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英特尔外包芯片制造业务的涟漪

Finimize

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Finimize
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发生了什么事情?

据报道,科技巨头英特尔公司想要将部分芯片生产业务外包给竞争对手三星与台积电。

这意味着什么?

芯片制造业可被视为由两部分组成:设计芯片的部分包括美国重量级企业英伟达与高通,以及制造芯片的部分,如台积电。

英特尔本认为可以兼顾两个部分,不过该公司可能已经应接不暇:英特尔一直努力保持在芯片领域的技术最前沿,不过已经看到其市场掌控能力的下滑。

英特尔去年公布其最新的芯片比原定的计划延期6个月,事情变得严重起来,现在看起来英特尔终于承认无法独自解决这一问题。

为何值得关注?

聚焦:人人喜欢退出者

在一位激进投资者的眼中英特尔此举可能已经太迟了,认为英特尔外包其制造业务方面进展太慢,建议全盘出售芯片制造业务才是重振英特尔公司前景之举。

投资者似乎认为对冲基金别有所图:自两周前该激进投资者插手的消息传出以来,英特尔公司的股价表现优于科技股为主的纳斯达克指数约5%。

对于市场而言:三星公司

英特尔外包芯片制造的新闻传出后,三星公司的股价创下新高,三星的股东也感到乐观:这家韩国集团企业的股价自9月份以来上涨了60%。

随着三星公司最新款手机将在本周发布,其股价的表现可能会更好。

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