博通取消西班牙芯片厂计划，欧盟芯片本土化战略遇挫_老虎社区_美港股上老虎

博通取消西班牙芯片厂计划，欧盟芯片本土化战略遇挫

智通财经07-15

据知情人士透露，美国芯片巨头博通已正式取消在西班牙投资建设微芯片工厂的计划。这一决定标志着欧盟推动本土半导体产能扩张的战略遭遇重大挫折，同时也反映出地缘政治变动对跨国科技投资产生的深远影响。该项目可追溯至2023年7月，时任西班牙数字化转型大臣何塞·路易斯·埃斯克里瓦宣布，博通计划在西班牙兴建一座价值10亿美元的先进半导体后端封装测试工厂。根据西班牙政府披露的信息，该设施被定位为"欧洲独一无二的...

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setback","themeId":"","isJumpTheme":false,"ttsUrl":"https://static.tigerbbs.com/9a977552c050686b36234c16ad9d6906","symbols_score_info":{"AVGO":1.1},"content_text":"据知情人士透露，美国芯片巨头博通已正式取消在西班牙投资建设微芯片工厂的计划。这一决定标志着欧盟推动本土半导体产能扩张的战略遭遇重大挫折，同时也反映出地缘政治变动对跨国科技投资产生的深远影响。该项目可追溯至2023年7月，时任西班牙数字化转型大臣何塞·路易斯·埃斯克里瓦宣布，博通计划在西班牙兴建一座价值10亿美元的先进半导体后端封装测试工厂。根据西班牙政府披露的信息，该设施被定位为\"欧洲独一无二的大型后端半导体设施\"，原计划从欧盟新冠疫情复苏基金中拨出120亿欧元专项补贴支持半导体产业发展。博通首席执行官陈福阳当时表示，此举将强化公司在AI加速器及网络芯片领域的供应链优势，其Tomahawk 6以太网交换机芯片已采用台积电3纳米工艺，支持百万级GPU数据中心互联。谈判破裂的核心矛盾集中在三方因素：首先，博通要求西班牙政府先行拨付数亿美元设备采购补贴，而马德里方面坚持按工程进度分阶段支付;其次，工厂候选地加泰罗尼亚工业区的环评审批周期被当地政府预估长达18个月，远超博通内部投资回收模型假设;更为关键的是，2024年西班牙大选导致工业大臣职位更迭，新任大臣奥斯卡·洛佩兹上任后未与博通展开任何实质性谈判，叠加美国特朗普政府上台后推行\"美国优先\"政策，最终促使双方正式终止合作。值得关注的是，博通已迅速启动亚洲产能补充计划。据公司第二季度财报显示，其将在马来西亚和越南现有封装基地追加5亿至7亿美元投资，通过扩产2.5D封装及Chiplet技术产能，弥补欧洲项目取消带来的缺口。这一战略调整与公司整体转型方向一致——通过收购VMware等软件企业，博通正从传统半导体厂商向综合科技解决方案提供商转变，2025财年第一季度其AI业务收入已达41亿美元，同比增长77%。","kind":"news","is_publish_news":true,"is_publish_highlight":true,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"-1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"hasMoreComments":false,"newsSizeData":{"likeSize":1,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"isCrawlerRequest":true}