三星或将投资入股英特尔！

Core Viewpoint - Samsung Electronics' chairman, Lee Jae-Yong, is visiting the U.S., potentially leading to an investment in Intel to enhance Samsung's competitiveness in the semiconductor industry [2][4]. Group 1: Samsung's Strategic Moves - Samsung is considering investing in Intel to strengthen its position in the semiconductor market, particularly in response to TSMC's significant investments in AI chip packaging [2]. - The collaboration with Intel could allow Samsung to share resources and improve its market share, which is currently lower than Intel's when combining front-end and back-end manufacturing [4]. - Samsung's interest in Intel is also driven by Intel's advanced hybrid bonding packaging capabilities, which could complement Samsung's offerings [4]. Group 2: Investment and Collaboration Potential - There are indications that Intel may seek external financing for its glass substrate business, with Samsung being a potential investor [5]. - The involvement of a key figure from the glass substrate sector joining Samsung further supports the likelihood of collaboration between the two companies [5]. - Samsung is also exploring partnerships with Amkor to enhance its advanced packaging capabilities, as it currently lacks advanced packaging capacity in the U.S. [5].