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前任CEO发声:英特尔需要400亿美元维持技术领先地位
Sou Hu Cai Jing· 2025-08-12 15:29
【CNMO科技消息】据外媒报道,前英特尔首席执行官克雷格·巴雷特近日在《财富》杂志撰文,呼吁 英特尔获得约400亿美元的资金支持,以维持其在先进芯片制造领域的竞争力。 他表示,支持本土半导体制造应被视为与支持其他关键产业同等重要。只要各方协同合作,企业、客户 与管理层共同聚焦于解决资金与技术发展问题,英特尔仍有机会在全球芯片竞争中占据关键位置。 巴雷特强调,当前全球领先的芯片代工厂如台积电和三星短期内并无计划将其最先进制程全面引入美 国。在此背景下,美国科技企业若希望确保供应链的稳定性、议价能力及地理多样性,应考虑支持英特 尔提升产能。 在他看来,最可行的资金来源是英特尔的主要客户群体。这些企业普遍拥有雄厚的现金储备,若能有八 家客户各自投入50亿美元,将为英特尔的研发和扩产提供关键支持。他特别指出,等待客户承诺后再进 行技术投资的策略并不可取,因为半导体技术的领先优势需要长期持续投入,而领先企业不会选择尚未 成熟的技术方案。 巴雷特认为,英特尔在高数值孔径(High-NA)极紫外光刻和背面供电等前沿技术上仍具备追赶甚至领 先的机会,但前提是必须立即启动大规模投资。他建议客户通过股权投资的方式参与其中,以换取 ...
美联储传出投降声,中国减持美债运回黄金,李显龙一语激起千层浪
Sou Hu Cai Jing· 2025-07-21 22:21
Group 1 - The U.S. Treasury Secretary Janet Yellen's unexpected announcement about positive U.S.-China talks and the cancellation of export restrictions on Nvidia's advanced chips to China has calmed market fears, leading to a significant rise in stock indices [1][3] - The U.S. economy is facing severe challenges, including a high inflation rate of 3.2%, which is impacting American households, and a national debt exceeding $35 trillion, leading to concerns from major investors like Elon Musk and Warren Buffett [3][5] - Political pressures are mounting ahead of the 2024 elections, with domestic issues taking precedence over maintaining a hardline stance against China [5][12] Group 2 - The U.S. is experiencing a shift in its foreign policy due to external pressures, particularly from China, which has reduced its holdings of U.S. Treasury bonds by over $28 billion, indicating a strategic move to lower dollar risk [5][6] - The Federal Reserve's attempt to attract global capital by maintaining high interest rates has not been effective in curbing capital outflow to China, as the yuan remains stable [6][8] - The ongoing geopolitical tensions and the U.S.'s continued arms sales to Taiwan suggest that the underlying conflicts between the U.S. and China remain unresolved, indicating a complex and prolonged competition [8][12]
军用稀土悬而未决?芯片封锁对稀土制裁!中美博弈谁能先破局?
Sou Hu Cai Jing· 2025-06-16 00:22
Group 1 - The core issue in the US-China negotiations revolves around rare earth elements, with ordinary rare earths being discussed, but military-grade rare earths remain contentious [1][3][12] - The US has not committed to supplying advanced chips to China, citing potential military applications, while China has not agreed to provide military-grade rare earths to the US [3][12][14] - China has agreed to expedite the approval process for non-military rare earth exports to US producers, but with limitations on quantity and time [8][9][12] Group 2 - The distinction between light and heavy rare earths is crucial, with China controlling heavy rare earths that are essential for various industries, including semiconductors and electric vehicles [5][12][14] - The US is heavily reliant on China for heavy rare earths, particularly for military applications, which poses a strategic challenge for the US defense sector [9][12][14] - The negotiations have not resolved the underlying tensions, and both countries are still in a state of strategic standoff, with China gaining more leverage in the current situation [19][21]
美股三大指数小幅低开 波音跌近6%
news flash· 2025-06-12 13:35
Group 1 - The U.S. stock market opened lower, with the Dow Jones down by 0.3%, the S&P 500 down by 0.2%, and the Nasdaq down by 0.18% [1] - Boeing (BA.N) experienced a significant decline, dropping nearly 6% following the crash of an Indian Airlines Boeing 787 aircraft [1] - General Electric (GE.N) subsidiary GE Aviation fell by 1.5% in response to the incident involving Boeing [1] Group 2 - Xpeng Motors (XPEV.N) saw a decrease of 2.8%, reportedly due to its development of advanced chips for Volkswagen [1]
整理:每日美股市场要闻速递(6月12日 周四)
news flash· 2025-06-12 12:30
