英特爾CEO:兩年趕上台積 - 股票

By Daph Bay
at 2021-05-04T13:59
at 2021-05-04T13:59
Table of Contents
英特爾CEO:兩年趕上台積
https://money.udn.com/money/story/5612/5431331
經濟日報 編譯季晶晶、簡國帆、洪啟原/綜合外電
英特爾新任執行長基辛格(Pat Gelsinger)在接受CBS「60分鐘」訪問時說,全球半導體
短缺衝擊到眾多產業的問題,可能在幾年內都無法解決,英特爾正在調整一些工廠以提高
產量。他也說,英特爾將花兩年時間全力追趕台積電(2330)。
基辛格說,英特爾正計劃調整一些工廠,以生產車用晶片,處理晶片短缺問題。他說,可
能要至少幾個月的時間,才能讓供應緊張開始緩解,「要兩年才能追趕上各方面激增的需
求」。
他指出,美國在半導體產業的勢力下滑,25年前美國還主宰晶片業,生產的晶片量占全球
的37%,如今卻降至僅有12%,現在美國也只有英特爾一家在生產高階的尖端晶片。現在約
75%的半導體產能集中在亞洲。
他說:「任何看到供應鏈的人都會說,『那是個問題』。這是個很重大而關鍵的產業,我
們希望讓更多(晶片產能)留在美國境內:我們想要的工作,對長期科技未來的控制權,
以及我們說過的,對供應鏈的破壞式創新。」
CBS詢問為何不由民間產業資金代替政府帶頭發展晶片業時,基辛格說,這些資金可能樂
於向一些亞洲供應商購買技術,但事實上這些資金沒有選擇,配備最微小電晶體的晶片根
本沒有「美國製造」的選項,英特爾目前沒有製造蘋果等業者所需晶片的專業知識(
know-how)。
他說,美國晶片業勢力最大受挫之刻,可能是在2000年代初,當時蘋果故執行長賈伯斯需
要iPhone晶片,但英特爾不感興趣,之後蘋果到亞洲找尋合作夥伴,最後找到台積電,而
台積電現在生產的晶片運算速度比英特爾產品快30%,效能也更強大,製造技術領先英特
爾,英特爾認為將需要花兩年趕上,「我們將心無旁鶩」。
英特爾承認落後台積電2年
難怪今天台積電不跌反漲
--
https://money.udn.com/money/story/5612/5431331
經濟日報 編譯季晶晶、簡國帆、洪啟原/綜合外電
英特爾新任執行長基辛格(Pat Gelsinger)在接受CBS「60分鐘」訪問時說,全球半導體
短缺衝擊到眾多產業的問題,可能在幾年內都無法解決,英特爾正在調整一些工廠以提高
產量。他也說,英特爾將花兩年時間全力追趕台積電(2330)。
基辛格說,英特爾正計劃調整一些工廠,以生產車用晶片,處理晶片短缺問題。他說,可
能要至少幾個月的時間,才能讓供應緊張開始緩解,「要兩年才能追趕上各方面激增的需
求」。
他指出,美國在半導體產業的勢力下滑,25年前美國還主宰晶片業,生產的晶片量占全球
的37%,如今卻降至僅有12%,現在美國也只有英特爾一家在生產高階的尖端晶片。現在約
75%的半導體產能集中在亞洲。
他說:「任何看到供應鏈的人都會說,『那是個問題』。這是個很重大而關鍵的產業,我
們希望讓更多(晶片產能)留在美國境內:我們想要的工作,對長期科技未來的控制權,
以及我們說過的,對供應鏈的破壞式創新。」
CBS詢問為何不由民間產業資金代替政府帶頭發展晶片業時,基辛格說,這些資金可能樂
於向一些亞洲供應商購買技術,但事實上這些資金沒有選擇,配備最微小電晶體的晶片根
本沒有「美國製造」的選項,英特爾目前沒有製造蘋果等業者所需晶片的專業知識(
know-how)。
他說,美國晶片業勢力最大受挫之刻,可能是在2000年代初,當時蘋果故執行長賈伯斯需
要iPhone晶片,但英特爾不感興趣,之後蘋果到亞洲找尋合作夥伴,最後找到台積電,而
台積電現在生產的晶片運算速度比英特爾產品快30%,效能也更強大,製造技術領先英特
爾,英特爾認為將需要花兩年趕上,「我們將心無旁鶩」。
英特爾承認落後台積電2年
難怪今天台積電不跌反漲
--
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