英特尔或分拆后与台积电合资设立晶圆代工厂，隔夜股价大涨7%

智通财经02-13

英特尔(INTC.US)周三备受关注，因为投资公司Baird表示，已从亚洲的供应链中听到了关于其代工部门可能分拆的讨论，台积电(TSM.US)可能参与其中。英特尔股价在尾盘大涨7%。截至发稿，该股夜盘涨超1%。Baird分析师Tristan Gerra在给客户的一份报告中写道，讨论涉及台积电派遣工程师到英特尔的晶圆厂(计划生产3纳米和2纳米尺寸)，以提高技术水平，并确保英特尔的晶圆厂和后续制造项目...

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精彩评论

ylin211
02-14
ylin211
这就有点明抢了吧，台积电都听话到骨头都没了还得接受这待遇，英特尔真是名副其实的亲儿子啊，非我族类其心必异，活脱脱一个申公公
小福哥儿
02-13
小福哥儿
有鸡毛用还是搞新技术吧芯片搞那么高级，能做的事情还是那么些
- 看看我吧:
  笑死，是不是连钱都转不出国内

发表看法

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Global Dynamic Dividend A MIncA USD","LU0081259029.USD":"UBS (LUX) EQUITY FUND - TECH OPPORTUNITY \"P\" (USD) ACC","LU2360106780.USD":"BGF WORLD TECHNOLOGY \"A4\" (USD) INC","LU0124676726.USD":"AB SICAV I - SUSTAINABLE US THEMATIC PORTFOLIO \"A\" (USD) ACC"},"translate_title":"Intel may establish a joint venture with TSMC to establish a wafer foundry after the spin-off, and its stock price rose 7% overnight","themeId":"4264c9f572c02564bb15538307efe64a","isJumpTheme":false,"ttsUrl":"https://static.tigerbbs.com/36cbef567acd6a0515f389d7df886349","symbols_score_info":{"TSM":1,"INTC":1,"03145":0.6},"content_text":"英特尔(INTC.US)周三备受关注，因为投资公司Baird表示，已从亚洲的供应链中听到了关于其代工部门可能分拆的讨论，台积电(TSM.US)可能参与其中。英特尔股价在尾盘大涨7%。截至发稿，该股夜盘涨超1%。Baird分析师Tristan Gerra在给客户的一份报告中写道，讨论涉及台积电派遣工程师到英特尔的晶圆厂(计划生产3纳米和2纳米尺寸)，以提高技术水平，并确保英特尔的晶圆厂和后续制造项目可行。Gerra对英特尔的评级为“中性”，他补充称，该晶圆厂可能被分拆成一个由台积电和英特尔共同拥有、但由台积电运营的新实体。他补充称，新实体将获得《美国芯片法案》(U.S. CHIPs Act)的资助。Gerra在报告中写道：“虽然这个项目还没有得到确认，而且可能需要很长时间才能完成，但我们认为此举是有意义的，可以进一步巩固英特尔前任首席执行官对公司核心竞争力——制造业的关注。”“展望未来，英特尔将受益于显著的现金流缓解，并将专注于未来的设计和平台解决方案，而一个可行的晶圆厂最终可能会吸引关键的无晶圆厂公司，使其能够多元化地进入一个地理可靠的制造模式。”英特尔没有回应置评请求。台积电拒绝置评。本周早些时候，副总统J.D. Vance表示，最先进的人工智能芯片将在美国制造，这导致英特尔股价大幅上涨。","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":"movement","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"},"commentList":[{"id":403350695043552,"gmtCreate":1739492663827,"gmtModify":1739492665223,"author":{"id":"4111302797871770","authorId":"4111302797871770","name":"ylin211","avatar":"https://static.tigerbbs.com/00553775bc8dd1785711ed6065ac8206","vip":1,"hat":"https://static.tigerbbs.com/6444b4970948c1077534c593eccd6d16","crmLevel":5,"crmLevelSwitch":0,"authorIdStr":"4111302797871770","idStr":"4111302797871770"},"htmlText":"这就有点明抢了吧，台积电都听话到骨头都没了还得接受这待遇，英特尔真是名副其实的亲儿子啊，非我族类其心必异，活脱脱一个申公公","listText":"这就有点明抢了吧，台积电都听话到骨头都没了还得接受这待遇，英特尔真是名副其实的亲儿子啊，非我族类其心必异，活脱脱一个申公公","text":"这就有点明抢了吧，台积电都听话到骨头都没了还得接受这待遇，英特尔真是名副其实的亲儿子啊，非我族类其心必异，活脱脱一个申公公","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/403350695043552","repostId":2511555095,"repostType":2,"repost":{"id":"2511555095","kind":"news","pubTimestamp":1739411016,"share":"https://www.laohu8.com/m/news/2511555095?lang=zh_CN&edition=full","pubTime":"2025-02-13 09:43","market":"us","language":"zh","title":"英特尔或分拆后与台积电合资设立晶圆代工厂，隔夜股价大涨7%","url":"https://stock-news.laohu8.com/highlight/detail?id=2511555095","media":"智通财经","summary":"智通财经APP获悉，英特尔周三备受关注，因为投资公司Baird表示，已从亚洲的供应链中听到了关于其代工部门可能分拆的讨论，台积电可能参与其中。