Important News - A Boeing 787 aircraft from Air India crashed, causing Boeing's stock price to drop nearly 10% in pre-market trading [2] - Trump is set to sign a resolution banning California's electric vehicle sales mandate [2] Individual Stock News - OpenAI plans to integrate Google Cloud services, with discussions ongoing for several months and finalized in May [3] - Bank of America CEO Brian Moynihan indicated that the bank's investment banking revenue may decline by approximately 25% in Q2 due to uncertainties from the Trump administration [3] - Cathie Wood, founder of ARK Invest, announced purchases of Tesla (TSLA.O) stock this week [3] - UBS reaffirmed a neutral rating on Adobe (ADBE.O) and raised the target price from $380 to $430 [3] - Market rumors suggest Tencent is exploring a $15 billion acquisition of game developer Nexon [3] - Financial technology company Chime announced a successful IPO, raising $864 million at an offering price of $27 per share [3] - Stellantis (STLA.N) chairman stated that Europe needs affordable small cars similar to Japan's "light vehicles" [3] - BlackRock (BLK.N) aims to raise $400 billion in private markets by 2030 [3] - Reports indicate that Xpeng Motors (XPEV.N) is developing advanced chips for Volkswagen [3] - BioNTech SE (BNTX.O) acquired CureVac for $1.25 billion to enhance its cancer business [3]
小鹏汽车(XPEV.N)美股盘前直线拉升,一度涨超2%。消息面上,媒体报道称小鹏为大众汽车开发先进芯片。
news flash· 2025-06-12 10:33
Group 1 - Xpeng Motors (XPEV.N) experienced a pre-market surge, rising over 2% at one point [1] - Reports indicate that Xpeng is developing advanced chips for Volkswagen [1]
台积电美国厂五大客户订单塞爆 苹果稳居最大客户
Jing Ji Ri Bao· 2025-06-01 23:18
Group 1 - TSMC's new factory in the U.S. is experiencing high demand for orders from major clients including Apple, AMD, Qualcomm, Broadcom, and NVIDIA, with expectations that all orders will be fulfilled this year [1][2] - Apple remains TSMC's largest customer, planning to produce tens of millions of advanced chips at the new Arizona facility, marking a significant commitment to local manufacturing [1][2] - The geopolitical landscape is driving TSMC's clients to seek alternative manufacturing locations, which is expected to accelerate the economic scale of TSMC's U.S. operations and lead to substantial revenue growth [1][3] Group 2 - NVIDIA is heavily reliant on TSMC's U.S. factory for chip production, with plans for close collaboration and expected mass production of AI chips by the end of this year [2] - AMD, Broadcom, and Qualcomm are also key clients of TSMC's U.S. facility, with AMD focusing on high-performance computing and future technological innovations [2] - TSMC's chairman has indicated plans for a significant investment in the U.S., with projections that 30% of advanced process capacity below 2nm will be produced at the Arizona facility to meet client demands [2] Group 3 - The yield rates at TSMC's U.S. factory are reportedly comparable to those in Taiwan, indicating strong operational performance and increasing client interest in placing orders [3] - The rapid expansion of TSMC's U.S. facilities is being driven by the demand from American clients seeking reliable production capabilities [3]
台积电ADR跌幅收窄至2.85%,略微脱离日低。彭博援引知情人士报道称,该公司正考虑在阿联酋建设先进芯片工厂。该公司已经与特朗普政府的官员们讨论过相关事宜。
news flash· 2025-05-30 17:11
Group 1 - TSMC's ADR has narrowed its decline to 2.85%, slightly recovering from the day's low [1] - The company is reportedly considering building an advanced chip factory in the UAE [1] - Discussions regarding this matter have already taken place with officials from the Trump administration [1]
台积电考虑在阿联酋建厂
news flash· 2025-05-30 17:08
Group 1 - TSMC is considering building an advanced chip factory in the UAE [1]
苹果(AAPL.O)CEO库克:公司计划从亚利桑那州采购数千万份先进芯片。
news flash· 2025-05-01 21:12
Core Viewpoint - Apple CEO Tim Cook announced the company's plan to source tens of millions of advanced chips from Arizona [1] Group 1 - The decision to procure chips from Arizona indicates Apple's commitment to domestic manufacturing and supply chain resilience [1] - This move aligns with broader industry trends towards localizing semiconductor production amid global supply chain challenges [1] - The advanced chips are expected to enhance Apple's product offerings and technological capabilities [1]