04/07/2025, 05:30 AM UTC
分析师对TSMC-英特尔合资计划提出质疑Analysts question TSMC-Intel jv plan
分析师对台积电运营或与英特尔共同经营晶圆厂的计划表示担忧。他们认为，在制造和运营方面的差异将阻碍成功。花旗集团认为，英特尔的晶圆厂在与台积电的竞争中未能成功，迫使公司使用劣质的制造技术将损害股东价值。Lynx Equity质疑台积电对英特尔IFS的兴趣，以及可能涉及的风险。美银指出英特尔与台积电在技术上的不匹配，并质疑英特尔因晶圆厂运营拥有50%以上的所有权而获得190亿美元芯片法案资助的资格。
Analysts have raised concerns about TSMC's plan to operate or form a joint venture with Intel's fabs. They believe the differences in manufacturing and operations would hinder success. Citigroup suggests that Intel's foundry has failed to compete with TSMC and that forcing a company to use inferior manufacturing would diminish shareholder value. Lynx Equity questions TSMC's interest in Intel's IFS and the potential risks involved. Bank of America points out the technological mismatch between Intel and TSMC and questions Intel's eligibility for $19 billion in Chips Act funding due to the required majority ownership.
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