[情報] i皇宣布拆分晶圓代工成為Fabless公司

看板PC_Shopping作者E7lijah (InsfirE喚焰)時間10月前 (2023/06/22 23:29)推噓30(32推 2噓 51→)

留言85則, 41人參與討論串1/1

來源：HKEPC臉書、tom's Hardware 網址： https://www.tomshardware.com/news/intel-to-operate-its-foundry-and-manufacturi ng-like-a-separate-business 縮網址：https://bit.ly/3qZH8Yg *更：初步看了下英文原文不像AMD跟GF那種完全拆出去只是先將財務損益表獨立出來感謝板友提醒來源：intel新聞稿網址： https://www.intel.com/content/www/us/en/newsroom/news/intel-update-internal-fo undry-model.html#gs.1cv128 縮網址：https://bit.ly/3qN8O2f In its new operating model, Intel’s manufacturing groups will be accountable to a standalone profit and loss (P&L) for the first time. Beginning in Q1 2024, the reportable P&Ls will include a new manufacturing group segment – inclusive of manufacturing, technology development and Intel Foundry Services (IFS) – along with the company’s product groups – Client Computing, Data Center and AI, Network and Edge, and All Other. 所以現在製造(manufacturing group)跟產品(product groups)的財報是分開的 *註以下HKEPC原文有翻譯錯誤誤導之虞 HKEPC原文：【分手要狠】外媒報導，Intel CFO David Zinsner 21日宣佈將分拆晶圓代工事業 IFS 變成獨立公司，Intel 將會變成一家無晶圓 IC 公司 (Fabless Semiconductor Company)，就像當年 AMD 與 GlobalFoundries 分手一樣，消息傳出後 Intel 股價重挫 6%。公司分拆可望在 2025 年底前可完成，這一改變可望令 Intel 每年減少 80 億至 100 億美元的成本，並且將利潤恢復到60%，營業利潤率將上升到40%。 David Zinsner 提及未來 Intel CPU 可以自由選擇外包給任何一家代工，例如 TSMC / Samsung / GlobalFoundries，如果其他代工廠生產 Intel 晶片比 IFS 更有優勢， Intel 會積極使用第三方代工不會有任何顧慮。分拆晶圓代工成為獨立公司後，Intel 與 IFS 將會完全資訊隔絕，確保透過 IFS 代工的機密資訊不會流給 Intel。 https://i.imgur.com/rAxUx42.png

CFO #正式宣布分手以後i皇可以正大光明找TSMC新歡了是不是該買GG股票了 *2更以下是intel新聞稿兩段的翻譯抱歉一開始貼的媒體內容有誤導之虞本人未再進一步查證就po上來造成板友們困擾很抱歉其中有一些有關intel公司運作與財務的專業術語我自己非相關背景不是很熟悉本人盡力翻譯有誤請告知我修正 In its new operating model, Intel’s manufacturing groups will be accountable to a standalone profit and loss (P&L) for the first time. Beginning in Q1 2024, the reportable P&Ls will include a new manufacturing group segment – inclusive of manufacturing, technology development and Intel Foundry Services (IFS) – along with the company’s product groups – Client Computing, Data Center and AI, Network and Edge, and All Other. i皇新的運作模式(指內部代工模式Internal Foundry Model)下，製造團隊將首次有獨立的損益表P&L，從2024第一季開始，i皇公告的P&L將包含新的製造團隊部分，其中有製造、技術發展與晶圓代工Intel Foundry Services；另外的團隊是產品團隊，包含客戶計算、資料中心與AI、網路與尖端，以及剩下其他部分。 The internal foundry model offers significant inherent business value beyond billions of dollars in cost savings. Intel will extend the use of market-based pricing to its internal business units, offering them the same certainty and stability as the company’s external customers. Intel will maintain the intimacy and deep connection between its product groups and technology development teams, preserving the competitive advantages it has had as an IDM. The new model also provides a tailwind to IFS by effectively creating the industry’s second-largest foundry (by volume from internal customers), allowing external customers to build off Intel’s internal scale and de-risking the process. 內部代工模式在節省成本分面提供數十億元的巨大商業價值。第二句還不確定怎麼翻orz 。Intel的產品團隊會與技術發展團隊維持緊密的聯繫，保持自己垂直整合的競爭力優勢。新的模式藉由創造業界第二大的晶圓廠，讓外界客戶能建立如intel內部般的規模尺度、降低生產過程的風險，為其晶圓代工服務IFS提供助力。 -- ※ 發信站: 批踢踢實業坊(ptt.cc), 來自: 27.52.135.62 (臺灣) ※ 文章網址: https://www.ptt.cc/bbs/PC_Shopping/M.1687447755.A.DB6.html

→

lazioliz

06/22 23:29, 10月前 , 1^F

06/22 23:29, 1^F

→

Altair

06/22 23:30, 10月前 , 2^F

06/22 23:30, 2^F

推

kevin850717

06/22 23:30, 10月前 , 3^F

06/22 23:30, 3^F