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

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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