作者pujos (lks)
看板Stock
標題Re: [情報] TSMC pitched Intel foundry JV to Nvidi
時間Wed Mar 12 12:31:39 2025
對台積電而言
問題不是INTEL晶圓部門現在虧損如何
經營Intel晶圓製造部門上百億鎂虧損
這個是小事
真正的大事是高階晶圓製造訂單
量夠不夠撐起這些工廠運營
工廠運營的命脈是訂單
現在晶圓沒啥人下英特爾
主因就是技術兩光
給你你也做的2266
所以gg獨霸
訂單排到做也做不完
問題就出在這個單子的多是有多少
如果單子量是足夠到撐起英特爾
那代表Intel工廠部門技術製程
只要一改善
那又是活生生一頭現金奶牛
但是如果量只是較gg自身吞吐量
多個一、兩成
實際上不足以運營GG+Intel
那就會演變成自己砍自己QQ
而這種訂單需求狀況
也只有gg自己知道
或許他們真的看到未來需求勁爆啊
※ 引述《KIMBEOM (HYYY)》之銘言：
: 標題：TSMC pitched Intel foundry JV to Nvidia, AMD and Broadcom, sources say
: 來源：路透社
: (公司名、網站名)
: 網址：https://reurl.cc/368Amj
: (請善用縮網址工具)
: 內文：
: TSMC would take a stake of no more than 50% in joint venture operating Intel f
: oundries-sources
: Talks are at an early stage-sources
: Qualcomm has also received TMSC's pitch-sources
: SINGAPORE/NEW YORK/TAIPEI, March 12 (Reuters) - TSMC (2330.TW), opens new tab
: has pitched U.S. chip designers Nvidia (NVDA.O), opens new tab, Advanced Micro
: Devices (AMD.O), opens new tab and Broadcom (AVGO.O), opens new tab about tak
: ing stakes in a joint venture that would operate Intel's (INTC.O), opens new t
: ab factories, according to four sources familiar with the matter.
: Under the proposal, the Taiwanese chipmaking giant would run the operations of
: Intel's foundry division, which makes chips adapted for the needs of customer
: s, but it would not own more than 50%, the sources said. Qualcomm (QCOM.O), op
: ens new tab has also been pitched by TSMC, according to one of the sources and
: a separate source.
: The talks, which are at an early stage, come after U.S. President Donald Trump
: 's administration requested TSMC, the world's leading contract chipmaker, assi
: st in turning around the troubled U.S. industrial icon, the sources said on co
: ndition of anonymity because the talks are not public.
: The details of the plan for TSMC to take no more than a 50% stake and its over
: tures to potential partners are being reported for the first time.
: Any final deal - the value of which is unclear - would need approval from the
: Trump administration, which does not want Intel or its foundry division to be
: fully foreign-owned, the sources said.
: Intel, TSMC, Nvidia, AMD and Qualcomm declined to comment. The White House and
: Broadcom did not respond to requests for comment.
: At stake is the future of the U.S. chipmaking giant, whose shares have lost mo
: re than half of their value in the last year.
: GG已向輝達、AMD、博通提議投資一家合資企業，該合資企業將營運英特爾的晶圓廠，G
: G在合資企業中的持股比例將不超過50%。
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推 ca1123 : 至少多了幾個先進製程的廠來做intel老黃博通等晶片 03/12 12:33
噓 F93935 : 那麼簡單喔 那鴻海有訂單一個夏普都搞不好 03/12 12:33
→ F93935 : 併廠有時候是毒藥丸 03/12 12:33
→ F93935 : 忘記benq 怎麼死的嗎 03/12 12:34
→ ca1123 : 等公司上市在把股份脫手就好了 03/12 12:34
→ deann : 訂單太滿到 要收購英特爾幫忙生產了 03/12 12:35
→ robust083 : 我們是棋手 03/12 12:35
→ blue1204 : 夏普搞不好？？ 03/12 12:35
推 firstkiki : 不是說滿了，都滿出來了？？？ 03/12 12:35
推 jhnny : 最後又overbooking 03/12 12:35
→ Morphee : 滿出來了 漫出來了阿阿阿阿阿 03/12 12:36
推 ETTom : 然後技術被學走 減少別人進入的門檻嗎XD 03/12 12:40
推 sasmwh561 : intel技術可以把，問題是良率 03/12 12:42
→ efed : 台灣又要再示範舔跪技巧了嗎？好傷心，竟然沒有國 03/12 12:42
→ efed : 家跟進... 03/12 12:42
推 cool10528 : 這就跟看到女友洗澡時手機跳約砲訊息還說服自己這只 03/12 12:47
→ cool10528 : 是Prank然後開始找攝影機的自慰程度差不多 03/12 12:47
推 glasseater : 不把技術轉過去->IFS沒單->GG賠錢吃屎 03/12 12:58
→ glasseater : 把技術轉過去->單也轉過去->GG賺錢變少, IFS要跟人 03/12 12:58
→ glasseater : 拆半->GG吃屎 03/12 12:58