The Japanese software and silver group announced that it would invest US$2 billion in Intel, a large processor manufacturer. In addition, the US government intends to use the chip bill to supplement funds to invest in Intel, which will promptly lift...
The Japanese software and silver group announced that it would invest US$2 billion in Intel, a large processor manufacturer. In addition, the US government intends to use the chip bill to supplement funds to invest in Intel, which will promptly lift Intel's funds to develop and the crisis of chip foundry will be lifted. It will have the opportunity to use NTD and Samsung's advanced processing machines, and the GEM foundry large-scale manufacturers that began to cooperate with Intel in 2024 will also fill the imagination space, stimulating the upward performance of stock prices. Today, the Taiwan Stock Exchange's licensing index fell by more than 700 points, and the joint stock market could still exceed 2%, with a closing price of 41.9 yuan.
Telecom announced in January 2024 that it would cooperate to develop a 12-nano process platform to meet the rapid growth of markets such as operations, communications and networks. This long-term cooperation combines Intel's large-scale manufacturing capacity in the United States and has rich crystal foundry experience in mature processes to expand process combinations, while providing better regional diversified and specific supply chains, helping global customers make better purchasing decisions.
At the 2025 shareholder meeting, financial manager Liu Qidong once said that the 12-nanometer date process in cooperation with Intel, a large processor manufacturer, is one of the most important development plans for the 2027 production time point. Both parties will adopt a division of labor model, which is responsible for local manufacturing, and the joint-stock company is responsible for process development, sales and service processes.
Liu Qidong also emphasized that at that time, almost all important R&D resources are betting on this 12-nanometer project, including the main R&D and manufacturing resources within the operator, as well as investing in related process and equipment conversion operations. As for Intel, in addition to being a planning partner, it is also a core customer. While obtaining reserved capacity, it is in the design entry stage. Next, after the design kit (PDK) is completed, the second and third waves of expansion will be continuously expanded. Telecom predicts that this plan has potential for long-term development, and Telecom will continue to invest technical energy to promote subsequent development.
In addition, the US government will recently invest in Intel with the chip bill to subsidize funds, save the only semiconductor manufacturer that can locally create advanced processes, greatly stimulating the market. In addition, the US dollar decided to invest in Intel's $2 billion, which will make Intel's stock price fly, and it has surged more than 15% in the past five days.
