分析:美政府若入股扶持英特尔或拖累整个芯片业

格隆汇
Aug 16, 2025

彭博周五引述消息人士称,特朗普政府正探讨动用《芯片与科学法令》的资金投资英特尔。华尔街日报的分析文章警告称,过去三年,英特尔为从台积电手中夺回芯片制造领先地位,已烧掉近400亿美元;如果白宫在英特尔晶圆厂的产能和科技都未达到台积电的水平前,就迫使英伟达等让英特尔代工,美国整个芯片业的竞争力可能下降。 市场研究公司Bernstein的分析师Stacy Rasgon也发表报告称,英特尔本身的科技存在问题,若无全套夯实的发展蓝图,援助计划“形同放火烧掉几百亿元”。不幸的是,美国政府在这方面无法为英特尔提供什么直接的帮助,除非它能迫使台积电伸出援手。

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