英特尔股价在尾盘一度大涨7%。Gerra对英特尔的评级为“中性”，他补充称，该晶圆厂可能被分拆成一个由台积电和英特尔共同拥有、但由台积电运营的新实体。英特尔没有回应置评请求。台积电拒绝置评。","content":"<html><head></head><body><p><a href=\"https://laohu8.com/S/INTC\">英特尔</a>(INTC.US)周三备受关注，因为投资公司Baird表示，已从亚洲的供应链中听到了关于其代工部门可能分拆的讨论，<a href=\"https://laohu8.com/S/TSM\">台积电</a>(TSM.US)可能参与其中。英特尔股价在尾盘大涨7%。截至发稿，该股夜盘涨超1%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f970c5c011dedfe38a2aab9248a497fc\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p>Baird分析师Tristan Gerra在给客户的一份报告中写道，讨论涉及台积电派遣工程师到英特尔的晶圆厂(计划生产3纳米和2纳米尺寸)，以提高技术水平，并确保英特尔的晶圆厂和后续制造项目可行。</p><p>Gerra对英特尔的评级为“中性”，他补充称，该晶圆厂可能被分拆成一个由台积电和英特尔共同拥有、但由台积电运营的新实体。他补充称，新实体将获得《美国芯片法案》(U.S. CHIPs Act)的资助。</p><p>Gerra在报告中写道：“虽然这个项目还没有得到确认，而且可能需要很长时间才能完成，但我们认为此举是有意义的，可以进一步巩固英特尔前任首席执行官对公司核心竞争力——制造业的关注。”“展望未来，英特尔将受益于显著的现金流缓解，并将专注于未来的设计和平台解决方案，而一个可行的晶圆厂最终可能会吸引关键的无晶圆厂公司，使其能够多元化地进入一个地理可靠的制造模式。”</p><p>英特尔没有回应置评请求。台积电拒绝置评。</p><p>本周早些时候，副总统J.D. Vance表示，最先进的人工智能芯片将在美国制造，这导致英特尔股价大幅上涨。</p></body></html>","source":"stock_zhitongcaijing","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>英特尔或分拆后与台积电合资设立晶圆代工厂，隔夜股价大涨7%</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n英特尔或分拆后与台积电合资设立晶圆代工厂，隔夜股价大涨7%\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-02-13 09:43 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.zhitongcaijing.com/content/detail/1249167.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>英特尔(INTC.US)周三备受关注，因为投资公司Baird表示，已从亚洲的供应链中听到了关于其代工部门可能分拆的讨论，台积电(TSM.US)可能参与其中。英特尔股价在尾盘大涨7%。截至发稿，该股夜盘涨超1%。Baird分析师Tristan Gerra在给客户的一份报告中写道，讨论涉及台积电派遣工程师到英特尔的晶圆厂(计划生产3纳米和2纳米尺寸)，以提高技术水平，并确保英特尔的晶圆厂和后续制造项目...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1249167.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c74be4c2a08964ef2daf32217f693b44","relate_stocks":{"LU0719512351.SGD":"JPMorgan Funds - 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Global Dynamic Dividend A MIncA USD","LU0081259029.USD":"UBS (LUX) EQUITY FUND - TECH OPPORTUNITY \"P\" (USD) ACC","LU2360106780.USD":"BGF WORLD TECHNOLOGY \"A4\" (USD) INC","LU0124676726.USD":"AB SICAV I - SUSTAINABLE US THEMATIC PORTFOLIO \"A\" (USD) ACC"},"source_url":"http://www.zhitongcaijing.com/content/detail/1249167.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2511555095","content_text":"英特尔(INTC.US)周三备受关注，因为投资公司Baird表示，已从亚洲的供应链中听到了关于其代工部门可能分拆的讨论，台积电(TSM.US)可能参与其中。英特尔股价在尾盘大涨7%。截至发稿，该股夜盘涨超1%。Baird分析师Tristan Gerra在给客户的一份报告中写道，讨论涉及台积电派遣工程师到英特尔的晶圆厂(计划生产3纳米和2纳米尺寸)，以提高技术水平，并确保英特尔的晶圆厂和后续制造项目可行。Gerra对英特尔的评级为“中性”，他补充称，该晶圆厂可能被分拆成一个由台积电和英特尔共同拥有、但由台积电运营的新实体。他补充称，新实体将获得《美国芯片法案》(U.S. CHIPs Act)的资助。Gerra在报告中写道：“虽然这个项目还没有得到确认，而且可能需要很长时间才能完成，但我们认为此举是有意义的，可以进一步巩固英特尔前任首席执行官对公司核心竞争力——制造业的关注。”