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一 | 芯东西（公众号：aichip001）编译 | 刘煜编辑 | 陈骏达芯东西7月22日消息，据美国报刊《俄勒冈人报》报道，当地时间周一，英特尔向该报刊发布书面声明透露，其已向旗下数据中心事业部员工通知将启动新一轮裁员。 One of the nation's largest drugstore chains has voluntarily initiated the Chapter 11 process for bankruptcy protection.Rite Aid announced Sunday that the company had reached an agreement with creditors on the terms of its financial restructuring plan that will "increase its financial flexibility" and "significantly reduce" its existing debt.In addition to billions in debt and slumping sales, Rite Aid has faced over 1,000 federal, state and local lawsuits that claim its pharmacies allegedly filled thousands of illegal prescriptions for painkillers, according to the New York Times. In March, the Justice Department filed a complaint against the company, claiming it filled "unlawful prescriptions for controlled substances" that allegedly had obvious and often multiple red flags, indicating misuse. The company has denied those claims.In its press release Sunday, the company stated it will "resolve litigation claims in an equitable manner."Rite Aid did not immediately respond to ABC News' request for additional comment.Rite Aid says it employs more than 6,100 pharmacists and operates over 2,100 retail pharmacy locations across 17 states.The company said Sunday it had secured a commitment for $3.45 billion in new financing and debt reduction agreements under the court-supervised process which is "expected to provide sufficient liquidity to support the Company throughout this process," adding that it would also close some underperforming store locations and sell off some assets in order to "reduce the Company’s rent expense" and "strengthen its overall financial performance.""The Company is making every effort to ensure customers of impacted stores have access to health services, whether at another Rite Aid or a nearby pharmacy, and will work to transfer prescriptions accordingly so that there is no disruption of services," the company stated. Rite Aid "will also transfer associates at impacted stores to other Rite Aid locations where possible."Rite Aid also announced Jeffrey S. Stein will officially take over for Elizabeth Burr as chief executive officer. He will also serve as chief restructuring officer and a member of the company's board of directors. Burr is expected to "continue in her role as a Director on the Company’s Board," Rite Aid said."Rite Aid has served customers and communities across our country for more than 60 years, and the important actions we are taking today will enable us to move ahead as a stronger company," Stein said in a statement. "With the support of our lenders, we look forward to strengthening our financial foundation, advancing our transformation initiatives and accelerating the execution of our turnaround strategy. In doing so, we will be even better able to deliver the healthcare products and services our customers and their families rely on now and into the future."。英特尔称，本次重组将简化运营流程、提升决策执行效率，此次调整不会改变产品交付承诺与技术路线图。该公司写道：“我们将秉持尊重原则对待所有受影响员工，并配套相关帮扶资源，协助员工平稳完成职业过渡。”本次裁员涉及的具体裁撤岗位数量尚未公布。此次调整是英特尔近几年持续推进组织瘦身计划的一部分。过去四年，英特尔全球员工规模已缩减近40%，累计裁撤数万名员工，该公司通过削减开支力求重回盈利轨道。 2022年英特尔拥有近13.2万名员工，截至今年3月28日，该公司员工总数为约83200人，较2022年大幅缩减。英特尔CEO陈立武称，英特尔必须精简管理层级，以此加快内部决策速度、提速新技术研发落地。该公司人员缩减分为两种方式：一是剥离旗下部分业务板块同步裁减岗位，二是过去两年在全球范围内直接裁撤数万个工作岗位。在陈立武推动的组织重构背后，英特尔希望通过减少内部层级，提高对市场变化的响应速度，尤其是在AI算力需求快速增长的背景下，加快产品迭代和商业化节奏。从业务表现来看，数据中心业务正成为英特尔复苏的重要支撑。据彭博社报道，英特尔正全力交付AI数据中心所需处理器，数据中心事业部当前成为拉动该公司整体营收回暖的核心动力。

二 | 今年第一季度，英特尔数据中心事业部录得51亿美元（约合人民币345.5亿元）的营收，同比增长22%。同时，随着各大企业加码AI相关服务，英特尔Xeon系列芯片在AI软件算力承载中的占比也持续提升。投资者认为，随着AI系统在线承载的运算任务持续增多，英特尔微处理器市场需求将持续上涨，市场普遍预期苹果及其他大型科技企业会委托英特尔代工自研芯片。

三 | 不过，英特尔在AI硬件竞争中的短板仍未完全解决。彭博社称，尽管数据中心业务表现改善，英特尔至今仍未推出一款能在AI软件开发市场中占据主导地位的加速芯片。由于错失生成式AI浪潮早期市场机会，英特尔部分高价值AI计算市场份额已被竞争对手英伟达占据，数十亿美元潜在收入随之流向后者。如今，随着组织改革、成本削减以及数据中心业务回暖，资本市场正重新评估英特尔的长期复苏能力。过去一年该公司股价大幅飙升，从每股约23美元（约合人民币155.82元）涨至美东时间本周一早盘99美元（约合人民币670.67元）左右。不过股价仍低于上月峰值，上月该股曾短暂突破142美元（约合人民币961.97元）。此次裁员消息露出后，市场也未出现负面反应。截至美东7月21日美股收盘，英特尔股价上涨8.64%至105.45美元/股（约合人民币714.36元），总市值为5299.92亿美元（约合人民币3.59万亿元）。

四 | ▲英特尔股价图（图源：腾讯自选股）结语：减员为优化内部效率，成效看经营表现与订单数据中心业务的回暖为英特尔提供增长支撑，但AI专用加速芯片领域的市场缺位仍构成发展制约。本次英特尔计划的组织精简则是该公司持续推进降本增效、适配AI算力市场竞争节奏的阶段性举措。未来，英特尔能否依托架构精简加快技术迭代、抢占算力市场增量，以及其代工业务能否落地头部客户订单，以帮助该公司在高速扩张的AI算力市场中缩小与同业对手的差距，后续英特尔的经营表现与新品进展都将给出答案。来源：《俄勒冈人报》、彭博社。