市场有风险，投资需谨慎。本文不构成个人投资建议，也未考虑到个别用户特殊的投资目标、财务状况或需要。用户应考虑本文中的任何 意见、观点或结论是否符合其特定状况。据此投资，责任自负。 风险提示及免责条款 据媒体报道，英特尔正在就将AMD纳入代工客户进行初步谈判。AMD上涨1.3%。 ...

Core Viewpoint - Intel confirms its ongoing plans to build a multi-billion dollar factory in Ohio, despite concerns over project delays and recent layoffs [1][2] Group 1: Project Status - Intel continues to collaborate with local stakeholders and Ohio's congressional delegation to advance the Ohio project, referred to as "Ohio One," which is a key part of its long-term strategy for expanding advanced manufacturing in the U.S. [1] - Senator Bernie Moreno expressed concerns about the lengthy timeline for the project's construction, noting that Intel has received significant government incentives totaling $2 billion and has invested at least $691 million in public infrastructure [1][2] - The initial target for the factory's opening in 2025 has been pushed back to 2030, representing a five-year delay [1] Group 2: Power and Infrastructure - Senator Moreno requested that Intel stop passing additional infrastructure costs onto Ohio taxpayers due to underutilized power capacity, suggesting that excess power could be redirected to interested parties like Meta Platforms [2] - Intel has attracted substantial investments from both public and private sectors, including a recent sale of 86.95 million shares to SoftBank at $23 per share [2] - The company received $11.1 billion in investments from the U.S. government, although it warned that this could negatively impact its operations in other countries [2] Group 3: Partnerships and Collaborations - Intel signed an agreement with NVIDIA to jointly develop chips for personal computers and data centers, with NVIDIA also committing to invest $5 billion in Intel [2]

Core Insights - The U.S. government is actively working to increase domestic chip production capacity, with Intel and TSMC establishing advanced manufacturing sites in Arizona [1] - Intel's new factory in Arizona will produce chips using the Intel 18A (1.8nm) process, expected to start shipping by the end of 2025, solidifying its position in advanced semiconductor manufacturing [1] - The Intel Tech Tour (ITT) event, now in its fourth year, was held in Arizona for the first time, symbolizing the significance of the new factory and the Intel 18A process [1] Group 1: Intel Developments - Intel's first product using the Intel 18A process will be the AI PC processor Panther Lake, expected to start shipping by the end of this year [2] - The Intel 18A process utilizes RibbonFET GAA transistor architecture to enhance density and performance, and introduces PowerVia back power delivery technology [2] - Another product, the Clearwater Forest server processor, will also use the Intel 18A process and is planned for release in the first half of 2026, featuring the new Foveros Direct 3D advanced packaging technology [2] Group 2: TSMC Developments - TSMC's Arizona facility is set to begin mass production using 4nm process technology in Q4 2024, with plans for a second factory to adopt 3nm technology [2] - Construction has begun on a third TSMC facility, which will utilize 2nm and A16 (1.6nm) process technologies, with considerations to accelerate production timelines [2] - TSMC has plans for four to six additional factories in Arizona [2]

尽管合作传闻不断，台积电始终保持着谨慎态度。分析人士指出，台积电可能不愿与拥有自己晶圆代工 业务的芯片制造商合作，因为Intel本质上是一个潜在的竞争对手。此外，英特尔当前面临的复杂经营状 况也是台积电犹豫合作的重要因素。 周二，英特尔(INTC.US)跌近3%，报33.46美元。消息面上，据报道，台积电近日正式否认了与英特尔 就投资或合作事宜进行谈判的传闻，这已是台积电再次对相关合作传闻予以否认。此前市场曾有消息 称，英特尔正积极寻求与台积电建立合作或获得其投资，同时英特尔也在与苹果等科技巨头探讨合作可 能性。这一消息引发业界对全球芯片产业格局可能发生重大变化的关注。 ...

