{"id":588349,"date":"2025-08-19T06:46:33","date_gmt":"2025-08-19T13:46:33","guid":{"rendered":"https:\/\/nai500.com\/blog\/2025\/08\/intel-intc-softbank-20\/"},"modified":"2025-08-19T06:46:33","modified_gmt":"2025-08-19T13:46:33","slug":"intel-intc-softbank-20","status":"publish","type":"post","link":"https:\/\/nai500.com\/zh-hans\/blog\/2025\/08\/intel-intc-softbank-20\/","title":{"rendered":"Intel INTC \u5728 SoftBank \u5165\u80a1 20 \u4ebf\u7f8e\u5143\u540e\u98d9\u5347"},"content":{"rendered":"

Intel \u5728\u76d8\u540e\u4ea4\u6613\u4e2d\u5927\u6da8\u903e 5%\uff0c\u539f\u56e0\u662f SoftBank \u8868\u793a\u5c06\u4ee5\u6bcf\u80a1 23 \u7f8e\u5143\u7684\u4ef7\u683c\u6295\u8d44 20 \u4ebf\u7f8e\u5143\uff0c\u6b64\u4e3e\u4f7f\u8fd9\u5bb6\u65e5\u672c\u96c6\u56e2\u6210\u4e3a\u524d\u5341\u540d\u6301\u80a1\u8005\u4e4b\u4e00\uff0c\u6301\u80a1\u7565\u4f4e\u4e8e 2%\u3002SoftBank \u80a1\u4ef7\u5728\u4e1c\u4eac\u4e0b\u8dcc\u903e 5%\uff0c\u51f8\u663e\u5e02\u573a\u5bf9 Masayoshi Son \u6700\u65b0\u62bc\u6ce8\u82af\u7247\u4e1a\u52a1\u7684\u770b\u6cd5\u5206\u6b67\u3002\u8fd9\u4e00\u65f6\u70b9\u5f88\u5c16\u9510\uff1aIntel \u5728 2024 \u5e74\u5f55\u5f97 188 \u4ebf\u7f8e\u5143\u7684\u4e8f\u635f\uff0c\u4e14\u4ecd\u5728\u4e3a\u5176\u4ee3\u5de5\u6269\u5f20\u5bfb\u627e\u951a\u5b9a\u5ba2\u6237\u3002\u65b0\u4efb CEO Lip-Bu Tan \u5c06\u8fd9\u7b14\u5165\u80a1\u79f0\u4e3a\u4e00\u9879\u4fe1\u4efb\u6295\u7968\u3002Son \u5219\u628a\u5b83\u8868\u8ff0\u4e3a\u5bf9 U.S. \u534a\u5bfc\u4f53\u5236\u9020\u7684\u62bc\u6ce8\u3002\u53c2\u8003\u4ef7\u5f88\u91cd\u8981\u3002\u4ee5 23 \u7f8e\u5143\u8ba1\u7b97\uff0cSoftBank \u5b9e\u8d28\u4e0a\u4e3a\u8fd9\u6bb5\u4ecd\u9700\u5b9e\u8bc1\u7684\u7ffb\u8eab\u6545\u4e8b\u5212\u51fa\u4e00\u4e2a\u5e95\u90e8\u3002<\/p>\n

