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投行里的币姥爷
2021-03-24

上个月说到优质产能被优质客户锁死，资本会倾斜扶持半导体产能扩张。没想到第一个爆出的是英特尔！还会有下一个的看好$联电(UMC)$$中芯国际(00981)$ 该来的总会来的！

英特尔盘前涨超6%，公司拟斥巨资建立晶圆代工业务

周三，$英特尔$盘前涨超6%，公司拟斥巨资建立晶圆代工业务，与$台积电$和$三星电子$直接竞争。该计划由英特尔新任首席执行官Pat Gelsinger在周二宣布，将使英特尔与世界目前工艺最先进的芯片制造商$台积电$展开直接竞争。Gelsinger将首先斥资200亿美元在亚利桑那州建立两家新工厂，以支持该公司试图打入晶圆代工业务的尝试。这两家公司为Advanced Micro Devices Inc．等英特尔的竞争对手制造芯片，此外还为$亚马逊$和$苹果$在内的英特尔大客户生产。

英特尔盘前涨超6%，公司拟斥巨资建立晶圆代工业务

免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。

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投行里的币姥爷
·2021-03-24
有道理，不过即使intel加大，产能还是不足。未来干啥事物都需要芯片，都会普涨的
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59743654
·2021-03-24
联电才是倒霉鬼。intel tsm两强干架，tsm还有制程优势，intel代工恐怕先抢的是联电的饭碗
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