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3周前 (2025/03/12 12:00), 3周前編輯推噓398(469推 71噓 380→)
留言920則, 510人參與, 3周前最新討論串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, 3周前 , 1F
這什麼？
03/12 12:01, 1F
噓
03/12 12:01, 3周前 , 2F
??
03/12 12:01, 2F
推
03/12 12:01, 3周前 , 3F
結果還是要合資www
03/12 12:01, 3F
噓
03/12 12:01, 3周前 , 4F
大利空
03/12 12:01, 4F
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03/12 12:01, 3周前 , 5F
還是講中文吧 阿鬼
03/12 12:01, 5F
推
03/12 12:01, 3周前 , 6F
慘
03/12 12:01, 6F
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03/12 12:01, 3周前 , 7F
還沒死心阿
03/12 12:01, 7F
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03/12 12:01, 3周前 , 8F
所以還是被迫收牙膏？
03/12 12:01, 8F
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03/12 12:01, 3周前 , 9F
靠北 鬼故事還沒完..
03/12 12:01, 9F
推
03/12 12:01, 3周前 , 10F
毀了
03/12 12:01, 10F
→
03/12 12:01, 3周前 , 11F
鬼故事來囉
03/12 12:01, 11F
推
03/12 12:02, 3周前 , 12F
GG+NV+AMD+AVGO 合資買INTEL的晶圓廠XD
03/12 12:02, 12F
噓
03/12 12:02, 3周前 , 13F
還來？
03/12 12:02, 13F
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03/12 12:02, 3周前 , 14F
笑死，沒救了
03/12 12:02, 14F
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03/12 12:02, 3周前 , 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, 3周前 , 16F
續命 拿你的命續我的命
03/12 12:02, 16F
推
03/12 12:02, 3周前 , 17F
完了 大利空
03/12 12:02, 17F
推
03/12 12:02, 3周前 , 18F
談判大成功
03/12 12:02, 18F
推
03/12 12:02, 3周前 , 19F
GG利多 可以買了
03/12 12:02, 19F
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03/12 12:02, 3周前 , 20F
真的假的 還是要喔
03/12 12:02, 20F
推
03/12 12:02, 3周前 , 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, 3周前 , 22F
完蛋了
03/12 12:02, 22F
推
03/12 12:02, 3周前 , 23F
崩
03/12 12:02, 23F
推
03/12 12:02, 3周前 , 24F
GG
03/12 12:02, 24F
→
03/12 12:02, 3周前 , 25F
快跑吧
03/12 12:02, 25F
推
03/12 12:02, 3周前 , 26F
這就是談判 嘻嘻
03/12 12:02, 26F
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03/12 12:02, 3周前 , 27F
塊 陶 啊
03/12 12:02, 27F
推
03/12 12:02, 3周前 , 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, 3周前 , 29F
不到50%？? 嘻嘻
03/12 12:03, 29F
推
03/12 12:03, 3周前 , 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, 3周前 , 31F
真的是完全被吃夠夠www
03/12 12:03, 31F
推
03/12 12:03, 3周前 , 32F
護國神山 黯然神傷
03/12 12:03, 32F
推
03/12 12:03, 3周前 , 33F
阿斗來了
03/12 12:03, 33F
推
03/12 12:03, 3周前 , 34F
sources說的話最準了，對吧
03/12 12:03, 34F
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03/12 12:03, 3周前 , 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, 3周前 , 36F
嘻嘻 啊不是一千億最棒的deal
03/12 12:03, 36F
推
03/12 12:03, 3周前 , 37F
哇操，付錢還不能贖身
03/12 12:03, 37F
推
03/12 12:03, 3周前 , 38F
感覺是雙贏
03/12 12:03, 38F
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03/12 12:03, 3周前 , 39F
GG一定是49.9%，不用想了
03/12 12:03, 39F
還有 841 則推文
還有 1 段內文
噓
03/12 16:10, 3周前 , 881F
這是最爛的劇本吧....
03/12 16:10, 881F
推
03/12 16:11, 3周前 , 882F
笑死
03/12 16:11, 882F
推
03/12 16:13, 3周前 , 883F
有病吧
03/12 16:13, 883F
推
03/12 16:14, 3周前 , 884F
結果yaw看成pitch
03/12 16:14, 884F
噓
03/12 16:20, 3周前 , 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
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03/12 16:20, 3周前 , 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, 3周前 , 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, 3周前 , 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
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03/12 16:20, 3周前 , 889F
？
03/12 16:20, 889F
噓
03/12 16:26, 3周前 , 890F
GG下看500？
03/12 16:26, 890F
→
03/12 16:38, 3周前 , 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周前 , 892F
明基2.0，安心上路
03/12 16:43, 892F
噓
03/12 16:48, 3周前 , 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周前 , 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周前 , 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
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03/12 16:53, 3周前 , 896F
in 就是贏兩次 ^ _^
03/12 16:53, 896F
噓
03/12 16:58, 3周前 , 897F
intel股價差時，就會來一篇
03/12 16:58, 897F
推
03/12 17:00, 3周前 , 898F
笑死 崩毀
03/12 17:00, 898F
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03/12 17:02, 3周前 , 899F
gg出錢出奴工，給i管理？
03/12 17:02, 899F
噓
03/12 17:03, 3周前 , 900F
缺錢就找台灣要就是了？
03/12 17:03, 900F
推
03/12 17:13, 3周前 , 901F
出了台灣直接變美企了
03/12 17:13, 901F
推
03/12 17:14, 3周前 , 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周前 , 903F
路邊社幾次假新聞了
03/12 17:19, 903F
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03/12 17:22, 3周前 , 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, 3周前 , 905F
家產送光光囉，哈哈
03/12 17:29, 905F
→
03/12 17:29, 3周前 , 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, 3周前 , 907F
這是哪一個野雞媒體的報導（反串）
03/12 17:37, 907F
→
03/12 17:59, 3周前 , 908F
完了
03/12 17:59, 908F
推
03/12 18:11, 3周前 , 909F
賴清德：已掌握
03/12 18:11, 909F
推
03/12 19:10, 3周前 , 910F
進去之後才發現更大的債務
03/12 19:10, 910F
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03/12 19:23, 3周前 , 911F
美國感覺想盡辦法想救intel. 不看好
03/12 19:23, 911F
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03/12 19:46, 3周前 , 912F
就把gg當凱子噱你們還沒醒喔
03/12 19:46, 912F
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03/12 19:47, 3周前 , 913F
1000億就這樣出去
03/12 19:47, 913F
→
03/12 20:33, 3周前 , 914F
青鳥們一聲都不敢吭
03/12 20:33, 914F
推
03/13 00:31, 3周前 , 915F
沒台積電主導，這幾家要蓋一個晶圓製造廠要蓋多久？
03/13 00:31, 915F
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03/13 00:31, 3周前 , 916F
搞笑逆。如果真那麼好，INTC早飛上天了，才漲個4趴
03/13 00:31, 916F
→
03/13 00:31, 3周前 , 917F
多？比NVDA漲的還少。
03/13 00:31, 917F
→
03/13 00:31, 3周前 , 918F
GG是民營企業，在美投資1000億後，川普政府就沒有在
03/13 00:31, 918F
→
03/13 00:31, 3周前 , 919F
商言商外的其他手段可以左右他的投資決策了好嗎！
03/13 00:31, 919F
推
03/13 07:40, 3周前 , 920F
該付的保護費 付一付 短空長多
03/13 07:40, 920F
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