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分析:美政府若入股扶持英特尔或拖累整个芯片业
Ge Long Hui A P P· 2025-08-16 13:34
Core Insights - The Trump administration is considering using funds from the CHIPS and Science Act to invest in Intel [1] - A Wall Street Journal analysis warns that Intel has burned nearly $40 billion over the past three years in efforts to regain chip manufacturing leadership from TSMC [1] - If the White House pressures companies like Nvidia to use Intel for manufacturing before Intel's capacity and technology reach TSMC's level, the competitiveness of the entire U.S. chip industry may decline [1] Company Analysis - Bernstein analyst Stacy Rasgon highlighted that Intel's technology issues could undermine any assistance plan, suggesting that without a comprehensive development blueprint, such aid could lead to significant financial losses [1] - The U.S. government may not be able to provide direct assistance to Intel unless it can compel TSMC to offer support [1]