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2021-12-08

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Mobileye IPO will help raise much-needed cash for Intel — but will it be enough?<blockquote>Mobileye IPO将有助于为英特尔筹集急需的现金——但这就足够了吗？</blockquote>

Intel’s big manufacturing plans call for many billions in capital spending Intel Corp.’s plans to t

Mobileye IPO will help raise much-needed cash for Intel — but will it be enough?<blockquote>Mobileye IPO将有助于为英特尔筹集急需的现金——但这就足够了吗？</blockquote>

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{"i18n":{"language":"zh_CN"},"data":{"magic":2,"id":602097358,"tweetId":"602097358","gmtCreate":1638937052434,"gmtModify":1638937052662,"author":{"id":3575234021908444,"idStr":"3575234021908444","authorId":3575234021908444,"authorIdStr":"3575234021908444","name":"Gablcm","avatar":"https://static.tigerbbs.com/c74534439efb63d24fa3da74d69426cb","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":11,"crmLevelSwitch":0,"individualDisplayBadges":[],"fanSize":16,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"extraTitle":"","html":"<html><head></head><body>Like and comment&nbsp;</body></html>","htmlText":"<html><head></head><body>Like and comment&nbsp;</body></html>","text":"Like and comment","highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/602097358","repostId":1152068951,"repostType":4,"repost":{"id":"1152068951","kind":"news","pubTimestamp":1638923388,"share":"https://www.laohu8.com/m/news/1152068951?lang=zh_CN&edition=full","pubTime":"2021-12-08 08:29","market":"us","language":"en","title":"Mobileye IPO will help raise much-needed cash for Intel — but will it be enough?<blockquote>Mobileye IPO将有助于为英特尔筹集急需的现金——但这就足够了吗？</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1152068951","media":"market watch","summary":"Intel’s big manufacturing plans call for many billions in capital spending\n\nIntel Corp.’s plans to t","content":" Intel’s big manufacturing plans call for many billions in capital spending<blockquote>英特尔的大型制造计划在看涨期权进行数十亿美元的资本支出</blockquote> Intel Corp.’s plans to take its Mobileye business public next year should raise some much-needed cash to fund its big semiconductor manufacturing plans, but it’s too early to say how much.<blockquote>英特尔公司计划明年将其Mobileye业务上市，这应该会筹集一些急需的现金来资助其大型半导体制造计划，但现在说具体金额还为时过早。</blockquote> Early Tuesday, Intel INTC, +3.10%and its Mobileye subsidiary confirmed a Monday report in the Wall Street Journal that the chip giant is planning an initial public offering of the automotive-system company sometime in mid-2022. Intel plans to keep a “clear majority” stake, but it declined to be more specific.<blockquote>周二早些时候，英特尔及其子公司Mobileye证实了《华尔街日报》周一的一篇报道，即这家芯片巨头计划在2022年中期的某个时候对这家汽车系统公司进行首次公开募股。英特尔计划保留“明显多数”股份，但拒绝透露更多细节。</blockquote> One early question on the company’s brief conference call to discuss the news came from an analyst who asked whether or not the IPO was going to be a funding mechanism for Intel’s so-called IDM [integrated device manufacturing] 2.0 plan, which is what the chip maker calls its new manufacturing strategy. In October, Intel said its plans to spend approximately $25 billion to $28 billion on building more manufacturing facilities as part of its push to become a bigger player in contract manufacturing.<blockquote>在该公司讨论这一消息的简短电话会议上，一位分析师提出了一个早期问题，他询问IPO是否会成为英特尔所谓的IDM（集成设备制造）2.0计划的融资机制，该计划正是芯片制造商评级的新制造战略。10月份，英特尔表示，计划斥资约250亿至280亿美元建设更多制造设施，作为推动成为合同制造领域更大参与者的一部分。</blockquote> “There will be some cash benefits, but overall, Intel sees that we have the balance sheet, the debt ratings, the cash flows from our business, that we can execute our IDM strategy with or without this transition,” Intel Chief Executive Pat Gelsinger said Tuesday, adding that Intel wants to unlock the faster-growing Mobileye. “But we are anxious to see it fully realized in the marketplace, this is a unique asset.”<blockquote>英特尔首席执行官帕特·基辛格(Pat Gelsinger)表示：“将会有一些现金收益，但总体而言，英特尔认为我们拥有资产负债表、债务评级、业务现金流，无论有没有这种转型，我们都可以执行我们的IDM战略。”他补充说，英特尔希望解锁增长更快的Mobileye。“但我们渴望看到它在市场上完全实现，这是一项独特的资产。”