\u5e02\u573a\u53cd\u5e94\u4e0e\u53c2\u8003\u4ef7\u683c<\/h3>\n

Intel \u5f97\u5230\u4e86\u4e00\u76f4\u7f3a\u4e4f\u7684\u4e1c\u897f\uff1a\u5e02\u573a\u53ef\u4ee5\u91cf\u5316\u7684\u4fe1\u5fc3\u8d44\u672c\u3002\u76d8\u540e\u6da8\u5e45\u5c06\u80a1\u4ef7\u63a8\u9ad8\u81f3 SoftBank \u5165\u573a\u4ef7\u4e4b\u4e0a\uff0c\u6536\u7d27\u4e86\u77ed\u671f\u4ea4\u6613\u7684\u6ce2\u52a8\u533a\u95f4\uff0c\u5e76\u63d0\u9ad8\u4e86\u52a8\u91cf\u4e70\u76d8\u8bd5\u63a2\u4f4e\u81f3\u4e2d 20 \u7f8e\u5143\u533a\u95f4\u963b\u529b\u4f4d\u7684\u6982\u7387\u300223 \u7f8e\u5143\u7684\u5b9a\u4ef7\u4e5f\u5177\u6709\u4fe1\u53f7\u610f\u4e49\u3002\u5b83\u770b\u8d77\u6765\u50cf\u662f\u534f\u5546\u540e\u7684\u4ef7\u683c\uff0c\u800c\u975e\u76f2\u76ee\u8bd5\u63a2\uff0c\u6697\u793a SoftBank \u5e0c\u671b\u88ab\u89c6\u4e3a\u957f\u671f\u5408\u4f5c\u4f19\u4f34\uff0c\u800c\u4e0d\u662f\u77ed\u671f\u6295\u673a\u8005\u3002\u53e6\u4e00\u9762\u662f\u4e1c\u4eac\u76d8\u7684\u53cd\u5e94\u3002SoftBank \u80a1\u4ef7\u4e0b\u8dcc\u7ea6 5%\u610f\u5473\u7740\u90a3\u91cc\u7684\u6295\u8d44\u8005\u628a\u6b64\u4e3e\u770b\u4f5c\u53c8\u4e00\u6b21\u9ad8\u8d1d\u5854\u3001\u56de\u62a5\u671f\u957f\u7684\u62bc\u6ce8\u3002\u8fd9\u79cd\u7d27\u5f20\u5173\u7cfb\u5c06\u51b3\u5b9a\u65e9\u671f\u4ed3\u4f4d\u5206\u5316\uff1a\u7f8e\u65b9\u4ea4\u6613\u53f0\u56f4\u7ed5 Intel \u7684\u5e95\u90e8\u504f\u5411\u98ce\u9669\u504f\u597d\uff0c\u800c\u65e5\u65b9\u6301\u6709\u4eba\u5219\u8d28\u7591 SoftBank \u7684\u673a\u4f1a\u6210\u672c\u3002<\/p>\n

20 \u4ebf\u7f8e\u5143\u5728 Intel \u8d2d\u5f97\u4ec0\u4e48<\/h3>\n

\u76f8\u6bd4 Intel \u5728 23 \u7f8e\u5143\u9644\u8fd1\u7ea6 1000 \u4ebf\u7f8e\u5143\u7684\u5e02\u503c\uff0c20 \u4ebf\u7f8e\u5143\u7684\u80a1\u6743\u6295\u5165\u89c4\u6a21\u4e0d\u5927\u3002\u4f46\u5b83\u6362\u6765\u4e86\u65f6\u95f4\u548c\u7075\u6d3b\u6027\u3002\u516c\u53f8\u6b63\u5728\u6295\u5165\u6570\u5341\u4ebf\u7f8e\u5143\u5efa\u7acb\u5148\u8fdb\u8282\u70b9\u548c\u5728\u7f8e\u6b27\u7684\u4ee3\u5de5\u4ea7\u80fd\u3002\u5b83\u9700\u8981\u8425\u8fd0\u8d44\u91d1\u6765\u8ffd\u6c42 18A \u7684\u826f\u7387\u63d0\u5347\u3001\u63a8\u8fdb\u50cf Gaudi AI \u52a0\u901f\u5668\u8fd9\u6837\u7684\u4ea7\u54c1\uff0c\u5e76\u4e89\u53d6\u65e0\u6676\u5706\u5382\u82af\u7247\u516c\u53f8\uff08fabless\uff09\u7684\u8bbe\u8ba1\u8ba2\u5355\u30022024 \u5e74\u7684\u4e8f\u635f\u663e\u793a\u95ee\u9898\u4e4b\u6df1\u3002Intel \u5df2\u7ecf\u538b\u7f29\u6210\u672c\u3001\u91cd\u8bbe\u65f6\u95f4\u8868\u5e76\u8c03\u6574\u9886\u5bfc\u5c42\uff0c\u4f46\u4ecd\u9700\u8bc1\u660e\u5176\u80fd\u6309\u8ba1\u5212\u4ea4\u4ed8\u5177\u7ade\u4e89\u529b\u7684\u5236\u7a0b\u6280\u672f\uff0c\u540c\u65f6\u5c06\u5176\u4ece\u672a\u4ee5\u6b64\u89c4\u6a21\u8fd0\u8425\u8fc7\u7684\u670d\u52a1\u4e1a\u52a1\u505a\u5230\u89c4\u6a21\u5316\u3002\u73b0\u91d1\u672c\u8eab\u4e0d\u80fd\u89e3\u51b3\u5236\u7a0b\u5468\u671f\u6216\u7f3a\u9677\u5bc6\u5ea6\u95ee\u9898\uff0c\u4f46\u6765\u81ea\u6218\u7565\u80cc\u4e66\u8005\u7684\u8d44\u91d1\u53ef\u4ee5\u907f\u514d\u75db\u82e6\u9009\u62e9\u6f14\u53d8\u4e3a\u751f\u5b58\u5371\u673a\u3002<\/p>\n

