Re: [情報] TSMC pitched Intel foundry JV to Nvidi

看板Stock (股票)作者pujos (lks)時間8小時前 (2025/03/12 12:31)推噓7(8推 1噓 12→)

留言21則, 13人參與討論串6/12 (看更多)

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. -- ※ 發信站: 批踢踢實業坊(ptt.cc), 來自: 110.30.120.10 (臺灣) ※ 文章網址: https://www.ptt.cc/bbs/Stock/M.1741753903.A.C1B.html

推

ca1123

03/12 12:33, 8小時前 , 1^F

03/12 12:33, 1^F

噓

F93935

03/12 12:33, 8小時前 , 2^F

03/12 12:33, 2^F

→

F93935

03/12 12:33, 8小時前 , 3^F

03/12 12:33, 3^F