格罗方德：美国政府没要股权

Core Viewpoint - The article discusses the implications of the U.S. government's acquisition of a 10% stake in Intel and its impact on the semiconductor industry, highlighting the increasing government intervention in corporate affairs and the ongoing investments in semiconductor manufacturing under the CHIPS Act [2][3]. Group 1: Government Actions and Industry Impact - GlobalFoundries confirmed that its funding under the CHIPS Act remains intact and does not involve any equity stakes [2]. - The U.S. government's acquisition of Intel shares and agreements with Nvidia and AMD indicate a growing intervention in corporate matters, raising concerns about the future of American businesses [2]. - The CHIPS Act, signed into law in 2022, aims to boost U.S. semiconductor manufacturing and counter China's influence [2]. Group 2: Investment Plans and Collaborations - GlobalFoundries has increased its investment plan to $16 billion, with an additional $1 billion allocated for capital expenditures and $3 billion for research into emerging chip technologies [3]. - The CFO of GlobalFoundries stated that this investment will cover expenditures over a decade [4]. - GlobalFoundries is expanding its partnership with Cirrus Logic to develop next-generation BCD technology, which combines different functions on a single chip for energy efficiency [5][6]. Group 3: Strategic Partnerships and Future Outlook - The collaboration with Cirrus Logic aims to enhance domestic manufacturing capabilities and support the development of critical chip technologies for future devices [6]. - GlobalFoundries has also announced an expanded partnership with Apple to advance wireless connectivity and power management technologies, which are essential for next-generation AI devices [7]. - Apple's commitment to invest $600 billion in the U.S. over the next four years aligns with the government's focus on strengthening domestic semiconductor manufacturing [7].