美国芯片龙头 英特尔 近年陷入经营困境,财务状况持续恶化等待救援,除了软银将出资20亿美元,美国政府也计划入股英特尔,此举引发外界担忧,英特尔若获得政府及资本大力支持,可能对 台积电 形成威胁。然而, 摩根大通 在最新研究报告中却表达不同看法。摩根大通分析,英特尔实际进展与能力仍不足以撼动台积电的地位,相反地,英特尔的存在在某种程度上反而有利于台积电,原因在于它营造出一个“竞争者”的形象,使得外界...
Source Link美国芯片龙头 英特尔 近年陷入经营困境,财务状况持续恶化等待救援,除了软银将出资20亿美元,美国政府也计划入股英特尔,此举引发外界担忧,英特尔若获得政府及资本大力支持,可能对 台积电 形成威胁。然而, 摩根大通 在最新研究报告中却表达不同看法。摩根大通分析,英特尔实际进展与能力仍不足以撼动台积电的地位,相反地,英特尔的存在在某种程度上反而有利于台积电,原因在于它营造出一个“竞争者”的形象,使得外界...
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