在芯片大厂英特尔(Intel) 目前正处于晶圆代工（Foundry） 业务转型的关键时刻之际，根据最新 的市场观察与Intel 前内部高层的观点，Intel 在争取顶尖代工客户的过程中，正面临一个巨大的结 构性障碍，那就是该公司同时身兼「竞争对手」与「合作伙伴」的双重身份。尽管Intel 正积极推 动intel 18A 与intel 14A 制程的量产，但如何赢得英伟达（NVIDIA）、超微（AMD） 及高通 （Qualcomm） 等竞争对手的信任，已成为其代工事业能否成功的核心议题。 而针对市场与内部的质疑，Intel 也并非毫无作为。 intel 副总裁John Pitzer 日前在瑞银（UBS） 会议上透露，Intel 晶圆代工正朝着建立独立法律实体的方向迈进。目前，Intel 已为代工部门设立 了专门的咨询委员会，并正逐步将其转变为独立实体，以确保各部门之间不会相互影响，这些动作 也正是为了回应外部客户对于业务分离的需求。他强调，如果执行长陈立武与董事会认为拆分能带 来更多价值，公司将会毫不犹豫地朝那个方向行动。目前的一系列行政与法律隔离措施，正是为了 创造这种选项。 有趣的是，Intel 本身多年来 ...

Core Viewpoint - Samsung Electronics aims to achieve profitability in its semiconductor foundry business by 2027, focusing on securing orders from major tech companies like Tesla and Apple, and leveraging its new Taylor wafer fab in the U.S. [2][3] Group 1: Business Goals and Strategies - Samsung has set a management goal to achieve breakeven by 2027 and aims for a 20% market share based on sales in the foundry sector [2][3] - The company is sharing its management goals with partners and discussing future investment plans to ensure stable operations and necessary materials [2][3] - Samsung's foundry business has been characterized as an order-based model, necessitating advance preparation of raw materials and equipment [2] Group 2: Current Performance and Market Position - Since 2022, Samsung's foundry business has been operating at a loss, estimated at 1 trillion to 2 trillion KRW per quarter [3] - Despite significant investments in advanced processes, Samsung has struggled to secure a large number of orders, leading to its foundry being referred to as a "bottomless pit" [3] - In 2023, Samsung has secured contracts from major North American tech giants, indicating a shift in its ability to attract clients due to improved yield rates [3] Group 3: Future Developments - Samsung plans to begin production at its Taylor factory in 2024, with equipment installation expected to be completed by Q2 and full production by Q3 [5] - The company is also preparing a second production line at the Taylor factory, which will be larger than the first [5] - Analysts suggest that Samsung's recovery in the foundry business will depend on its ability to secure next-generation process technologies and maintain stable yields [5]