台积电投资英特尔?郭明𫓹:意义不大,这招更划算

凤凰网科技
Sep 29, 2025

台积电

凤凰网科技讯 北京时间9月29日,对于市场传出英特尔寻求台积电投资的消息,天风国际证券分析师郭明𫓹今天表示,从提升美国半导体产出的角度,台积电通过入股或合资的效率,远远不如其直接投入进行美国产能扩张。

《华尔街日报》此前报道称,英特尔为获得投资或达成制造合作曾接洽过台积电。台积电对此予以否认,表示公司并未与任何企业就潜在投资或合作进行过讨论。

郭明𫓹今天在X上发帖称,站在提升美国半导体产出的角度来看,台积电通过入股或合资的效率,远远不如其直接投入美国产能扩张。这是显而易见的事实,也是台积电至今未与任何公司进行入股或合资相关讨论,并多次否认市场传言的原因。(作者/箫雨)

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