[中央處理器] (入股 Intel 晶圓廠) TSMC pitched Intel foundry JV to Nvidia, AMD & Broadcom

本帖最後由 kcyipgar 於 2025-3-13 09:44 編輯

TSMC pitched Intel foundry JV to Nvidia, AMD and Broadcom, sources say

TSMC would take a stake of no more than 50% in joint venture operating Intel foundries-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 taking stakes in a joint venture that would operate Intel's (INTC.O)
, opens new tab 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 customers, but it would not own more than 50%, the sources said. Qualcomm (QCOM.O)
, opens new tab has also been pitched by TSMC, according to one of the sources and a separate source.

據路透社援引消息人士指，傳 TSMC 向 NVIDIA、AMD、Broadcom 及 Qualcomm 發出合作意向，建議共同成立合資公司入股 Intel 晶圓廠。

據路透社報導，該建議下 TSMC 將負責 Intel 代工部門的營運，但持股比例不會超過 50%。有傳聞指這是特朗普政府要求 TSMC 協助重振陷入財困的 Intel 與美國半導體行業的策略。

暫時未有任何明確的金額，任何交易亦需獲得特朗普政府的批准。據傳特朗普表明不希望 Intel 或其代工部門完全由外資控股。消息人士指出，特朗普迫切希望重振 Intel 與美國半導體行業，以推動美國先進製造業的復興。

過去一年，Intel 股價大幅下跌，受巨額資產減值拖累，Intel 在 2024 年虧損高達 188 億美元。消息人士稱 Intel 董事會成員支持與 TSMC 達成交易並展開談判，但部分 Intel 高管則提出反對意見。

https://www.hkepc.com/23314/%E5%82%B3_TSMC_%E8%81%AF%E6%89%8B_NVIDIAAMD_%E5%85%A5%E8%82%A1_Intel_%E6%99%B6%E5%9C%93%E5%BB%A0___TSMC_%E5%B0%87%E8%B2%A0%E8%B2%AC%E4%BB%A3%E5%B7%A5%E7%87%9F%E9%81%8B

https://www.reuters.com/technology/tsmc-pitched-intel-foundry-jv-nvidia-amd-broadcom-sources-say-2025-03-12/

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本帖最後由 s84292 於 2025-3-13 03:11 編輯

2-3年做唔掂，覺得冇潛力就賣
當年INTEL IPHONE SOC 睇唔上眼唔做、
做INTEL 計算卡做幾年又放棄（之後幾年送晒個市場比NV）
手機SOC 做2年又唔做、
4G/5G 做幾年唔順又唔做賣左佢，
SSD又覺得唔賺錢又賣
依家晶圓廠捱左幾年洗左成2千億有D突破又話要賣出去了

乜技術儲備都賣晒INTEL仲剩乜野
為左做靚盤數比股價短時間升返上去，等董事會佢地走到人
其他部門個數如果外判出去，仲會有咁高純利率？

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