2025 年第四季度,Intel 交出了一份让人倒吸凉气的成绩单。代工业务营收 45 亿美元,运营亏损 25 亿美元。新任 CEO Lip-Bu Tan 在财报会上坦言:“公司投资太多、太快,但需求根本不够。”更致命的是,Intel 在 SEC 文件里承认:在任何一个制程节点上,都还没有拿到真正有规模的外部客户订单。这意味着什么?意味着 Intel 代工厂虽然建起来了,设备也买了,但没人来下单。就...
Source Link2025 年第四季度,Intel 交出了一份让人倒吸凉气的成绩单。代工业务营收 45 亿美元,运营亏损 25 亿美元。新任 CEO Lip-Bu Tan 在财报会上坦言:“公司投资太多、太快,但需求根本不够。”更致命的是,Intel 在 SEC 文件里承认:在任何一个制程节点上,都还没有拿到真正有规模的外部客户订单。这意味着什么?意味着 Intel 代工厂虽然建起来了,设备也买了,但没人来下单。就...
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