在21世纪初，Intel毫无疑问是计算机行业领头羊，该公司在多个领域都处于统治地位，无论是消费市场 还是专业市场。 当时NVIDIA与Intel签订了一份制造芯片组的合同，但后来转向内部设计，引发了双方关于许可协议的 争议，最终NVIDIA胜诉。 【#黄仁勋称英特尔用33年消灭英伟达##黄仁勋回应与英特尔合作#】近日，NVIDIA CEO黄仁勋在接受 《Mad Money》栏目主持人Jim Cramer的采访时，回顾了与Intel之间一个有趣的往事。 黄仁勋表示："Intel用了33年试图消灭我们。"当然这句话是有点开玩笑的意味在其中。 黄仁勋认为，合作将使双方在不断变化的AI硬件市场中实现双赢，并用"我们是朋友，不是对手"来形容 双方的关系。（快科技） 不过曾经的竞争对手如今却走到了一起，黄仁勋指出，双方能够达成合作的关键在于他与Intel现任CEO 陈立武的友谊。 ...

Core Insights - Arm CEO Rene Haas expressed that Intel has missed several key opportunities in the semiconductor industry, particularly in competing with TSMC and adapting to market trends [3][4]. Group 1: Intel's Challenges - Intel has faced significant challenges due to its delayed adoption of EUV technology, which has allowed TSMC to gain a competitive edge [3][4]. - The company has been penalized in various sectors, especially in the smartphone market, where it has completely missed out [3][4]. - The long-term investment required for wafer fabrication and defining architecture has made it difficult for Intel to catch up once it falls behind [3][4]. Group 2: Industry Perceptions - There is a perception gap regarding manufacturing jobs between the West and Taiwan, where working at TSMC is seen as prestigious, while in the West, it is often viewed as less desirable [4]. - The need for comprehensive reform in the U.S. to build domestic manufacturing capabilities is emphasized, indicating that this is a multi-industry challenge requiring long-term governmental support [4].

杰富瑞将英特尔目标价从23美元上调至35美元。 来源：滚动播报 ...

来源：环球网 【环球网科技综合报道】10月6日消息，ARM首席执行官雷内·哈斯（Rene Haas）在做客知名科技播客 节目《All In Podcast》时，就英特尔与台积电的竞争态势发表了深度评论。他直言，英特尔因在移动芯 片和极紫外光刻（EUV）技术两大关键领域的战略失误，已陷入"被时间惩罚"的困境，如今想要追赶台 积电的领先地位"极其困难"。 哈斯特别提到，英特尔在21世纪中期错失了为苹果iPhone提供低功耗移动芯片的黄金机会。当时，英特 尔凭借"Atom"低功耗SoC系列试图切入移动市场，但该系列芯片因性能和功耗平衡不足，未能满足苹果 对产品能效的严苛要求。前英特尔首席执行官保罗·欧德宁（Paul Otellini）曾公开承认，拒绝为iPhone 提供芯片是公司"犯下的最大错误之一"。这一失误直接导致英特尔在移动芯片市场全面溃败，而台积电 则凭借为苹果代工A系列处理器迅速崛起，成为全球移动芯片制造的标杆。 哈斯进一步指出，英特尔在极紫外光刻（EUV）技术的采用上"延迟了近十年"，这一战略失误使其在先 进制程竞赛中彻底落后。台积电自2015年起便投入EUV技术布局，而英特尔直到2021年才在Inte ...

Core Insights - ARM CEO Rene Haas commented on the competitive landscape between Intel and TSMC, stating that Intel has faced "time penalties" due to missed opportunities and that catching up with TSMC is now "very difficult" [1][3]. Group 1: Intel's Key Mistakes - Intel's complete absence in the mobile chip sector has been a significant error, particularly missing the opportunity to supply chips for the iPhone due to the underperformance of its low-power Atom series SoC [3]. - Intel's late investment in Extreme Ultraviolet (EUV) technology has put it behind TSMC, which has been utilizing EUV for advanced chip manufacturing for about a decade [4]. Group 2: Semiconductor Industry Characteristics - The semiconductor industry requires long-term investment and accumulation, with high barriers to entry. Once a company falls behind in chip manufacturing, it becomes extremely challenging to catch up due to the accelerating industry cycle [6]. - TSMC has established a leading position in advanced manufacturing processes, currently providing top-tier wafer fabrication services to major companies like Apple, NVIDIA, and AMD [6]. Group 3: Manufacturing Culture Differences - There is a cultural disparity in manufacturing perceptions between the West and Taiwan, where working at TSMC is seen as prestigious, while in the West, manufacturing is often viewed as a "blue-collar job" [6]. - Establishing advanced manufacturing capabilities in the U.S. requires systemic reforms across multiple industries, along with long-term policy and administrative support [6].

Core Insights - ARM CEO Rene Haas commented on the competitive landscape between Intel and TSMC, stating that Intel has faced "time penalties" due to missed opportunities and that catching up to TSMC is now "very difficult" [1][3] Group 1: Intel's Mistakes - Intel's absence in the mobile chip sector has been a critical error, particularly missing the opportunity to supply chips for the iPhone due to the underperformance of its low-power Atom SoC series [3] - Intel's late investment in Extreme Ultraviolet (EUV) technology has put it behind TSMC, which has established a significant advantage in advanced manufacturing processes [3] Group 2: Semiconductor Industry Characteristics - The semiconductor industry requires long-term investment and accumulation, with significant penalties for missing key technological nodes, making it extremely challenging to catch up once behind [3] - The industry has high barriers to entry, and the entire cycle accelerates, leading to severe consequences for companies that fall behind [3] Group 3: TSMC's Position - TSMC is currently recognized as having the best foundries in the world, producing for leading companies such as Apple, NVIDIA, and AMD [4] Group 4: Manufacturing Culture Differences - There is a cultural disparity in manufacturing perceptions between the West and Taiwan, where working at TSMC is seen as prestigious, while in the West, manufacturing is often viewed as a "blue-collar job" [4] - Establishing advanced manufacturing capabilities in the U.S. requires systemic reforms across multiple industries, along with long-term policy and administrative support [4]

