来源:HKEPC脸书、tom's Hardware
网址:
https://www.tomshardware.com/news/intel-to-operate-its-foundry-and-manufacturi
ng-like-a-separate-business
缩网址:https://bit.ly/3qZH8Yg
*更:
初步看了下英文原文
不像AMD跟GF那种完全拆出去
只是先将财务损益表独立出来
感谢板友提醒
来源:intel新闻稿
网址:
https://www.intel.com/content/www/us/en/newsroom/news/intel-update-internal-fo
undry-model.html#gs.1cv128
缩网址: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.
所以现在制造(manufacturing group)跟产品(product groups)的财报是分开的
*注 以下HKEPC原文有翻译错误 误导之虞
HKEPC原文:
【分手要狠 】外媒报导,Intel CFO David Zinsner 21日宣布将分拆晶圆代工事业
IFS 变成独立公司,Intel 将会变成一家无晶圆 IC 公司 (Fabless Semiconductor
Company),就像当年 AMD 与 GlobalFoundries 分手一样,消息传出后 Intel 股价重挫
6%。
公司分拆可望在 2025 年底前可完成,这一改变可望令 Intel 每年减少 80 亿至 100 亿
美元的成本,并且将利润恢复到60%,营业利润率将上升到40%。
David Zinsner 提及未来 Intel CPU 可以自由选择外包给任何一家代工,例如 TSMC /
Samsung / GlobalFoundries,如果其他代工厂生产 Intel 芯片比 IFS 更有优势,
Intel 会积极使用第三方代工不会有任何顾虑。
分拆晶圆代工成为独立公司后,Intel 与 IFS 将会完全资讯隔绝,确保透过 IFS 代工的
机密资讯不会流给 Intel。
https://i.imgur.com/rAxUx42.png
CFO #正式宣布 分手
以后i皇可以正大光明找TSMC新欢了
是不是该买GG股票了
*2更
以下是intel新闻稿两段的翻译
抱歉一开始贴的媒体内容有误导之虞
本人未再进一步查证就po上来
造成板友们困扰很抱歉
其中有一些有关intel公司运作与财务的专业术语
我自己非相关背景不是很熟悉 本人尽力翻译 有误请告知我修正
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皇新的运作模式(指内部代工模式Internal Foundry Model)下 ,制造团队将首次有
独立的损益表P&L,从2024第一季开始,i皇公告的P&L将包含新的制造团队部分,其中
有制造、技术发展与晶圆代工Intel Foundry Services;另外的团队是产品团队,包含客
户计算、资料中心与AI、网络与尖端,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.
内部代工模式在节省成本分面提供数十亿元的巨大商业价值。第二句还不确定怎么翻orz
。Intel的产品团队会与技术发展团队维持紧密的联系,保持自己垂直整合的竞争力优势
。新的模式借由创造业界第二大的晶圆厂,让外界客户能建立如intel内部般的规模尺度
、降低生产过程的风险,为其晶圆代工服务IFS提供助力。