Intel sells stake in UK chip designer Arm amid company-wide restructuring and cost cuts

Intel sells stake in UK chip designer Arm amid company-wide restructuring and cost cuts
Technology

A sign is posted in front of Intel headquarters on August 01, 2024 in Santa Clara, California. 

Justin Sullivan | Getty Images News | Getty Images

Intel has sold its 1.18 million share stake in British chip firm Arm Holdings, according to a regulatory filing, as the California chip designer shores up its balance sheet amid intense competition. 

The sale, disclosed on Tuesday, likely raised Intel nearly $147 million, based on Arm’s average stock price between April and June.

Intel had cash and cash equivalents of $11.3 billion, and liabilities of about $32 billion at the end of June, according to its latest financials.

The divestment from Arm comes amid a tumultuous financial period for Intel, as it undergoes what CEO Pat Gelsinger has called “the most substantial restructuring of Intel since the memory microprocessor transition four decades ago.” 

At the start of August, Intel announced a $10 billion cost-reduction plan that will see it cut around 15,000 employees, eliminate its fiscal fourth-quarter dividend and reduce capital expenditures.

At the same time, Intel had reported worse-than-expected quarterly results and issued a light guidance for the current period. The results were followed by the largest single day drop in Intel’s stock price in 50 years, down 26%.

The chip firm, which both designs its own chips as well as manufactures them, has been struggling to keep up with other semiconductor competitors amid intensifying competition due to the AI boom. 

According to Gelsinger, the company’s latest losses were compounded by its decision to more rapidly produce its Core Ultra PC chips which are build to handle AI workloads. 

Competitors such as AMD and Qualcomm have also been racing to roll out more AI-focused chips, chasing the success of Nvidia

Under Gelsinger, the company is also looking to grow its struggling chip foundry business, and wrestle back market share lost to Taiwan’s dominant TSMC and South Korea’s Samsung in recent years.

Intel and Arm did not respond to a request for comment concerning the sale when contacted by CNBC on Wednesday.

Intel, which has lost nearly 60% of its stock value so far this year, was slightly up in after-hours trading, according to LSEG data.

Arm’s shares have been performing well since its IPO last September, up nearly 65% year to date. 

Japan’s SoftBank Group has a majority stake in Arm, and has been a beneficiary of the jump in the company’s shares.

Read original article here.

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