前董事銳評為何英特爾代工業務難吸引人：最大問題是既當夥伴又當對手

IT之家

昨天

IT之家 12 月 22 日消息，據外媒 Wccftech 今晚報道，英特爾前董事大衛・約菲指出，英特爾代工業務在吸引客戶方面進展受限，核心問題在於公司同時扮演「競爭者」和「代工夥伴」的雙重角色。在前 CEO 帕特・基辛格離任後，英特爾在新任 CEO 陳立武領導下逐步穩定。外界曾推動英特爾獨立拆分代工業務，但陳立武認為英特爾仍有能力在現有架構下扭轉半導體業務表現，因此暫未推進。隨着市場對英特爾 ...

網頁鏈接

免責聲明：投資有風險，本文並非投資建議，以上內容不應被視為任何金融產品的購買或出售要約、建議或邀請，作者或其他用戶的任何相關討論、評論或帖子也不應被視為此類內容。本文僅供一般參考，不考慮您的個人投資目標、財務狀況或需求。TTM對信息的準確性和完整性不承擔任何責任或保證，投資者應自行研究並在投資前尋求專業建議。

熱議股票

{"basename":"/hant","ssrTDKData":{"titleTemplate":"%s - 老虎證券","title":"老虎证券全球投资理财平台| 一站式投资美股新股港股A股","description":"老虎证券助您一站式投资美股，新股，港股，A股等全球金融理财产品。新加坡华人最信赖的在线投资平台，现在加入即享低费用，24/5 无时差炒美股投资理财！","keywords":"老虎證券,老虎證券開戶,老虎券商,老虎證券官網,老虎證券app,tigertrade老虎證券,股票,炒股,新加坡股票交易平臺,投資,投資理財","social":{"ogDescription":"老虎证券助您一站式投资美股，新股，港股，A股等全球金融理财产品。新加坡华人最信赖的在线投资平台，现在加入即享低费用，24/5 无时差炒美股投资理财！","ogImage":"https://c1.itigergrowtha.com/portal5/static/media/og-logo.be62fbe1.png","ogUrl":"https://www-web.itiger.com/hant/news/2593343958"},"companyName":"老虎證券"},"pageData":{"isMobile":false,"isTiger":false,"isTTM":true,"region":"SGP","license":"TBSG","edition":"fundamental"},"isCrawlerRequest":true,"__swrFallback__":{"@#url:\"https://stock-news.skytigris.cn/v3/news\",params:#id:\"2593343958\",edition:\"fundamental\",auth_exemption:1,,,undefined,":{"share":"https://ttm.financial/m/news/2593343958?lang=zh_TW&edition=fundamental","thumbnail":"","is_english":false,"pubTime":"2025-12-22 23:50","share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","id":"2593343958","market":"us","top_or_hot":-1,"title":"前董事銳評為何英特爾代工業務難吸引人：最大問題是既當夥伴又當對手","media":"IT之家","content":"<div>\n<p>IT之家 12 月 22 日消息，據外媒 Wccftech 今晚報道，英特爾前董事大衛・約菲指出，英特爾代工業務在吸引客戶方面進展受限，核心問題在於公司同時扮演「競爭者」和「代工夥伴」的雙重角色。在前 CEO 帕特・基辛格離任後，英特爾在新任 CEO 陳立武領導下逐步穩定。外界曾推動英特爾獨立拆分代工業務，但陳立武認為英特爾仍有能力在現有架構下扭轉半導體業務表現，因此暫未推進。隨着市場對英特爾 ...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251222235435a46b2152&s=b\">網頁鏈接</a>\n\n</div>\n","source":"tencent","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>前董事銳評為何英特爾代工業務難吸引人：最大問題是既當夥伴又當對手</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n前董事銳評為何英特爾代工業務難吸引人：最大問題是既當夥伴又當對手\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">IT之家</strong><span class=\"h-time small\">2025-12-22 23:50</span>\n</p>\n</h4>\n</header>\n<article>\n<div>\n<p>IT之家 12 月 22 日消息，據外媒 Wccftech 今晚報道，英特爾前董事大衛・約菲指出，英特爾代工業務在吸引客戶方面進展受限，核心問題在於公司同時扮演「競爭者」和「代工夥伴」的雙重角色。在前 CEO 帕特・基辛格離任後，英特爾在新任 CEO 陳立武領導下逐步穩定。外界曾推動英特爾獨立拆分代工業務，但陳立武認為英特爾仍有能力在現有架構下扭轉半導體業務表現，因此暫未推進。隨着市場對英特爾 ...