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作者 pujos (lks)
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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※ 發信站: 批踢踢實業坊(ptt.cc), 來自: 110.30.120.10 (臺灣)
※ 作者: pujos 2025-03-12 12:31:39
※ 文章代碼(AID): #1dqGulmR (Stock)
※ 文章網址: https://www.ptt.cc/bbs/Stock/M.1741753903.A.C1B.html
※ 同主題文章:
Re: [情報] TSMC pitched Intel foundry JV to Nvidia, AMD and Broadc
03-12 12:31 pujos
Re: [情報] TSMC pitched Intel foundry JV to Nvidi
03-12 12:36 kingofsdtw
Re: [情報] TSMC pitched Intel foundry JV to Nvidi
03-12 12:47 GODLP
推 ca1123: 至少多了幾個先進製程的廠來做intel老黃博通等晶片1F 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
併廠有時候是毒藥丸
忘記benq 怎麼死的嗎2F 03/12 12:33
→ ca1123: 等公司上市在把股份脫手就好了5F 03/12 12:34
→ deann: 訂單太滿到 要收購英特爾幫忙生產了6F 03/12 12:35
推 robust083: https://www.pinview.com.tw/News/39803.html
我們是棋手7F 03/12 12:35
護國防、拚經濟！賴清德：台灣是棋手不是棋子 與美方保持溝通尋求雙贏
[圖]
總統賴清德今（14）日主持上任後首次國家安全高層會議，針對美台關係、半導體產業發展及兩岸關係三大面向提出國家策略方案，並宣布將以特別預算方式提高國防預算至GDP 3%以上。 ...

 
→ blue1204: 夏普搞不好？？9F 03/12 12:35
推 firstkiki: 不是說滿了，都滿出來了？？？10F 03/12 12:35
推 jhnny: 最後又overbooking11F 03/12 12:35
→ Morphee: 滿出來了 漫出來了阿阿阿阿阿12F 03/12 12:36
推 ETTom: 然後技術被學走 減少別人進入的門檻嗎XD13F 03/12 12:40
推 sasmwh561: intel技術可以把，問題是良率14F 03/12 12:42
→ efed: 台灣又要再示範舔跪技巧了嗎？好傷心，竟然沒有國家跟進...15F 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是Prank然後開始找攝影機的自慰程度差不多17F 03/12 12:47
推 glasseater: 不把技術轉過去->IFS沒單->GG賠錢吃屎
把技術轉過去->單也轉過去->GG賺錢變少, IFS要跟人拆半->GG吃屎19F 03/12 12:58

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