PTT職涯區 / Stock (股票)

[情報] TSMC pitched Intel foundry JV to Nvidi

看板Stock (股票)作者 (HYYY)時間8小時前 (2025/03/12 12:00), 8小時前編輯推噓394(465推 71噓 372→)
留言908則, 504人參與, 2小時前最新討論串1/12 (看更多)
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%。 -- ※ 發信站: 批踢踢實業坊(ptt.cc), 來自: 118.168.204.19 (臺灣) ※ 文章網址: https://www.ptt.cc/bbs/Stock/M.1741752022.A.F00.html
推
03/12 12:01, 8小時前 , 1F
這什麼？
03/12 12:01, 1F
噓
03/12 12:01, 8小時前 , 2F
??
03/12 12:01, 2F
推
03/12 12:01, 8小時前 , 3F
結果還是要合資www
03/12 12:01, 3F
噓
03/12 12:01, 8小時前 , 4F
大利空
03/12 12:01, 4F
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03/12 12:01, 8小時前 , 5F
還是講中文吧 阿鬼
03/12 12:01, 5F
推
03/12 12:01, 8小時前 , 6F
慘
03/12 12:01, 6F
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03/12 12:01, 8小時前 , 7F
還沒死心阿
03/12 12:01, 7F
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03/12 12:01, 8小時前 , 8F
所以還是被迫收牙膏？
03/12 12:01, 8F
→
03/12 12:01, 8小時前 , 9F
靠北 鬼故事還沒完..
03/12 12:01, 9F
推
03/12 12:01, 8小時前 , 10F
毀了
03/12 12:01, 10F
→
03/12 12:01, 8小時前 , 11F
鬼故事來囉
03/12 12:01, 11F
推
03/12 12:02, 8小時前 , 12F
GG+NV+AMD+AVGO 合資買INTEL的晶圓廠XD
03/12 12:02, 12F
噓
03/12 12:02, 8小時前 , 13F
還來？
03/12 12:02, 13F
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03/12 12:02, 8小時前 , 14F
笑死，沒救了
03/12 12:02, 14F
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03/12 12:02, 8小時前 , 15F
結果還是必須接手英特爾的晶圓廠
03/12 12:02, 15F
推
03/12 12:02, 8小時前 , 16F
續命 拿你的命續我的命
03/12 12:02, 16F
推
03/12 12:02, 8小時前 , 17F
完了 大利空
03/12 12:02, 17F
推
03/12 12:02, 8小時前 , 18F
談判大成功
03/12 12:02, 18F
推
03/12 12:02, 8小時前 , 19F
GG利多 可以買了
03/12 12:02, 19F
→
03/12 12:02, 8小時前 , 20F
真的假的 還是要喔
03/12 12:02, 20F
推
03/12 12:02, 8小時前 , 21F
本來對美投資短空中多 這變短中長都空
03/12 12:02, 21F
推
03/12 12:02, 8小時前 , 22F
完蛋了
03/12 12:02, 22F
推
03/12 12:02, 8小時前 , 23F
崩
03/12 12:02, 23F
推
03/12 12:02, 8小時前 , 24F
GG
03/12 12:02, 24F
→
03/12 12:02, 8小時前 , 25F
快跑吧
03/12 12:02, 25F
推
03/12 12:02, 8小時前 , 26F
這就是談判 嘻嘻
03/12 12:02, 26F
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03/12 12:02, 8小時前 , 27F
塊 陶 啊
03/12 12:02, 27F
推
03/12 12:02, 8小時前 , 28F
丸子，INTC的爛廠，最終還是要GG吃下來
03/12 12:02, 28F
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03/12 12:03, 8小時前 , 29F
不到50%？? 嘻嘻
03/12 12:03, 29F
推
03/12 12:03, 8小時前 , 30F
所以這合資企業是掛什麼名字 跟intel還有關係嗎
03/12 12:03, 30F
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03/12 12:03, 8小時前 , 31F
真的是完全被吃夠夠www
03/12 12:03, 31F
推
03/12 12:03, 8小時前 , 32F
護國神山 黯然神傷
03/12 12:03, 32F
推
03/12 12:03, 8小時前 , 33F
阿斗來了
03/12 12:03, 33F
推
03/12 12:03, 8小時前 , 34F
sources說的話最準了，對吧
03/12 12:03, 34F
→
03/12 12:03, 8小時前 , 35F
INTC的負資產晶圓廠可以用超高價賣給接盤俠了XDDDD
03/12 12:03, 35F
推
03/12 12:03, 8小時前 , 36F
嘻嘻 啊不是一千億最棒的deal
03/12 12:03, 36F
推
03/12 12:03, 8小時前 , 37F
哇操，付錢還不能贖身
03/12 12:03, 37F
推
03/12 12:03, 8小時前 , 38F
感覺是雙贏
03/12 12:03, 38F
