據報英特爾(INTC.US)CEO研大幅改革晶圓代工業務 或致數十億美元減值
《路透》引述消息報道,英特爾(INTC.US)行政總裁陳立武正探索重大變革合同製造業務。一旦實施,其「晶圓代工」業務將不再向外部客戶推廣某些晶片製造技術。
消息指,陳立武上月表示前任行政總裁Pat Gelsinger大力押注的18A製造工藝對新客戶的吸引力正在減弱。若放棄18A及其變體18A-P對外銷售,將迫使公司進行資產減值。陳立武已要求公司在最快本月董事會會議前準備好選項供討論,包括是否停止推廣18A。由於問題複雜性和涉及的巨額資金,董事會或要到秋季的後續會議才會作出決定。《路透》聯繫的行業分析師表示,減值可能達數億甚至數十億美元。
消息又指,陳立武擬將更多資源集中在下一代晶片製造工藝14A上,以爭取蘋果(AAPL.US)及英偉達(NVDA.US)等客戶,英特爾預計在這方面相對台積電(TSM.US)較具競爭力。
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