SoftBank \u7684 AI \u6218\u7565\u9047\u4e0a U.S. \u82af\u7247\u653f\u7b56<\/h3>\n

Son \u7684\u8bba\u8ff0\u5e76\u4e0d\u964c\u751f\uff1a\u534a\u5bfc\u4f53\u9a71\u52a8\u4e00\u5207\uff0c\u800c AI \u6d6a\u6f6e\u5c06\u8fd9\u53e5\u53e3\u53f7\u53d8\u4e3a\u57fa\u672c\u524d\u63d0\u3002SoftBank \u5df2\u63a7\u5236 Arm\uff0c\u90a3\u662f\u5927\u591a\u6570\u667a\u80fd\u624b\u673a\u53ca\u8d8a\u6765\u8d8a\u591a\u6570\u636e\u4e2d\u5fc3\u8bbe\u8ba1\u80cc\u540e\u7684\u6307\u4ee4\u96c6\u3002\u53ef\u89c1\u7684 Intel \u6301\u80a1\u4f7f SoftBank \u4e0e CHIPS Act \u4e0b\u7684 U.S. \u56de\u6d41\u76ee\u6807\u4fdd\u6301\u4e00\u81f4\uff0c\u5e76\u6709\u53ef\u80fd\u4e0e\u66f4\u5e7f\u6cdb\u7684\u653f\u7b56\u63a8\u52a8\u76f8\u5951\u5408\u3002\u5e02\u573a\u4e0a\u6709\u79ef\u6781\u731c\u6d4b\u8ba4\u4e3a Washington \u53ef\u80fd\u4f1a\u8003\u8651\u5165\u80a1 Intel\uff0c\u6700\u9ad8\u8fbe 10%\uff0c\u4ee5\u652f\u6301\u56fd\u5185\u5236\u9020\u3002\u5982\u679c\u6210\u771f\uff0cSoftBank \u5c06\u6210\u4e3a\u8fdb\u5165\u4e00\u4e2a\u53ef\u80fd\u5f88\u5feb\u5305\u542b U.S. \u653f\u5e9c\u8d44\u672c\u7684\u8d44\u672c\u7ed3\u6784\u7684\u4e00\u90e8\u5206\u3002\u8fd9\u79cd\u7ec4\u5408\u4e0d\u4f1a\u81ea\u52a8\u4fdd\u8bc1\u6267\u884c\u529b\uff0c\u4f46\u4f1a\u964d\u4f4e\u6676\u5706\u5382\u7684\u878d\u8d44\u98ce\u9669\u3001\u4e3a\u957f\u671f\u8d44\u672c\u652f\u51fa\u63d0\u4f9b\u627f\u4fdd\uff0c\u5e76\u4f7f\u5927\u5ba2\u6237\u66f4\u6613\u7b7e\u7f72\u5e26\u6709\u653f\u6cbb\u80cc\u4e66\u7684\u591a\u5e74\u5408\u7ea6\u3002<\/p>\n

\u5bf9 Intel \u6295\u8d44\u8005\u800c\u8a00\uff0c\u4fe1\u53f7\u91cd\u4e8e\u89c4\u6a21<\/h3>\n

