pqaf wrote:
亞系外資指出...(恕刪)
Exclusive: TSMC pitched Intel foundry JV to Nvidia, AMD and Broadcom, sources say
獨家消息:消息人士稱,台積電曾向輝達、超微和博通推銷與英特爾合資的晶圓代工業務
TSMC would take a stake of no more than 50% in joint venture operating Intel foundries-sources
Talks are at an early stage-sources
Qualcomm has also received TMSC's pitch-sources
SINGAPORE/NEW YORK/TAIPEI, March 12 (Reuters) - TSMC (2330.TW), opens new tabhas pitched U.S. chip designers Nvidia (NVDA.O), opens new tab, Advanced Micro
Devices (AMD.O), opens new tab and Broadcom (AVGO.O), opens new tab about taking stakes in a joint venture that would operate Intel's (INTC.O), opens new tab factories, according to four sources familiar with the matter.
Under the proposal, the Taiwanese chipmaking giant would run the operations of
Intel's foundry division, which makes chips adapted for the needs of customers, but it would not own more than 50%, the sources said. Qualcomm (QCOM.O), opens new tab has also been pitched by TSMC, according to one of the sources and
a separate source.
The talks, which are at an early stage, come after U.S. President Donald Trump's administration requested TSMC, the world's leading contract chipmaker, assist in turning around the troubled U.S. industrial icon, the sources said on condition of anonymity because the talks are not public.
The details of the plan for TSMC to take no more than a 50% stake and its overtures to potential partners are being reported for the first time.
Any final deal - the value of which is unclear - would need approval from theTrump administration, which does not want Intel or its foundry division to befully foreign-owned, the sources said.
Intel, TSMC, Nvidia, AMD and Qualcomm declined to comment. The White House and
Broadcom did not respond to requests for comment.
At stake is the future of the U.S. chipmaking giant, whose shares have lost more than half of their value in the last year.
獨家消息:台積電在英特爾晶圓廠合資企業中的持股比例不超過 50%——消息人士
談判仍處於早期階段——消息人士
高通也已收到台積電的提案——消息人士
新加坡/紐約/台北,3 月 12 日(路透社)——據四位知情人士透露,台積電(2330.TW)已向美國晶片設計公司輝達(Nvidia,NVDA.O)、超微(AMD,AMD.O)和博通(Broadcom,AVGO.O)提出入股一家合資企業的計劃,該企業將負責營運英特爾(Intel,INTC.O)的晶圓代工廠。
根據該提案,這家台灣晶片製造巨頭將負責英特爾代工部門的營運,該部門專門生產客製化晶片,但台積電的持股比例不會超過 50%,消息人士表示。此外,另一位消息人士透露,高通(Qualcomm,QCOM.O)也收到了台積電的提案。
消息人士表示,這些談判仍處於早期階段,背景則是美國總統川普政府要求全球最大晶片代工企業台積電協助重振這家陷入困境的美國工業巨頭。由於談判尚未公開,消息人士要求匿名。
這是首次報導有關台積電計劃持股不超過 50% 及其向潛在合作夥伴提出邀約的細節。
消息人士指出,任何最終協議——其價值目前尚不清楚——都需獲得美國政府批准,因為川普政府不希望英特爾或其代工部門完全由外國公司持有。
英特爾、台積電、輝達、超微和高通均拒絕置評。白宮與博通則未回應置評請求。
目前攸關的是這家美國晶片製造巨頭的未來,其股價在過去一年內已下跌超過一半。