousands of workers and cutting expenses — including some domestic semiconductor manufacturing capabilities — as Tan tries to revive the fortunes of the struggling chipmaker.

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英特尔 特朗普 CEO辞职 半导体 地缘政治
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