彭博社原新聞出處內容比較多細節 https://www.bloomberg.com/news/articles/2025-02-14/tsmc-considers-running-intel-s-us-factories-after-trump-team-request Taiwan Semiconductor Manufacturing Co. is considering taking a controlling stake in Intel Corp.’s factories at the request of Trump administration officials, a person familiar with the matter said, as the president looks to boost American manufacturing and maintain US leadership in critical technologies. Trump’s team raised the idea of a deal between the two companies in recent meetings with officials from the Taiwanese chipmaker, the person said, and TSMC was receptive. It’s unclear whether Intel is open to a transaction. The talks are in very early stages, and the exact structure of a potential partnership hasn’t been established. But the intended result would have the world’s largest made-to-order chipmaker fully operating Intel’s US semiconductor factories, said the person, who asked not to be identified because the conversations are private. It also would address concerns about Intel’s deteriorating financial state, which has forced the company to slash jobs and curb its global expansion plans. The arrangement may involve having major American chip designers take equity stakes, according to the person, along with support from the US government. That means the venture wouldn’t solely be owned by a foreign company. TSMC is the go-to chipmaker for Apple Inc., Nvidia Corp. and other companies developing semiconductors that power AI algorithms. TSMC and Santa Clara, California-based Intel declined to comment. A White House representative didn’t immediately respond to a request for comment. Intel shares pared losses on Friday after Bloomberg reported on the discussions. The stock was down less than 1% to $24 as 1:56 p.m. in New York after dropping as much as 5.3% earlier in the session. While Intel has lost a lot of ground to rivals over the last five years, it still manufactures the most widely used components in the personal computer and server industries. And it has the largest and most advanced production network owned by a US-based company. Those factories have taken on vital strategic importance as Washington works to reverse decades of semiconductor manufacturing shifting to Asia. Read More: Biden Hands Off $52 Billion Chips Program to Skeptical Trump Under former Chief Executive Officer Pat Gelsinger, Intel embarked on an ambitious and expensive plan to restore its chipmaking lead, and the company won $7.9 billion in US government funding to support projects in four states. It’s also secured $3 billion to produce chips for the US military, all of which will be paid out over time as Intel’s plants hit key milestones. The company has received $2.2 billion as of January. But that effort has so far failed to attract enough outside customers to make the investments worthwhile, particularly at a new site in Ohio. Intel’s own products also are losing market share, adding to the overall squeeze on its finances — just when it needs to spend heavily. Gelsinger was forced out in December after the board lost confidence in his turnaround plans. GPT翻譯 台積電考慮在美國政府官員的要求下，收購英特爾（Intel）工廠的控股權，一位知情人士表示，這是特朗普政府希望促進美國製造業並維持美國在關鍵技術領導地位的舉措之一。 知情人士透露，特朗普團隊近期與台積電官員會面時提出了這項合作構想，而台積電對此表示願意考慮。目前尚不清楚英特爾是否對這筆交易持開放態度。 談判仍處於非常初步的階段，潛在合作的具體架構尚未確定。但最終的目標是讓全球最大晶圓代工企業——台積電，全面接管英特爾在美國的半導體工廠，該知情人士表示。這項安排也將有助於解決英特爾財務狀況惡化的問題，該公司近期因資金壓力而裁員並縮減全球擴張計劃。 該計畫可能還涉及主要美國晶片設計公司參與投資，並獲得美國政府的支持，知情人士補充說。因此，這個合資企業不會完全由外國公司持有。台積電目前是蘋果（Apple）、輝達（Nvidia）等開發 AI 晶片公司的主要供應商。 台積電與英特爾（總部位於美國加州聖塔克拉拉）均拒絕對此事發表評論。白宮代表也未立即回應置評請求。 在彭博社報導此消息後，英特爾股價跌幅收窄。週五紐約時間下午 1:56，英特爾股價下跌不到 1%，至 24 美元，此前一度下跌 5.3%。 儘管英特爾在過去五年失去了不少市場份額，但該公司仍然是個人電腦與伺服器產業中最廣泛使用的處理器製造商，並擁有美國公司所持有的最大且最先進的生產網絡。在華盛頓政府致力於扭轉數十年來半導體生產向亞洲轉移的趨勢之際，英特爾的工廠具有重要的戰略價值。 前執行長基辛格（Pat Gelsinger）領導下的英特爾曾推動一項雄心勃勃且昂貴的計劃，希望重奪晶片製造領先地位。該公司獲得美國政府 79 億美元的資金支持，用於在四個州開展項目，並已獲得 30 億美元用於生產軍用晶片。這些資金將根據英特爾工廠達成的里程碑逐步發放。截至 1 月，該公司已收到 22 億美元資金。 然而，這項計畫尚未能吸引足夠的外部客戶，特別是其在俄亥俄州的新工廠，使得投資回報面臨挑戰。此外，英特爾的自家產品也在市場上失去競爭力，進一步加劇其財務壓力，而此時該公司正處於巨額資本支出的關鍵階段。英特爾董事會對基辛格的改革計畫失去信心，最終在 12 月將其解職。 內文中幾個重點： 1. 由美國政府要求，還在「非常初步的階段」 2. 科技巨頭與美國政府也會入股 3. 這點尤為重要，最終目標為台積電「全面接管intel在美國的工廠」 （the intended result would have the world’s largest made-to-order chipmaker fully operating Intel’s US semiconductor factories） 總之就是一切都還在談，而且要有定論還尚早。 畢竟這不只是台積與美國政府的事，輝達蘋果博通高通甚至是預計投產自研晶片的4大csp業者也都會加入其中。 最近鬧得沸沸揚揚的協助先進製程良率與技術轉移應該是不會發生，畢竟是內文提到目標是全權掌控，應該也是因為這原因GG才對合作保留開放態度。 推測應該就是走jasm日本客戶有入股，日本政府又有補助的模式。 我想新公司名稱就叫做MAGASM應該不錯 -- Sent from nPTT on my -- ※ 發信站: 批踢踢實業坊(ptt.cc), 來自: 1.173.164.125 (臺灣) ※ 文章網址: https://www.ptt.cc/bbs/Stock/M.1739565120.A.6BC.html