“展望未来，英特尔将受益于显著的现金流缓解，并将专注于未来的设计和平台解决方案，而一个可行的晶圆厂最终可能会吸引关键的无晶圆厂公司，使其能够多元化地进入一个地理可靠的制造模式。”英特尔没有回应置评请求。台积电拒绝置评。本周早些时候，副总统J.D. Vance表示，最先进的人工智能芯片将在美国制造，这导致英特尔股价大幅上涨。","news_type":1,"symbols_score_info":{"TSM":1,"INTC":1,"03145":0.6}},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":403046014140888,"gmtCreate":1739418156068,"gmtModify":1739418236519,"author":{"id":"3571209630068066","authorId":"3571209630068066","name":"小福哥儿","avatar":"https://static.tigerbbs.com/1ef9be0add6c14d1316034a0077e646c","vip":1,"crmLevel":2,"crmLevelSwitch":0,"authorIdStr":"3571209630068066","idStr":"3571209630068066"},"htmlText":"有鸡毛用 还是搞新技术吧 芯片搞那么高级，能做的事情还是那么些","listText":"有鸡毛用 还是搞新技术吧 芯片搞那么高级，能做的事情还是那么些","text":"有鸡毛用 还是搞新技术吧 芯片搞那么高级，能做的事情还是那么些","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/403046014140888","repostId":2511555095,"repostType":2,"repost":{"id":"2511555095","kind":"news","pubTimestamp":1739411016,"share":"https://www.laohu8.com/m/news/2511555095?lang=zh_CN&edition=full","pubTime":"2025-02-13 09:43","market":"us","language":"zh","title":"英特尔或分拆后与台积电合资设立晶圆代工厂，隔夜股价大涨7%","url":"https://stock-news.laohu8.com/highlight/detail?id=2511555095","media":"智通财经","summary":"智通财经APP获悉，英特尔周三备受关注，因为投资公司Baird表示，已从亚洲的供应链中听到了关于其代工部门可能分拆的讨论，台积电可能参与其中。英特尔股价在尾盘一度大涨7%。Gerra对英特尔的评级为“中性”，他补充称，该晶圆厂可能被分拆成一个由台积电和英特尔共同拥有、但由台积电运营的新实体。英特尔没有回应置评请求。台积电拒绝置评。","content":"<html><head></head><body><p><a href=\"https://laohu8.com/S/INTC\">英特尔</a>(INTC.US)周三备受关注，因为投资公司Baird表示，已从亚洲的供应链中听到了关于其代工部门可能分拆的讨论，<a href=\"https://laohu8.com/S/TSM\">台积电</a>(TSM.US)可能参与其中。英特尔股价在尾盘大涨7%。截至发稿，该股夜盘涨超1%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f970c5c011dedfe38a2aab9248a497fc\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p>Baird分析师Tristan Gerra在给客户的一份报告中写道，讨论涉及台积电派遣工程师到英特尔的晶圆厂(计划生产3纳米和2纳米尺寸)，以提高技术水平，并确保英特尔的晶圆厂和后续制造项目可行。</p><p>Gerra对英特尔的评级为“中性”，他补充称，该晶圆厂可能被分拆成一个由台积电和英特尔共同拥有、但由台积电运营的新实体。他补充称，新实体将获得《美国芯片法案》(U.S. CHIPs Act)的资助。</p><p>Gerra在报告中写道：“虽然这个项目还没有得到确认，而且可能需要很长时间才能完成，但我们认为此举是有意义的，可以进一步巩固英特尔前任首席执行官对公司核心竞争力——制造业的关注。”“展望未来，英特尔将受益于显著的现金流缓解，并将专注于未来的设计和平台解决方案，而一个可行的晶圆厂最终可能会吸引关键的无晶圆厂公司，使其能够多元化地进入一个地理可靠的制造模式。”</p><p>英特尔没有回应置评请求。台积电拒绝置评。</p><p>本周早些时候，副总统J.D. Vance表示，最先进的人工智能芯片将在美国制造，这导致英特尔股价大幅上涨。</p></body></html>","source":"stock_zhitongcaijing","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>英特尔或分拆后与台积电合资设立晶圆代工厂，隔夜股价大涨7%</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n英特尔或分拆后与台积电合资设立晶圆代工厂，隔夜股价大涨7%\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-02-13 09:43 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.zhitongcaijing.com/content/detail/1249167.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>英特尔(INTC.US)周三备受关注，因为投资公司Baird表示，已从亚洲的供应链中听到了关于其代工部门可能分拆的讨论，台积电(TSM.US)可能参与其中。英特尔股价在尾盘大涨7%。截至发稿，该股夜盘涨超1%。