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03/12 12:03, 8小時前 , 39F
GG一定是49.9%，不用想了
03/12 12:03, 39F
還有 829 則推文
還有 1 段內文
推
03/12 15:05, 5小時前 , 869F
這算是強強聯手還是爛攤子大家一起扛？
03/12 15:05, 869F
噓
03/12 15:06, 5小時前 , 870F
狗幹民進黨，執政下一點屁用都沒有
03/12 15:06, 870F
噓
03/12 15:07, 5小時前 , 871F
太羞恥了
03/12 15:07, 871F
推
03/12 15:08, 5小時前 , 872F
投資還不夠？還得吃屎？
03/12 15:08, 872F
推
03/12 15:08, 5小時前 , 873F
要死一起死的意思
03/12 15:08, 873F
噓
03/12 15:10, 5小時前 , 874F
又鬼故事了~ 只能說低姿態被予取予求
03/12 15:10, 874F
推
03/12 15:18, 5小時前 , 875F
鬼故事
03/12 15:18, 875F
噓
03/12 15:36, 4小時前 , 876F
提議但別人不會接受啊 川普就是要坑你佔大頭呢
03/12 15:36, 876F
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03/12 15:36, 4小時前 , 877F
想把鍋甩出去，那有這麼簡單的呢
03/12 15:36, 877F
推
03/12 15:46, 4小時前 , 878F
阿川學聰明知道廠能拖放大招賴不掉
03/12 15:46, 878F
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03/12 15:52, 4小時前 , 879F
門都沒有了
03/12 15:52, 879F
推
03/12 16:03, 4小時前 , 880F
哈哈哈 回收垃圾的概念
03/12 16:03, 880F
噓
03/12 16:10, 4小時前 , 881F
這是最爛的劇本吧....
03/12 16:10, 881F
推
03/12 16:11, 4小時前 , 882F
笑死
03/12 16:11, 882F
推
03/12 16:13, 4小時前 , 883F
有病吧
03/12 16:13, 883F
推
03/12 16:14, 4小時前 , 884F
結果yaw看成pitch
03/12 16:14, 884F
噓
03/12 16:20, 4小時前 , 885F
新聞要貼完整啊，Intel明面拒絕設計製造拆分，內部
03/12 16:20, 885F
→
03/12 16:20, 4小時前 , 886F
董事分歧，強調18A比GG2奈強，而且發生在3/3號前，
03/12 16:20, 886F
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03/12 16:20, 4小時前 , 887F
ing，都100B直接設廠了，GG沒道理還要分心Intel吧
03/12 16:20, 887F
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03/12 16:20, 4小時前 , 888F
，難道是想掐死Intel的Feb完全壟斷代工避免被追上
03/12 16:20, 888F
→
03/12 16:20, 4小時前 , 889F
？
03/12 16:20, 889F
噓
03/12 16:26, 3小時前 , 890F
GG下看500？
03/12 16:26, 890F
→
03/12 16:38, 3小時前 , 891F
要虧錢大家一起虧啊 不能只有我
03/12 16:38, 891F
推
03/12 16:43, 3小時前 , 892F
明基2.0，安心上路
03/12 16:43, 892F
噓
03/12 16:48, 3小時前 , 893F
gg出錢出技術出工程師然後管理美國人說了算
03/12 16:48, 893F
噓
03/12 16:50, 3小時前 , 894F
這就是軟蛋的下場 強姦一次爽一直強姦一直爽
03/12 16:50, 894F
推
03/12 16:53, 3小時前 , 895F
青鳥：這是佈局全世界，台積電又双叒 贏了，win w
03/12 16:53, 895F
→
03/12 16:53, 3小時前 , 896F
in 就是贏兩次 ^ _^
03/12 16:53, 896F
噓
03/12 16:58, 3小時前 , 897F
intel股價差時，就會來一篇
03/12 16:58, 897F
推
03/12 17:00, 3小時前 , 898F
笑死 崩毀
03/12 17:00, 898F
→
03/12 17:02, 3小時前 , 899F
gg出錢出奴工，給i管理？
03/12 17:02, 899F
噓
03/12 17:03, 3小時前 , 900F
缺錢就找台灣要就是了？
03/12 17:03, 900F
推
03/12 17:13, 3小時前 , 901F
出了台灣直接變美企了
03/12 17:13, 901F
推
03/12 17:14, 3小時前 , 902F
那不到50%的錢 等於又是送給美國吧
03/12 17:14, 902F
噓
03/12 17:19, 3小時前 , 903F
路邊社幾次假新聞了
03/12 17:19, 903F
→
03/12 17:22, 3小時前 , 904F
肯定有再談這種事啊 怎麼就假新聞了只是還沒喬好
03/12 17:22, 904F
推
03/12 17:29, 2小時前 , 905F
家產送光光囉，哈哈
03/12 17:29, 905F
→
03/12 17:29, 2小時前 , 906F
你各位阿 選出了一個敗家子祖產一點都不剩
03/12 17:29, 906F
推
03/12 17:37, 2小時前 , 907F
這是哪一個野雞媒體的報導（反串）
03/12 17:37, 907F
→
03/12 17:59, 2小時前 , 908F
完了
03/12 17:59, 908F
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