</blockquote> The report in the Journal mentioned a possible valuation of Mobileye above $50 billion, citing executives familiar with the matter. On the conference call, however, Intel executives would not discuss a valuation at this stage. And a few analysts were a bit dubious about that number anyway.<blockquote>《华尔街日报》的报道援引知情高管的话说，Mobileye的估值可能超过500亿美元。然而，在电话会议，英特尔高管现阶段不会讨论估值。无论如何，一些分析师对这个数字有点怀疑。</blockquote> “We don’t really know what it’s worth, though in this market, and given the nature of the asset, it’s probably fair to argue that Mobileye is likely worth more than the ~$15 billion Intel paid for it in 2017,” Bernstein Research analyst Stacy Rasgon wrote in a note Tuesday.<blockquote>伯恩斯坦研究公司表示：“我们并不真正知道它的价值，但在这个市场上，考虑到该资产的性质，可以公平地说，Mobileye的价值可能超过英特尔在2017年为其支付的约150亿美元。”分析师Stacy Rasgon周二在一份报告中写道。</blockquote> But Intel is going to need some extra cash. After it first disclosed its capital spending plans, a few analysts have become concerned about its cash needs. In October, BMO Capital Markets analyst Ambrish Srivastava downgraded Intel, noting he was worried about Intel’s cash position amid its big expansion plans.<blockquote>但是英特尔需要一些额外的现金。在该公司首次披露其资本支出计划后，一些分析师开始担心其现金需求。10月，BMO资本市场分析师Ambrish Srivastava下调了英特尔的评级，指出他担心英特尔在大规模扩张计划中的现金状况。</blockquote> “We see Intel barely being able to cover its dividend commitments given the depressed FCF over the next two years,” he wrote at the time, adding that he was not worried about the dividend because of Intel’s capacity to take on new debt.<blockquote>他当时写道：“鉴于未来两年自由现金流低迷，我们认为英特尔几乎无法履行其股息承诺。”他补充说，他并不担心股息，因为英特尔有能力承担新债务。</blockquote> In a Tuesday note, Raymond James analyst Chris Caso wrote: “While we consider to be a shrewd move, it doesn’t change our thesis on Intel — the value in Mobileye is still small in relation to the overall company, and while the deal will provide much-needed cash, we aren’t confident in a return on that cash investment due to the significant challenges Intel faces in catching up on&nbsp;manufacturing.”<blockquote>Raymond James分析师Chris Caso在周二的一份报告中写道：“虽然我们认为这是一个精明的举措，但这并没有改变我们对英特尔的论点——相对于整个公司来说，Mobileye的价值仍然很小，尽管这笔交易将提供急需的现金，但由于英特尔在追赶制造业方面面临重大挑战，我们对现金投资的回报没有信心。”</blockquote> Clearly, Mobileye is a hidden jewel within Intel, and as Gelsinger described it having created advanced driver-assistance systems, it also is expected to see big potential in autonomous driving. Intel is wise to capitalize on that asset, but it’s not clear how much value it will be able to realize, as it works to get back to its former manufacturing supremacy.<blockquote>显然，Mobileye是英特尔内部一颗隐藏的宝石，正如Gelsinger所描述的那样，它已经创建了先进的驾驶辅助系统，预计它也将在自动驾驶方面看到巨大的潜力。英特尔利用这一资产是明智的，但目前尚不清楚它能够实现多少价值，因为它正在努力恢复以前的制造霸主地位。</blockquote>","source":"lsy1616996754749","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Mobileye IPO will help raise much-needed cash for Intel — but will it be enough?<blockquote>Mobileye IPO将有助于为英特尔筹集急需的现金——但这就足够了吗？</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nMobileye IPO will help raise much-needed cash for Intel — but will it be enough?<blockquote>Mobileye IPO将有助于为英特尔筹集急需的现金——但这就足够了吗？</blockquote>\n</h2>\n<h4 class=\"meta\">\n\nmarket watch2021-12-08 08:29\n\n</h4>\n</header>\n<article>\n Intel’s big manufacturing plans call for many billions in capital spending<blockquote>英特尔的大型制造计划在看涨期权进行数十亿美元的资本支出</blockquote> Intel Corp.’s plans to take its Mobileye business public next year should raise some much-needed cash to fund its big semiconductor manufacturing plans, but it’s too early to say how much.<blockquote>英特尔公司计划明年将其Mobileye业务上市，这应该会筹集一些急需的现金来资助其大型半导体制造计划，但现在说具体金额还为时过早。</blockquote> Early Tuesday, Intel INTC, +3.10%and its Mobileye subsidiary confirmed a Monday report in the Wall Street Journal that the chip giant is planning an initial public offering of the automotive-system company sometime in mid-2022. Intel plans to keep a “clear majority” stake, but it declined to be more specific.<blockquote>周二早些时候，英特尔及其子公司Mobileye证实了《华尔街日报》周一的一篇报道，即这家芯片巨头计划在2022年中期的某个时候对这家汽车系统公司进行首次公开募股。英特尔计划保留“明显多数”股份，但拒绝透露更多细节。