对台积电而言 问题不是INTEL晶圆部门现在亏损如何 经营Intel晶圆制造部门上百亿镁亏损 这个是小事 真正的大事是高阶晶圆制造订单 量够不够撑起这些工厂运营 工厂运营的命脉是订单 现在晶圆没啥人下英特尔 主因就是技术两光 给你你也做的2266 所以gg独霸 订单排到做也做不完 问题就出在这个单子的多是有多少 如果单子量是足够到撑起英特尔 那代表Intel工厂部门技术制程 只要一改善 那又是活生生一头现金奶牛 但是如果量只是较gg自身吞吐量 多个一、两成 实际上不足以运营GG+Intel 那就会演变成自己砍自己QQ 而这种订单需求状况 也只有gg自己知道 或许他们真的看到未来需求劲爆啊 ※ 引述《KIMBEOM (HYYY)》之铭言： : 标题：TSMC pitched Intel foundry JV to Nvidia, AMD and Broadcom, sources say : 来源：路透社 : (公司名、网站名) : 网址：https://reurl.cc/368Amj : (请善用缩网址工具) : 内文： : 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已向辉达、AMD、博通提议投资一家合资企业，该合资企业将营运英特尔的晶圆厂，G : G在合资企业中的持股比例将不超过50%。 ----- Sent from JPTT on my Xiaomi 23090RA98G. --

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