英特爾傳300億美元併格羅方德 陸行之: - 3C
By Adele
at 2021-07-16T20:52
at 2021-07-16T20:52
Table of Contents
英特爾傳300億美元併格羅方德 陸行之:弊大於利
https://www.cna.com.tw/news/afe/202107160116.aspx
https://reurl.cc/3aZ1MV
中央社
2021/7/16 13:22
(中央社記者張建中新竹16日電)英特爾(Intel)傳出打算斥資約300億美元,收購晶圓代
工廠格羅方德(GlobalFoundries)。半導體產業分析師陸行之認為,英特爾此舉將是弊大
於利。
「華爾街日報」引述知情人士報導,英特爾打算斥資約300億美元(約新台幣8390億元)收
購格羅方德,以加速生產更多晶片,將是英特爾史上最大手筆的收購案,但目前無法保證交
易會達成。
英特爾執行長季辛格(Pat Gelsinger)上任以來動作不斷,不僅決定重返晶圓代工領域,
宣布擴大美國投資,並將在歐洲建晶圓廠。
英特爾進一步傳出有意收購格羅方德,陸行之在臉書上表示,英特爾此舉將與台積電正面競
爭,晶圓代工廠聯電及中芯國際也都無法置身事外。
他分析指出,英特爾收購格羅方德,並不會額外增加晶圓代工供給。英特爾透過收購格羅方
德,將可取得7%的晶圓代工市場占有率,及代工服務的專業知識,並有助英特爾補強矽智財
(IP)與製程技術。
只是格羅方德主要工廠在美國,成本比較高,客戶結構也較弱,陸行之預期,收購格羅方德
恐會拉低英特爾的毛利率。
此外,格羅方德有一些與英特爾在中央處理器、繪圖處理器、網通、人工智慧與物聯網領域
競爭的客戶,陸行之表示,這些客戶看到英特爾將入主格羅方德,勢必會轉單。
陸行之還認為,英特爾不僅分散資源,並可能拖累產品設計部門的競爭力。他表示,晶圓代
工並不是英特爾所想得好做。(編輯:趙蔚蘭)1100716
-----
我大I皇請再三再三再三思
千萬不要狗急跳牆
買這種
狂烙賽垃圾製程
連AMD也不要的糞廠
污染我大I皇尊爵不凡高貴血統的產品
I皇你一定會後悔莫及的
--
Sent from my SkyNet
--
https://www.cna.com.tw/news/afe/202107160116.aspx
https://reurl.cc/3aZ1MV
中央社
2021/7/16 13:22
(中央社記者張建中新竹16日電)英特爾(Intel)傳出打算斥資約300億美元,收購晶圓代
工廠格羅方德(GlobalFoundries)。半導體產業分析師陸行之認為,英特爾此舉將是弊大
於利。
「華爾街日報」引述知情人士報導,英特爾打算斥資約300億美元(約新台幣8390億元)收
購格羅方德,以加速生產更多晶片,將是英特爾史上最大手筆的收購案,但目前無法保證交
易會達成。
英特爾執行長季辛格(Pat Gelsinger)上任以來動作不斷,不僅決定重返晶圓代工領域,
宣布擴大美國投資,並將在歐洲建晶圓廠。
英特爾進一步傳出有意收購格羅方德,陸行之在臉書上表示,英特爾此舉將與台積電正面競
爭,晶圓代工廠聯電及中芯國際也都無法置身事外。
他分析指出,英特爾收購格羅方德,並不會額外增加晶圓代工供給。英特爾透過收購格羅方
德,將可取得7%的晶圓代工市場占有率,及代工服務的專業知識,並有助英特爾補強矽智財
(IP)與製程技術。
只是格羅方德主要工廠在美國,成本比較高,客戶結構也較弱,陸行之預期,收購格羅方德
恐會拉低英特爾的毛利率。
此外,格羅方德有一些與英特爾在中央處理器、繪圖處理器、網通、人工智慧與物聯網領域
競爭的客戶,陸行之表示,這些客戶看到英特爾將入主格羅方德,勢必會轉單。
陸行之還認為,英特爾不僅分散資源,並可能拖累產品設計部門的競爭力。他表示,晶圓代
工並不是英特爾所想得好做。(編輯:趙蔚蘭)1100716
-----
我大I皇請再三再三再三思
千萬不要狗急跳牆
買這種
狂烙賽垃圾製程
連AMD也不要的糞廠
污染我大I皇尊爵不凡高貴血統的產品
I皇你一定會後悔莫及的
--
Sent from my SkyNet
--
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