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Intel Soars on Potential Deals, Musk says Grok-3 is "Smartest AI"
2025/2/18
Bloomberg Technology
Tim Stenevek: 我注意到英特尔的股票上涨了大约10%，这是因为《华尔街日报》报道称台积电和博通都在考虑可能将英特尔拆分为两部分的独立交易。博通对芯片设计和市场业务感兴趣，而台积电对英特尔的芯片工厂感兴趣。这一增长是在英特尔经历了自2000年以来最好的一周之后发生的，上周由于美国政府可能参与涉及英特尔和台积电的计划，股价上涨了超过20%。
Jackie DeVallis: 我认为英特尔目前以亏损运营的芯片计划需要重大的改革。与台积电的潜在交易可能意味着对该业务的拯救，因为之前的CEO对铸造业务投入了数十亿美元，但没有看到太多的回报，并且远远落后于台积电和三星。
Ryan Blastellica: 我认为国内制造业非常重要，英特尔从《芯片法案》中获得了大量资金，并在俄亥俄州建立了一家工厂。如果台积电能够以某种身份与英特尔合作，那么台积电在美国拥有更多的业务可能是有益的，对英特尔也有好处。然而，目前还不清楚这些事情最终会是什么样子。
Deep Dive
Intel's stock price surged on reports of potential deals with TSMC and Broadcom, which could split the company. The deals involve TSMC potentially acquiring Intel's chip plants and Broadcom taking over the chip design business. The implications of these deals for domestic manufacturing and Intel's future are discussed.
- Intel's stock price soared on reports of potential deals with TSMC and Broadcom.
- TSMC is reportedly interested in Intel's chip plants, while Broadcom is interested in its chip design and market business.
- The deals have significant geopolitical implications due to the focus on domestic chip manufacturing.
Shownotes Transcript