INTC執行長抱怨政府撒錢給"那間公司" - 3C

By Freda
at 2021-07-09T22:52
at 2021-07-09T22:52
Table of Contents
近期傳出美國半導體巨頭英特爾將下單給台積電3奈米製程
但英特爾(Intel)執行長Pat Gelsinger卻投書媒體表示,補助520億美元在美設廠、卻不把技術、IP專利權留在美國的外企,外界認為這就是指台積電,並引發譁然。
對此,半導體業界指出,看不懂英特爾的操作為何,甚至希望英特爾先別再延遲7奈米新品推出,才是挽救公司營運的主要目標。
面對英特爾背後捅刀,惹來資深半導體分析師陸行之在臉書列出4項質疑,認為英特爾打從心裡沒把台積電當合作夥伴,使用台積電代工也只是暫時逼不得已,另外一面則是不斷遊說美國政府不要補助台積電,那去美國設廠也做個樣板廠就好,不需要熱臉貼冷屁股。
也在同時,英特爾近日宣布,由於10奈米製程再度延期,預期代號Sapphire Rapids的伺服器處理器將從今年底延至明年初才會量產,被視為Pat Gelsinger上台首場挫敗,雖然官方指稱這是為了讓該款處理器性能提升,Bernstein Research分析師Stacy Rasgon就表示,認為英特爾提出的改革藍圖,無法改善該公司產品競爭惡化的事實。
據Digitimes報導,半導體業界指出,台積電2020年宣部赴美設廠,用以生產5奈米製程生產線,這是早就與美國談好的內容,況且這是美國邀請台積電赴美設廠,若美國沒有拿出大量補貼台積電,照過去台積電董事長劉德音指出,美國政府補助是影響台積電赴美設廠關鍵,台積電赴美的成本換算下來跟在台灣設廠差不多,這也是美國展現的心意。
如今,英特爾卻由執行長Pat Gelsinger投書批評政經情勢,應該先顧好自己提出2023年推出7奈米製程產品,不宜再延遲,並全心投入IDM 2.0(垂直整合製造2.0)計畫,完成採用研發最佳產品、最好生產方式替客戶服務,將投入200億美元興建2座晶圓代工廠等承諾。
照理來說,英特爾在半導體領域的地位,其實從美國政府下手都比投書還快。另外,英特爾與台積電合作,雖然3奈米製程投片量不如蘋果,但也是規模放量增長,實在看不懂Pat Gelsinger的操作。
至於英特爾還要與NVIDIA、AMD競爭,甚至X86架構還要面對ARM的挑戰,若有台積電晶圓代工產能支撐,將有更多餘裕放在設計資源上,雖然英特爾不一定情願下單給台積電,但對於台積電來說都不至於營運造成影響。
https://ctee.com.tw/news/tech/486168.html
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