传英特尔正与亚马逊、谷歌洽谈合作，涉及先进封装服务

智通财经04-07

4月7日，据媒体援引多位人士的消息报道，英特尔(INTC.US)正与至少两家大型客户持续进行讨论，其中包括亚马逊(AMZN.US)和谷歌(GOOGL.US)，合作内容涉及其先进封装服务。报道称，英特尔先进封装业务的雄心在很大程度上取决于其是否能够获得这些科技巨头等外部客户。一位了解公司封装业务情况的前英特尔员工告诉该媒体，英特尔的EMIB和EMIB-T技术被设计为比台积电(TSM.US)的方案更具...

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Fred_6810
04-08
Fred_6810
呵呵，下一步就是，巨额资本支出，增发融资

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FOCUS \"AUP\" (USD) INC","IE000MB6IJN5.SGD":"RQI GLOBAL \"I\" (SGD) ACC","LU1935043023.USD":"MANULIFE GF GLOBAL MULTI-ASSET DIVERSIFIED INCOME \"AA\" (USD) INC A"},"translate_title":"Intel (INTC.US) is rumored to be in talks with Amazon (AMZN.US) and Google (GOOGL.US) for advanced packaging services","themeId":null,"isJumpTheme":false,"ttsUrl":"https://static.tigerbbs.com/3835fadf93394eaa8a7de6079d033245","symbols_score_info":{"GOOGL":2,"INTC":2,"AMZN":2},"content_text":"4月7日，据媒体援引多位人士的消息报道，英特尔(INTC.US)正与至少两家大型客户持续进行讨论，其中包括亚马逊(AMZN.US)和谷歌(GOOGL.US)，合作内容涉及其先进封装服务。报道称，英特尔先进封装业务的雄心在很大程度上取决于其是否能够获得这些科技巨头等外部客户。一位了解公司封装业务情况的前英特尔员工告诉该媒体，英特尔的EMIB和EMIB-T技术被设计为比台积电(TSM.US)的方案更具“外科手术式精准”的芯片封装方式。报道称，这种方法预计将更加节能、节省空间，并理想情况下在长期内帮助客户降低成本。根据报道，英特尔表示EMIB-T将于今年在晶圆厂投入使用。人工智能一直是推动这些变化的关键催化剂。英特尔代工业务负责人Naga Chandrasekaran表示：“由于人工智能的发展，先进封装真正走到了前台。甚至比芯片本身更重要，在未来十年，这类芯片封装将改变这场人工智能革命实现的方式。”英特尔已经开始在位于新墨西哥州的Rio Rancho工厂为EMIB-T量产做准备。报道称，该设施目前约有2700名英特尔员工，比去年减少约200人。报道还指出，在陈立武接任首席执行官后，公司已削减员工规模。Rio Rancho工厂厂长Katie Prouty表示，英特尔先进封装的一大卖点是客户可以选择在流程的任何环节使用英特尔服务，或者“在高速公路上的任意入口和出口进出”。例如，客户可以先从某家企业采购晶圆，然后在下一步骤进入英特尔晶圆厂;或者先与外包半导体封装测试公司合作完成传统封装，再使用英特尔进行先进封装。他表示：“这不是英特尔过去会做的事情。我们以前从未接收其他客户的晶圆。这在思维方式上是一次巨大的转变。”一位不具名的前英特尔员工表示，英特尔的目标封装客户可能出于两个原因而对宣布合作持谨慎态度：要么是在等待观察公司是否能够兑现其晶圆厂扩建承诺，要么是担心一旦宣布使用英特尔封装服务，台积电可能减少向其分配的晶圆供应。该前员工指出，客户承担风险的并不是技术本身，而是更广泛的市场动态。不过，Naga Chandrasekaran对此态度更为谨慎。他表示：“我认为我们需要非常自律地坚持一个原则，我们不会谈论客户。成功的代工厂不会说‘我们已经签下这些客户’。我们希望由客户来谈论我们的产品。”他指出，一个明显的客户到来的信号将是英特尔代工业务支出的显著上升。他表示，“随着我们签下这些客户，我们将不得不增加资本支出”，并补充说，“届时市场就会看到这一点”。","kind":"news","is_publish_news":true,"is_publish_highlight":true,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"corporation","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":0,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"},"commentList":[{"id":551251783849192,"gmtCreate":1775604793453,"gmtModify":1775604795861,"author":{"id":"3563140991934227","authorId":"3563140991934227","name":"Fred_6810","avatar":"https://static.tigerbbs.com/fbe236f23155302a4dcecbf04d2e9040","vip":1,"crmLevel":7,"crmLevelSwitch":0,"wearingBadges":[],"idStr":"3563140991934227","authorIdStr":"3563140991934227"},"htmlText":"呵呵， 下一步就是，巨额资本支出，增发融资","listText":"呵呵， 下一步就是，巨额资本支出，增发融资","text":"呵呵， 下一步就是，巨额资本支出，增发融资","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/551251783849192","repostId":2625989774,"repostType":2,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"}],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":1,"repostSize":1,"favoriteSize":1,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; 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