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1.原文連結：
https://slashdot.org/story/20/12/29/2338243/

2.原文內容：
Activist hedge fund Third Point LLC is pushing Intel Corp to explore
strategic alternatives, including whether it should keep chip design and
production under one roof, according to a letter it sent to the company's
chairman on Tuesday that was reviewed by Reuters. From the report:

主動避險基金Third Point LLC正在敦促Intel檢討其戰略，包括該公司是否該繼續自
主生產晶片。路透社根據Third Point LLC寄給Intel執行長的信評論：

"Were it to gain traction, Third Point's push for changes could lead to a
major shakeup at Intel, which has been slow to respond to investor calls to
outsource more of its manufacturing capacity. It could also lead to the
unwinding of some of its acquisitions, such as the $16.7 billion purchase of
programmable chip maker Altera in 2015. Third Point Chief Executive Daniel
Loeb wrote to Intel Chairman Omar Ishrak calling for immediate action to
boost the company's position as a major provider of processor chips for PCs
and data centers. The New York-based fund has amassed a nearly $1 billion
stake in Intel, according to people familiar with the matter."



3.心得/評論:
Intel製程落後三星和台G
AI落後NVIDIA
蘋果拋棄x86改用ARM
NASDAQ大盤漲43% INTEL跌21%

Intel的高級主管們到底在想什麼？

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