Baird分析师Tristan Gerra在给客户的一份报告中写道，讨论涉及台积电派遣工程师到英特尔的晶圆厂(计划生产3纳米和2纳米尺寸)，以提高技术水平，并确保英特尔的晶圆厂和后续制造项目...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1249167.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c74be4c2a08964ef2daf32217f693b44","relate_stocks":{"LU0719512351.SGD":"JPMorgan Funds - 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Global Dynamic Dividend A MIncA USD","LU0081259029.USD":"UBS (LUX) EQUITY FUND - TECH OPPORTUNITY \"P\" (USD) ACC","LU2360106780.USD":"BGF WORLD TECHNOLOGY \"A4\" (USD) INC","LU0124676726.USD":"AB SICAV I - SUSTAINABLE US THEMATIC PORTFOLIO \"A\" (USD) ACC"},"source_url":"http://www.zhitongcaijing.com/content/detail/1249167.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2511555095","content_text":"英特尔(INTC.US)周三备受关注，因为投资公司Baird表示，已从亚洲的供应链中听到了关于其代工部门可能分拆的讨论，台积电(TSM.US)可能参与其中。英特尔股价在尾盘大涨7%。截至发稿，该股夜盘涨超1%。Baird分析师Tristan Gerra在给客户的一份报告中写道，讨论涉及台积电派遣工程师到英特尔的晶圆厂(计划生产3纳米和2纳米尺寸)，以提高技术水平，并确保英特尔的晶圆厂和后续制造项目可行。Gerra对英特尔的评级为“中性”，他补充称，该晶圆厂可能被分拆成一个由台积电和英特尔共同拥有、但由台积电运营的新实体。他补充称，新实体将获得《美国芯片法案》(U.S. CHIPs Act)的资助。Gerra在报告中写道：“虽然这个项目还没有得到确认，而且可能需要很长时间才能完成，但我们认为此举是有意义的，可以进一步巩固英特尔前任首席执行官对公司核心竞争力——制造业的关注。”“展望未来，英特尔将受益于显著的现金流缓解，并将专注于未来的设计和平台解决方案，而一个可行的晶圆厂最终可能会吸引关键的无晶圆厂公司，使其能够多元化地进入一个地理可靠的制造模式。”英特尔没有回应置评请求。台积电拒绝置评。本周早些时候，副总统J.D. Vance表示，最先进的人工智能芯片将在美国制造，这导致英特尔股价大幅上涨。","news_type":1,"symbols_score_info":{"TSM":1,"INTC":1,"03145":0.6}},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":403192917733600,"gmtCreate":1739454004330,"gmtModify":1739454008087,"authorId":3544620439890912,"author":{"id":3544620439890912,"idStr":"3544620439890912","authorId":3544620439890912,"name":"看看我吧","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"currentWearingBadge":{"badgeId":"e50ce593bb40487ebfb542ca54f6a561-4","templateUuid":"e50ce593bb40487ebfb542ca54f6a561","name":"明星虎友","description":"加入老虎社区2000天","bigImgUrl":"https://static.tigerbbs.com/dddf24b906c7011de2617d4fb3f76987","smallImgUrl":"https://static.tigerbbs.com/53d58ad32c97254c6f74db8b97e6ec49","grayImgUrl":"https://static.tigerbbs.com/6304700d92ad91c7a33e2e92ec32ecc1","redirectLinkEnabled":0,"hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2025.08.06","individualDisplayEnabled":0,"individualDisplaySort":0,"categoryType":1001},"crmLevel":6,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":403046014140888,"type":1,"supId":0,"prevId":0,"content":"笑死，是不是连钱都转不出国内","text":"笑死，是不是连钱都转不出国内","html":"笑死，是不是连钱都转不出国内"}],"langContent":"CN"}],"isCommentEnd":false,"newsSizeData":{"likeSize":3,"commentSize":2,"repostSize":3,"favoriteSize":5,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"deviceId":"web-server-community-laohu8-v3","version":"4.35.11","shortVersion":"4.35.11","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2511555095","isCrawlerRequest":true}