台积电CFO回应马斯克、英特尔竞争：不会给对手任何机会_老虎社区_美港股上老虎

台积电CFO回应马斯克、英特尔竞争：不会给对手任何机会

凤凰网科技07-20

台积电CFO黄仁昭凤凰网科技讯北京时间7月20日，据彭博社报道，针对埃隆·马斯克(Elon Musk)自建芯片厂以及老牌公司英特尔的竞争，台积电CFO黄仁昭(Wendell Huang)表示，不会给对手留下任何机会。黄仁昭上周五接受了彭博社的采访。他表示，为满足美国客户的强劲需求，并抵御雄心勃勃的竞争对手，台积电将追加1000亿美元投资亚利桑那州工厂。台积电第二季度营收和利润超出预期，并上调了...

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·07-20
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Huang)表示，不会给对手留下任何机会。黄仁昭上周五接受了彭博社的采访。他表示，为满足美国客户的强劲需求，并抵御雄心勃勃的竞争对手，台积电将追加1000亿美元投资亚利桑那州工厂。台积电第二季度营收和利润超出预期，并上调了增长预期，但在满足所有客户订单方面仍面临挑战。台积电所称的“AI大趋势”，至少在未来几年内将持续推动公司增长。“我们正在尽一切努力，在一切可能的地方扩大产能，以支持客户的增长。”黄仁昭表示。台积电同时还面临英特尔和马斯克旗下芯片项目Terafab日益激烈的竞争。对此，黄仁昭补充道，台积电也希望向外界表明，“我们不会把任何市场机会拱手让给别人”。目前，英特尔也正在积极争取那些希望获得先进制造能力，用于生产AI加速器和其他处理器芯片的客户。对于这家美国芯片制造先驱而言，为客户代工是一次显著的战略转变，因为在其大部分历史中，它都专注于开发和营销自有品牌芯片。与此同时，特斯拉公司和SpaceX CEO马斯克正在启动自己的半导体制造业务。他表示，这么做的原因之一是台积电产能不足。台积电也承认，未来数年都无法满足AI带来的全部需求。台积电已将今年的资本支出计划提高到至少600亿美元。黄仁昭周五重申，虽然台积电正在美国扩大生产，但最新技术仍将首先在中国台湾实现产能爬坡，因为开发下一代芯片需要研发团队与晶圆厂之间进行紧密合作。(作者/箫雨)更多一手新闻，欢迎下载凤凰新闻客户端订阅凤凰网科技。想看深度报道，请微信搜索“凤凰网科技”。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":false,"editions":null,"column":"","sentiment":"0","news_tag":"corporation","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":1,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"},"commentList":[{"id":587693768836072,"gmtCreate":1784511440052,"gmtModify":1784512151892,"author":{"id":"3553325405156389","authorId":"3553325405156389","name":"jackycai777","avatar":"https://static.tigerbbs.com/8eeec372947e11a13dd416c1481d89f8","vip":1,"hat":"https://static.tigerbbs.com/646756f1284a5a6480ed02cc4fa7d1d2","crmLevel":9,"crmLevelSwitch":0,"wearingBadges":[],"authorIdStr":"3553325405156389","idStr":"3553325405156389"},"htmlText":"牛逼吹的挺响","listText":"牛逼吹的挺响","text":"牛逼吹的挺响","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/587693768836072","repostId":2652263508,"repostType":2,"repost":{"id":"2652263508","kind":"news","pubTimestamp":1784506537,"share":"https://www.laohunote.com/m/news/2652263508?lang=zh_CN&edition=full","pubTime":"2026-07-20 08:15","market":"hk","language":"zh","title":"台积电CFO回应马斯克、英特尔竞争：不会给对手任何机会","url":"https://stock-news.laohu8.com/highlight/detail?id=2652263508","media":"凤凰网科技","summary":"台积电CFO黄仁昭凤凰网科技讯 北京时间7月20日，据彭博社报道，针对埃隆·马斯克 自建芯片厂以及老牌公司英特尔的竞争，台积电CFO黄仁昭表示，不会给对手留下任何机会。台积电第二季度营收和利润超出预期，并上调了增长预期，但在满足所有客户订单方面仍面临挑战。台积电同时还面临英特尔和马斯克旗下芯片项目Terafab日益激烈的竞争。