尽管合作传闻不断，台积电始终保持着谨慎态度。分析人士指出，台积电可能不愿与拥有自己晶圆代工 业务的芯片制造商合作，因为Intel本质上是一个潜在的竞争对手。此外，英特尔当前面临的复杂经营状 况也是台积电犹豫合作的重要因素。 智通财经APP获悉，周二，英特尔(INTC.US)跌近3%，报33.46美元。消息面上，据报道，台积电近日正 式否认了与英特尔就投资或合作事宜进行谈判的传闻，这已是台积电再次对相关合作传闻予以否认。此 前市场曾有消息称，英特尔正积极寻求与台积电建立合作或获得其投资，同时英特尔也在与苹果等科技 巨头探讨合作可能性。这一消息引发业界对全球芯片产业格局可能发生重大变化的关注。 ...

Core Insights - The article discusses the challenges faced by middle managers in achieving performance despite high effort and clear strategies, drawing on insights from Andy Grove's book "High Output Management" [1][3][5] Group 1: Redefining Managerial Output - Managerial output needs to be redefined to include not just direct tasks but also indirect influences on overall company productivity [6][7] - Middle managers can significantly impact organizational output by effectively managing their teams and processes, akin to lubricating gears in a machine [7][20] Group 2: Leveraging High-Impact Activities - To enhance productivity, managers should focus on high-leverage activities that can influence multiple people or have a significant impact with minimal effort [8][12] - Simplifying work processes can lead to a reduction of 30% to 50% in unnecessary steps, thereby increasing efficiency [13][14] Group 3: Time Management Principles - Effective time management is crucial for managers, who must prioritize essential tasks and allocate time for unexpected interruptions [26][30] - Six principles for time management include identifying limiting steps, grouping similar tasks, scheduling effectively, setting performance indicators, maintaining a project inventory, and standardizing processes [26][34][39] Group 4: Meeting Efficiency - Meetings represent a significant cost in terms of time and resources, and managers should critically assess the necessity and efficiency of meetings [41] - The cost of a meeting can be substantial, and managers should seek alternatives when possible to maximize productivity [41]

来源：滚动播报 英特尔股价在前四个交易日累计上涨超23%后，下跌4.5%。 ...

台积电(TSM.US)涨超1.7%，报278.1美元。消息面上，台积电重申，公司并未就潜在的投资或合作与任 何企业进行过谈判，并驳斥了此前一则称英特尔已接触台积电寻求投资或合作的报道。(格隆汇) ...

上周有报道称，英特尔已接触台积电，讨论制造领域的投资或合作事宜。在该消息传出后，台积电的美 国存托凭证(ADR)在美股市场下跌，原因是投资者担心此类交易可能会削弱客户信任，并强化竞争对 手。此外，分析师警告称，与英特尔合作可能给台积电带来技术泄漏风险。 智通财经APP获悉，台积电(TSM.US)重申，该公司并未就潜在的投资或合作与任何企业进行过谈判， 并驳斥了此前一则称英特尔(INTC.US)已接触台积电寻求投资或合作的报道。 与此同时，英特尔则获得了美国政府、日本软银以及英伟达的支持，其首席执行官陈立武正努力推动这 家陷入困境的芯片制造商重振旗鼓。 媒体援引台积电的一份声明称，台积电强调，该公司从未讨论过组建合资企业、授权或转让技术的问 题，这与董事长魏哲家此前在被问及与英特尔合作的可能性时的言论相呼应。 ...

软银上月宣布对Intel投资20亿美元，本月早些时候，NVIDIA宣布，将向Intel投资50亿美元，并与其联 合开发PC与数据中心芯片。 【#曝苹果与台积电将入股英特尔#】据报道，Intel不仅与科技巨头苹果有所接触，还与晶圆代工龙头台 积电展开洽谈，探讨在制造业方面的投资或建立伙伴关系的可能性。 作为曾经全球最大的半导体公司，Intel如今正深陷困境，其CEO陈立武正积极争取投资和承诺，以推动 公司复兴计划。 苹果此前曾是Intel的重要客户，其Mac电脑曾长期使用Intel的处理器，但几年前改用自家设计的芯片， 而台积电可以说是Intel的竞争对手。 事实上，Intel与台积电的合作传闻并非首次出现，早在今年4月，就有消息称双方曾讨论过成立合资企 业，台积电计划持有20%的股份。 不过目前相关公司均拒绝发表评论。（快科技） ...