#英特爾 #台積電 #陸行之 #半導體 #阿捷報導
昨天英特爾宣布晶圓代工業務
已經獲得亞馬遜和高通兩家廠商的訂單
被外界視為向台積電宣戰
台積電目前股價跌至575元
寫2個月低點 市值跌破15兆
對於英特爾的幾項動作
半導體權威分析師陸行之認為
英特爾動作確實比過去積極
但是要看它公布的進度能否達標
而英特爾在晶圓代工領域搶下市占
陸行之目前認為對台積電影響不大
英特爾執行長基辛格
也談到這有點複雜的競合關係
表示其實市場大餅越來越大
並不是我多做了 你就少了
而是大家都有飯吃
一段訪問給大家參考
BBC問:How disruptive do you think it will be, coming in to take business away from Samsung and TSMC?
基辛格:Overall I think everybody is groaning to catch up to the overwhelming demand. And we're going to use Samsung and TSMC for some of our products.
So this is about "co-op-petition". We expect to have strong partnerships with them as customers, and in some cases we'll compete a little bit. But overall, this is a rapidly growing $100bn market segment that simply needs more supply.
#您也可以直接參考阿捷報導
