20191120執行副總裁Michelle Holthaus:we are increasing our use of foundries to enable Intel's differentiated manufacturing to produce more Intel CPU products.
20181217資深副總裁Ann Kelleher:As we invent more products for a broader set of customers, you can expect us to be strategic about the application of Intel's differentiated manufacturing capability and the selective use of foundries.
雖然intel有些AI晶片已經請台積代工了,但很明顯intel不可能放棄fab這一塊。美國給我的感覺就是,也許某些方面他們不是最強的,但整體來說卻是最佳的。
2020Fed凍漲利率+2020/21資本支出大增,台積目標價360上調至390。
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