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英特爾和三星受惠外溢效果 台積電可能調高資本支出
英特爾和三星近日傳出在晶圓代工和先進封裝接單上獲得突破性進展,分食台積電市場。長期研究地緣政治的半導體產業專家表示,主要是台積電產能供不應求,英特爾和三星受惠外溢效果,預期台積電不排除調高資本支出,積極擴產應對。 華爾街日報日前引述知情人士報導,蘋果(Apple)與英特爾(Intel)已進行超過1年的談判,並於最近幾個月敲定正式協議,將由英特爾為蘋果生產部分晶片;彭博報導,蘋...
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