英特尔拒绝置评，AMD发言人则表示"不评论市场谣言或揣测"。 免责声明：本文观点仅代表作者本人，供参考、交流，不构成任何建议。 经济观察网 据媒体报道，英特尔（Intel）正与AMD展开初步洽谈，希望争取AMD成为其晶圆代工客 户。 报导引述知情人士指出，双方目前仍处于初步讨论阶段，AMD对英特尔下单数量或是否直接投资英特 尔，最后也可能未达成任何协议。AMD高阶AI芯片目前多数由台积电生产，英特尔现阶段也缺乏生产 AMD最先进芯片的技术能力。 业界指出，美国政府的角色不可忽视。近期美国政府宣布直接入股英特尔，代表英特尔已被纳入美国国 家战略核心资产，AMD若下单英特尔，美国政府可望宣告"美国制造回归"。对英特尔而言，若能争取 到AMD，证明其先进制程具备竞争力，对AMD而言，则是供应链多元化的策略选项，亦可在政策氛围 中取得额外筹码。 经观新科技 ...

Core Viewpoint - Intel is in preliminary discussions with AMD to potentially become a wafer foundry client, which has led to a significant increase in Intel's stock price, although analysts express skepticism about the feasibility of this collaboration due to their competitive relationship [1][2]. Group 1: Intel and AMD Collaboration - Intel's stock rose by 7.12% to $35.94 following news of discussions with AMD, but fluctuated around the flatline shortly after [1]. - The discussions are still in the early stages, and it remains unclear if AMD will place orders with Intel or invest directly in the company [1]. - AMD currently relies on TSMC for the production of most of its advanced AI chips, and Intel lacks the technology to manufacture AMD's most advanced chips at this time [1]. Group 2: Government Influence - The U.S. government's recent decision to invest directly in Intel highlights its strategic importance, suggesting that if AMD were to place orders with Intel, it could signify a return of American manufacturing [1]. - This potential collaboration could provide AMD with a diversified supply chain strategy and additional leverage within the current policy environment [1]. Group 3: Market Concerns - Market participants are questioning whether AMD would outsource high-end core chip production to Intel or limit it to mature process products like I/O controllers [2]. - Key factors influencing the potential collaboration include technology yield, confidentiality, and total cost of ownership (TCO) compared to existing supply chains [2]. - Analysts express doubts about the collaboration's success due to the intense competition between AMD and Intel in the x86 architecture market for PCs and servers [2][3]. Group 4: Analyst Perspectives - Bernstein analyst raises concerns about the likelihood of a successful partnership between AMD and Intel, noting that their competition is more intense compared to Intel's collaboration with Nvidia [3]. - AMD's ability to produce chips at TSMC's Arizona facility allows it to meet U.S. manufacturing requirements more easily, further complicating the potential partnership with Intel [3]. - Despite Intel's perceived lag in process technology, the push for domestic chip manufacturing under the Trump administration has led some tech companies to shift lower-tier chip production to Intel's domestic foundries [3].

除美国政府外，英特尔近期还吸引了软银以及GPU巨头英伟达的加入。英伟达在9月宣布，将投资50亿 美元入股英特尔，并与其合作开发数据中心与PC产品。多方注资帮助这家在2024年经历严重下滑的芯 片巨头逐渐复苏。英特尔股价曾在去年暴跌60%，创下历史最差年度表现，前任CEO基辛格于12月辞 职。 在陈立武的带领下，市场信心有所恢复。英特尔股价目前已创下18个月新高。周三，公司股价还因传出 与竞争对手美国超微公司(AMD.US)就潜在客户合作展开初步谈判的消息，一度大涨7%。 根据英特尔声明，这笔股权投资资金来自拜登政府时期制定的《芯片与科学法案》下的补助。英特尔已 获得22亿美元补助，并将在未来收到57亿美元，此外还将从另一项政府计划中获得32亿美元。 英特尔首席执行官陈立武表示："特朗普总统对美国芯片制造业的关注正在推动这一关键产业获得历史 性投资，这对于美国的经济和国家安全都至关重要。" 智通财经APP获悉，美国芯片制造商英特尔(INTC.US)股价周四再度上涨3.78%，过去60日累计涨幅已接 近60%，推动公司股价突破37美元关口。这一涨势使得美国政府持有的10%股权市值升至约160亿美 元。 据悉，特朗 ...

Group 1 - Intel's stock price has increased by 11.18% over two consecutive days, reaching a new high since April 2024, indicating strong market performance [1] - Intel is in preliminary talks with AMD, which could enhance its foundry business and create new growth opportunities, impacting the competitive landscape in the semiconductor industry [1] - The U.S. government's investment in Intel, including the purchase of 433.3 million shares at $20.47 each, has positively influenced the company's market value [1] Group 2 - Investor confidence in Intel has been renewed, with optimism regarding its future profitability amid growing global chip demand [2] - The introduction of advanced manufacturing equipment, such as High-NA EUV lithography machines, aims to improve Intel's competitiveness in advanced chip manufacturing [2] - Intel's strategic transformation is showing results, suggesting potential for increased market share and revenue growth in the long term [2]