台積小心了!英特爾砸5,700億蓋新代工廠 - 股票
By David
at 2021-03-24T09:36
at 2021-03-24T09:36
Table of Contents
原文標題:
台積小心了!英特爾砸5,700億蓋新代工廠 (請勿刪減原文標題)
原文連結:
https://ctee.com.tw/news/tech/434615.html (請善用縮網址工具)
發布時間:
(請以原文網頁/報紙之發布時間為準)
工商時報 數位編輯 2021.03.24
原文內容:
英特爾新任執行長傑辛格(Pat Gelsinger)今(24日)宣布將在亞利桑納興建兩座廠房擴充製作晶片的能力,並決定開展代工業務,未來設計、製造及代工將一手包,這也給台積電與三星等廠巨大壓力。
根據傑辛格的說明,英特爾此次來勢洶洶,不只原有的晶片設計、製造等業務持續進行,未來將投入代工業,向外尋求訂單與合作,此舉預料將大大衝擊代工為主的台積電與三星。
外媒分析英特爾宣布加入晶片代工行列的原因,一方面是目前全球晶片製造過度集中在亞洲,歐美國家期待自己能擁有製造的能力,另外台灣與大陸關係不穩,過度集中在台灣也有風險。
另外,英特爾去年因製程延遲風波導致股價暴跌,甚至一度傳出晶片將全面委外製造的風聲,外媒認為,傑辛格此舉要重整公司上下士氣的意味濃厚,更有新官上任三把火的味道。
英特爾增加晶片代工服務將給予台積電壓力,但外媒認為英特爾也有企圖心成為代工廠的客戶,彼此於潛在價值達1000億美元的代工市場競爭。
(中時新聞網 郭宜欣)
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殺報台股殺台積
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