</blockquote> One early question on the company’s brief conference call to discuss the news came from an analyst who asked whether or not the IPO was going to be a funding mechanism for Intel’s so-called IDM [integrated device manufacturing] 2.0 plan, which is what the chip maker calls its new manufacturing strategy. In October, Intel said its plans to spend approximately $25 billion to $28 billion on building more manufacturing facilities as part of its push to become a bigger player in contract manufacturing.<blockquote>在该公司讨论这一消息的简短电话会议上，一位分析师提出了一个早期问题，他询问IPO是否会成为英特尔所谓的IDM（集成设备制造）2.0计划的融资机制，该计划正是芯片制造商评级的新制造战略。10月份，英特尔表示，计划斥资约250亿至280亿美元建设更多制造设施，作为推动成为合同制造领域更大参与者的一部分。</blockquote> “There will be some cash benefits, but overall, Intel sees that we have the balance sheet, the debt ratings, the cash flows from our business, that we can execute our IDM strategy with or without this transition,” Intel Chief Executive Pat Gelsinger said Tuesday, adding that Intel wants to unlock the faster-growing Mobileye. “But we are anxious to see it fully realized in the marketplace, this is a unique asset.”<blockquote>英特尔首席执行官帕特·基辛格(Pat Gelsinger)表示：“将会有一些现金收益，但总体而言，英特尔认为我们拥有资产负债表、债务评级、业务现金流，无论有没有这种转型，我们都可以执行我们的IDM战略。”他补充说，英特尔希望解锁增长更快的Mobileye。“但我们渴望看到它在市场上完全实现，这是一项独特的资产。”</blockquote> The report in the Journal mentioned a possible valuation of Mobileye above $50 billion, citing executives familiar with the matter. On the conference call, however, Intel executives would not discuss a valuation at this stage. And a few analysts were a bit dubious about that number anyway.<blockquote>《华尔街日报》的报道援引知情高管的话说，Mobileye的估值可能超过500亿美元。然而，在电话会议，英特尔高管现阶段不会讨论估值。无论如何，一些分析师对这个数字有点怀疑。</blockquote> “We don’t really know what it’s worth, though in this market, and given the nature of the asset, it’s probably fair to argue that Mobileye is likely worth more than the ~$15 billion Intel paid for it in 2017,” Bernstein Research analyst Stacy Rasgon wrote in a note Tuesday.<blockquote>伯恩斯坦研究公司表示：“我们并不真正知道它的价值，但在这个市场上，考虑到该资产的性质，可以公平地说，Mobileye的价值可能超过英特尔在2017年为其支付的约150亿美元。”分析师Stacy Rasgon周二在一份报告中写道。</blockquote> But Intel is going to need some extra cash. After it first disclosed its capital spending plans, a few analysts have become concerned about its cash needs. In October, BMO Capital Markets analyst Ambrish Srivastava downgraded Intel, noting he was worried about Intel’s cash position amid its big expansion plans.<blockquote>但是英特尔需要一些额外的现金。在该公司首次披露其资本支出计划后，一些分析师开始担心其现金需求。10月，BMO资本市场分析师Ambrish Srivastava下调了英特尔的评级，指出他担心英特尔在大规模扩张计划中的现金状况。</blockquote> “We see Intel barely being able to cover its dividend commitments given the depressed FCF over the next two years,” he wrote at the time, adding that he was not worried about the dividend because of Intel’s capacity to take on new debt.<blockquote>他当时写道：“鉴于未来两年自由现金流低迷，我们认为英特尔几乎无法履行其股息承诺。”他补充说，他并不担心股息，因为英特尔有能力承担新债务。</blockquote> In a Tuesday note, Raymond James analyst Chris Caso wrote: “While we consider to be a shrewd move, it doesn’t change our thesis on Intel — the value in Mobileye is still small in relation to the overall company, and while the deal will provide much-needed cash, we aren’t confident in a return on that cash investment due to the significant challenges Intel faces in catching up on&nbsp;manufacturing.”<blockquote>Raymond James分析师Chris Caso在周二的一份报告中写道：“虽然我们认为这是一个精明的举措，但这并没有改变我们对英特尔的论点——相对于整个公司来说，Mobileye的价值仍然很小，尽管这笔交易将提供急需的现金，但由于英特尔在追赶制造业方面面临重大挑战，我们对现金投资的回报没有信心。”</blockquote> Clearly, Mobileye is a hidden jewel within Intel, and as Gelsinger described it having created advanced driver-assistance systems, it also is expected to see big potential in autonomous driving. Intel is wise to capitalize on that asset, but it’s not clear how much value it will be able to realize, as it works to get back to its former manufacturing supremacy.<blockquote>显然，Mobileye是英特尔内部一颗隐藏的宝石，正如Gelsinger所描述的那样，它已经创建了先进的驾驶辅助系统，预计它也将在自动驾驶方面看到巨大的潜力。英特尔利用这一资产是明智的，但目前尚不清楚它能够实现多少价值，因为它正在努力恢复以前的制造霸主地位。