09/17/2024, 07:00 PM UTC
全面进攻：英特尔在芯片制造领域的策略All Guns Firing At Intel
➀ 英特尔在第三季度业绩不佳后，推出了独立运营的晶圆厂业务，旨在吸引包括AMD、NVIDIA和Qualcomm在内的美国竞争对手。美国商务部也在鼓励这种转变，全球前十大无晶圆厂公司中有一半位于美国。 ➁ 美国超大规模企业正寻求专有的SoC，英特尔晶圆厂成为了一个可行的选项。 ➂ 随着英特尔承诺明年的晶圆厂工艺将是全球最好的，这为显著增长提供了潜力。➀ Intel has made a strong move after poor Q3 results, repositioning its foundry unit as an independent operation. This is aimed at attracting US rivals like AMD, Nvidia, and Qualcomm. The US Department of Commerce is encouraging this shift, with half of the world's top ten fabless companies based in the US. ➁ Intel's foundry unit is seen as a viable option for US hyperscalers looking for proprietary SOCs. ➂ With Intel's promise of the world's best foundry process next year, there's potential for significant growth.
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