对此，黄仁昭补充道，台积电也希望向外界表明，“我们不会把任何市场机会拱手让给别人”。","content":"<html><body><p><img src=\"data:image/png;base64,iVBORw0KGgoAAAANSUhEUgAAAAEAAAABAQMAAAAl21bKAAAAA1BMVEXy8vJkA4prAAAACklEQVQI12NgAAAAAgAB4iG8MwAAAABJRU5ErkJggg==\"/></p><p><span><a href=\"https://laohu8.com/S/TSM\">台积电</a>CFO黄仁昭</span><span></span></p><p><a href=\"https://laohu8.com/S/600716\">凤凰</a>网科技讯 北京时间7月20日，据彭博社报道，针对埃隆·马斯克(Elon Musk)自建芯片厂以及老牌公司<a href=\"https://laohu8.com/S/INTC\">英特尔</a>的竞争，台积电CFO黄仁昭(Wendell Huang)表示，不会给对手留下任何机会。</p><p>黄仁昭上周五接受了彭博社的采访。他表示，为满足美国客户的强劲需求，并抵御雄心勃勃的竞争对手，台积电将追加1000亿美元投资亚利桑那州工厂。</p><p>台积电第二季度营收和利润超出预期，并上调了增长预期，但在满足所有客户订单方面仍面临挑战。台积电所称的“AI大趋势”，至少在未来几年内将持续推动公司增长。</p><p>“我们正在尽一切努力，在一切可能的地方扩大产能，以支持客户的增长。”黄仁昭表示。</p><p>台积电同时还面临英特尔和马斯克旗下芯片项目Terafab日益激烈的竞争。对此，黄仁昭补充道，台积电也希望向外界表明，“我们不会把任何市场机会拱手让给别人”。</p><p>目前，英特尔也正在积极争取那些希望获得先进制造能力，用于生产AI加速器和其他处理器芯片的客户。对于这家美国芯片制造先驱而言，为客户代工是一次显著的战略转变，因为在其大部分历史中，它都专注于开发和营销自有品牌芯片。</p><p>与此同时，<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>公司和SpaceX CEO马斯克正在启动自己的半导体制造业务。他表示，这么做的原因之一是台积电产能不足。台积电也承认，未来数年都无法满足AI带来的全部需求。台积电已将今年的资本支出计划提高到至少600亿美元。</p><p>黄仁昭周五重申，虽然台积电正在美国扩大生产，但最新技术仍将首先在中国台湾实现产能爬坡，因为开发下一代芯片需要研发团队与晶圆厂之间进行紧密合作。(作者/箫雨)</p><p>更多一手新闻，欢迎下载凤凰新闻客户端订阅凤凰网科技。想看深度报道，请微信搜索“凤凰网科技”。</p></body></html>","source":"ifeng_tech","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\" 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北京时间7月20日，据彭博社报道，针对埃隆·马斯克(Elon Musk)自建芯片厂以及老牌公司英特尔的竞争，台积电CFO黄仁昭(Wendell Huang)表示，不会给对手留下任何机会。黄仁昭上周五接受了彭博社的采访。他表示，为满足美国客户的强劲需求，并抵御雄心勃勃的竞争对手，台积电将追加1000亿美元投资亚利桑那州工厂。台积电第二季度营收和利润超出预期，并上调了...</p>\n\n<a href=\"https://tech.ifeng.com/c/8uuGbiuyu1d\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU1267930490.SGD":"TEMPLETON GLOBAL EQUITY INCOME \"AS\" (SGD) INC A","SGXZ99366536.SGD":"United Global Innovation A Acc SGD-H","LU1323610961.USD":"UBS (LUX) EQUITY SICAV - LONG TERM THEMES (USD) \"P\" (USD) ACC","LU1211504680.USD":"ALLIANZ HIGH DIVIDEND ASIA PACIFIC EQUITY \"AM\" (USD) INC","IE00BHPRN162.USD":"BNY MELLON BLOCKCHAIN INNOVATION \"B\" (USD) ACC","BK4548":"巴美列捷福持仓","LU1282649067.USD":"ALLIANZ ASIAN MULTI INCOME PLUS \"AMG\" (USD) INC A","LU2106854487.HKD":"ALLIANZ THEMATICA \"AMG\" (HKD) INC","LU0889565833.HKD":"FRANKLIN TECHNOLOGY \"A\" (HKD) ACC","SPWO":"SP FUNDS S&P WORLD (EX-US) ETF","LU0965509101.SGD":"AB LOW VOLATILITY 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