</blockquote>\n<div class=\"bt-text\">\n\n\n 来源：<a href=\"https://www.marketwatch.com/story/mobileye-ipo-will-help-raise-much-needed-cash-for-intel-but-will-it-be-enough-11638922146?mod=home-page\">market watch</a>\n为提升您的阅读体验，我们对本页面进行了排版优化\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"INTC":"英特尔"},"source_url":"https://www.marketwatch.com/story/mobileye-ipo-will-help-raise-much-needed-cash-for-intel-but-will-it-be-enough-11638922146?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1152068951","content_text":"Intel’s big manufacturing plans call for many billions in capital spending\n\nIntel Corp.’s plans to take its Mobileye business public next year should raise some much-needed cash to fund its big semiconductor manufacturing plans, but it’s too early to say how much.\n\nEarly Tuesday, Intel INTC, +3.10%and its Mobileye subsidiary confirmed a Monday report in the Wall Street Journal that the chip giant is planning an initial public offering of the automotive-system company sometime in mid-2022. Intel plans to keep a “clear majority” stake, but it declined to be more specific.\n\n\nOne early question on the company’s brief conference call to discuss the news came from an analyst who asked whether or not the IPO was going to be a funding mechanism for Intel’s so-called IDM [integrated device manufacturing] 2.0 plan, which is what the chip maker calls its new manufacturing strategy. In October, Intel said its plans to spend approximately $25 billion to $28 billion on building more manufacturing facilities as part of its push to become a bigger player in contract manufacturing.\n\n“There will be some cash benefits, but overall, Intel sees that we have the balance sheet, the debt ratings, the cash flows from our business, that we can execute our IDM strategy with or without this transition,” Intel Chief Executive Pat Gelsinger said Tuesday, adding that Intel wants to unlock the faster-growing Mobileye. “But we are anxious to see it fully realized in the marketplace, this is a unique asset.”\n\nThe report in the Journal mentioned a possible valuation of Mobileye above $50 billion, citing executives familiar with the matter. On the conference call, however, Intel executives would not discuss a valuation at this stage. And a few analysts were a bit dubious about that number anyway.\n\n“We don’t really know what it’s worth, though in this market, and given the nature of the asset, it’s probably fair to argue that Mobileye is likely worth more than the ~$15 billion Intel paid for it in 2017,” Bernstein Research analyst Stacy Rasgon wrote in a note Tuesday.\n\nBut Intel is going to need some extra cash. After it first disclosed its capital spending plans, a few analysts have become concerned about its cash needs. In October, BMO Capital Markets analyst Ambrish Srivastava downgraded Intel, noting he was worried about Intel’s cash position amid its big expansion plans.\n\n“We see Intel barely being able to cover its dividend commitments given the depressed FCF over the next two years,” he wrote at the time, adding that he was not worried about the dividend because of Intel’s capacity to take on new debt.\n\nIn a Tuesday note, Raymond James analyst Chris Caso wrote: “While we consider to be a shrewd move, it doesn’t change our thesis on Intel — the value in Mobileye is still small in relation to the overall company, and while the deal will provide much-needed cash, we aren’t confident in a return on that cash investment due to the significant challenges Intel faces in catching up on manufacturing.”\n\nClearly, Mobileye is a hidden jewel within Intel, and as Gelsinger described it having created advanced driver-assistance systems, it also is expected to see big potential in autonomous driving. Intel is wise to capitalize on that asset, but it’s not clear how much value it will be able to realize, as it works to get back to its former manufacturing supremacy.","news_type":1,"symbols_score_info":{"INTC":0.9}},"isVote":1,"tweetType":1,"viewCount":3711,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":14,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"hasMoreComment":false,"orderType":2}