消息称英特尔代工可能引入多家外部股东,含台积电、高通、博通等巨头

IT之家
17 Feb

IT之家 2 月 17 日消息,台媒《经济日报》在北京时间今日凌晨的报道中指出,英特尔代工可能会引入包括台积电高通博通在内的多家外部股东,提升美国本土先进半导体代工服务的竞争活力。

其中高通、博通与英特尔的合作方式是“出钱拿产能”,即这两家 ASIC 设计大厂以股权投资保障自身先进制程生产。高通、博通的订单也可提升英特尔代工产能利用率,后者能通过更多的晶圆的“练手”在实际生产中改善制程表现。

此外,高通、博通与联发科均存在竞争关系,手持上游晶圆代工企业股份也有利于两家美系设计企业同联发科争夺移动处理器、Wi-Fi 领域的市场占有。

而对于晶圆代工领军者台积电来说,美国新任政府希望其持有 20% 的英特尔代工股权,形式可能是技术作价或者实际出资。

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