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251222235435a46b2152&s=b\">網頁鏈接</a>\n\n</div>\n\n<div class=\"bt-text\">\n\n\n<p> 來源：<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251222235435a46b2152&s=b\">IT之家</a></p>\n<p>為提升您的閱讀體驗，我們對本頁面進行了排版優化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU2148611432.USD","symbol_name":"AZ ALLOCATION BALANCED BRAVE \"AAZ\" (USDHDG) ACC","start_time":0,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251222235435a46b2152&s=b","article_id":"2593343958","we_media_id":null,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251222235435a46b2152&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2593343958","pubTimestamp":1766418614,"columns":[],"sourceInfo":{"source_id":"tencent","name":"腾讯"},"weMediaInfo":null,"summary":"IT之家 12 月 22 日消息，據外媒 Wccftech 今晚報道，英特爾前董事大衞約菲指出，英特爾代工業務在吸引客户方面進展受限，核心問題在於公司同時扮演「競爭者」和「代工夥伴」的雙重角色。約菲認為，拆分代工與產品業務，將顯著提升英特爾代工成功的可能性。IT之家從報道中獲悉，英特爾方面已經開始回應這一問題。","collect":0,"end_time":0,"defaultTopTitle":"qq.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{"LU2148611432.USD":"AZ ALLOCATION BALANCED BRAVE \"AAZ\" (USDHDG) ACC","LU0081259029.USD":"UBS (LUX) EQUITY FUND - TECH OPPORTUNITY \"P\" (USD) ACC","LU2543165471.USD":"E FUND (HK) GLOBAL QUALITY GROWTH \"A\" (USD) ACC","INTC":"英特尔","BK4554":"元宇宙及AR概念","BK4527":"明星科技股","BK4512":"苹果概念","BK4543":"AI","LU0097036916.USD":"贝莱德美国增长A2 USD","BK4585":"ETF&股票定投概念","BK4141":"半导体产品","BK4534":"瑞士信贷持仓","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4529":"IDC概念","BK4602":"量子计算概念","BK4575":"芯片概念","LU0321505439.SGD":"Schroder ISF Global Dividend Maximiser A Acc SGD","LU0321505868.SGD":"Schroder ISF Global Dividend Maximiser A Dis SGD","BK4535":"淡马锡持仓","BK4515":"5G概念","BK4612":"AI芯片","LU0274383776.USD":"MANULIFE GF US SMALL CAP EQUITY \"AA\" (USD) INC","LU2089985449.USD":"MANULIFE GF GLOBAL SEMICONDUCTOR OPPORTUNITIES \"AA\" (USD) ACC","BK4579":"人工智能","BK4588":"碎股","BK4550":"红杉资本持仓","BK4605":"半导体精选","LU2931357623.SGD":"MANULIFE GF GLOBAL SEMICONDUCTOR OPPORTUNITIES \"AA\" (SGDHDG) ACC","04335":"英特尔-T"},"translate_title":"Former director commented on why Intel's foundry business is difficult to attract people: The biggest problem is to be both a partner and a rival","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"04335":1.95,"INTC":1.95},"content_text":"IT之家 12 月 22 日消息，據外媒 Wccftech 今晚報道，英特爾前董事大衞・約菲指出，英特爾代工業務在吸引客户方面進展受限，核心問題在於公司同時扮演「競爭者」和「代工夥伴」的雙重角色。在前 CEO 帕特・基辛格離任後，英特爾在新任 CEO 陳立武領導下逐步穩定。外界曾推動英特爾獨立拆分代工業務，但陳立武認為英特爾仍有能力在現有架構下扭轉半導體業務表現，因此暫未推進。隨着市場對英特爾 14A、18A 製程表現出興趣，約菲認為，若要真正建立代工客户信任，英特爾必須在產品部門與代工部門之間劃清界限。他直言，如果自己是英偉達、AMD 或高通，並不會輕易將核心設計交由一家仍可能接觸這些技術細節的競爭對手代工，這種顧慮會直接限制客户願意給英特爾的訂單規模。約菲認為，拆分代工與產品業務，將顯著提升英特爾代工成功的可能性。▲ 圖源英特爾目前，英偉達和 AMD 確實在評估英特爾代工作為台積電之外的替代方案，背後原因包括台積電產能緊張以及美國本土製造政策的推動。但約菲指出，對「技術間接轉移」的擔憂，仍是客户在核心產品上下單時的主要障礙。IT之家從報道中獲悉，英特爾方面已經開始回應這一問題。英特爾副總裁約翰・皮策表示，英特爾代工業務正在通過設立獨立顧問委員會、邁向獨立法律實體等方式，增強與公司其他業務之間的隔離度。他強調，如果董事會和 CEO 陳立武判斷拆分能創造價值，英特爾將迅速採取行動。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"}}}