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%。 ----- Sent from JPTT on my Xiaomi 23090RA98G. --

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