Re: [情报] INTEL CEO口不择言,被台积取消40%代工折扣

楼主: buteo (找尋人與人的鍵結)   2024-10-31 08:43:14
https://tinyurl.com/mpkx56j7
SemiWiki的创办人Daniel Nenni有针对这篇报导发表意见
他应该是业界很有名声的
撷取其中相关部分翻译如下:
There is a lot of truth in this article but also some fiction. It is hard to
believe that so many people were involved in writing it
这篇文章有很多事实,但也有一些虚构成分。很难相信有这么多人参与编写。
I remember having too many drinks with some Intel people at a GSA event after
they signed the TSMC contract. They were shocked at the prepay and I can
assure you the Intel discount was not as deep as Apple. Intel did renegotiate
down the contract and the pricing did go up but it was not list price. That
is ridiculous.
我记得在 GSA 活动上,在英特尔的一些人与台积电签订合约后,和他们喝了很多酒。他
们对预付款感到震惊,我可以向你保证,英特尔获得的折扣没有苹果那么大。英特尔确实
重新谈判了合同,订单减少,定价确实上涨了,但不是标价。这太荒谬了。
Pat did insult TSMC on multiple occasions and Morris Chang did take note of
it but more importantly CC Wei took it personally and CC is not one to
forgive and forget. Pat's comments were a great motivator for TSMC to be an
even stronger competitor. I have also noticed more complimentary langue
towards TSMC from Nvidia and other top TSMC customers. That has not always
been the case. CC Wei has changed the competitive culture of TSMC and Pat G
is one of the reasons.
G叔确实多次侮辱台积电,张忠谋也确实注意到了这一点,但更重要的是,魏哲家认为
这是针对个人的,魏哲家不是一个会原谅和忘记的人。G叔的言论极大地激励了台积电成
为更强大的竞争对手。我还注意到英伟达和其他台积电顶级客户对台积电有更多的赞美之
词。但情况并非总是如此。 魏哲家改变了台积电的竞争文化,G叔是原因之一。
Even worse, Pat's comment that "Taiwan is not a safe place" insulted an
entire country. Do you really think MediaTek and other Taiwan companies are
going to use Intel Foundry after that?
更糟的是,G叔的“台湾不是一个安全的地方”的言论侮辱了整个国家。您真的认为联发
科和其他台湾公司之后会使用英特尔代工吗?

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