\u9664\u975e\u4f34\u968f\u8463\u4e8b\u4f1a\u5e2d\u4f4d\u6216\u6cbb\u7406\u65b9\u9762\u8ba9\u6b65\uff0c\u5426\u5219 SoftBank \u7684\u5f71\u54cd\u529b\u5c06\u6709\u9650\u3002\u6b64\u6b21\u5165\u80a1\u5e76\u672a\u5ba3\u5e03\u4efb\u4f55\u8463\u4e8b\u4f1a\u4efb\u547d\u3002\u66f4\u91cd\u8981\u7684\u6760\u6746\u662f\u611f\u77e5\u5c42\u9762\u3002Intel \u9700\u8981\u4e00\u4e2a\u5728\u82af\u7247\u9886\u57df\u6709\u81ea\u8eab\u4e1a\u7ee9\u8bb0\u5f55\u7684\u7b2c\u4e09\u65b9\u6765\u8868\u6001\uff0c\u5b9e\u8d28\u4e0a\u8bf4\u660e\u8be5\u80a1\u5e76\u975e\u65e0\u6cd5\u6295\u8d44\u3002Son \u7684\u80cc\u4e66\u8fbe\u5230\u8fd9\u4e00\u6548\u679c\u3002Lip-Bu Tan \u7684\u6b22\u8fce\u540c\u6837\u91cd\u8981\u3002\u4ed6\u5728\u8bbe\u8ba1\u516c\u53f8\u548c\u98ce\u9669\u652f\u6301\u7684\u7845\u82af\u7247\u521d\u521b\u4f01\u4e1a\u4e2d\u4eba\u8109\u5e7f\u6cdb\u3002\u5982\u679c\u8fd9\u4e00\u5408\u4f5c\u80fd\u8f6c\u5316\u4e3a\u4ee3\u5de5\u5f15\u4ecb\u548c\u8054\u5408\u5f00\u53d1\uff0c\u5c24\u5176\u56f4\u7ed5 Arm \u67b6\u6784\u8ba1\u7b97\u3001AI \u52a0\u901f\u5668\u6216 chiplet \u751f\u6001\u7cfb\u7edf\uff0cIntel \u6709\u671b\u83b7\u5f97\u5f53\u524d\u6240\u7f3a\u4e4f\u7684\u7c98\u6027\u8ba2\u5355\u6765\u6e90\u3002\u8fd9\u4e9b\u90fd\u4e0d\u80fd\u6539\u53d8\u6309\u89c4\u6a21\u79fb\u52a8\u7269\u7406\u4ea7\u7ebf\u7684\u5ba2\u89c2\u96be\u9898\uff0c\u4f46\u80fd\u5728\u4f9b\u5e94\u6f0f\u6597\u4e2d\u503e\u659c\u6709\u5229\u4e8e Intel \u7684\u65b9\u5411\uff0c\u7f29\u77ed\u8d44\u672c\u652f\u51fa\u4e0e\u6536\u5165\u4e4b\u95f4\u7684\u6ede\u540e\u3002<\/p>\n

\u7ade\u4e89\u58c1\u5792\u4ecd\u7136\u5f88\u9ad8<\/h3>\n

\u73b0\u5b9e\u68c0\u9a8c\uff1aIntel \u5728\u9886\u5148\u5236\u7a0b\u826f\u7387\u4e0a\u4ecd\u843d\u540e\u4e8e Taiwan Semiconductor\uff0c\u5728 AI \u52a0\u901f\u9886\u57df\u5219\u843d\u540e\u4e8e Nvidia \u548c AMD\u3002\u5b83\u5c06 Gaudi \u5ba3\u4f20\u4e3a\u66f4\u4f4e\u6210\u672c\u7684\u66ff\u4ee3\u65b9\u6848\uff0c\u53ef\u80fd\u5438\u5f15\u5bfb\u6c42\u4f9b\u5e94\u591a\u6837\u6027\u7684\u4ef7\u683c\u654f\u611f\u578b\u8d85\u5927\u5ba2\u6237\u3002\u4f46\u8bbe\u8ba1\u751f\u6001\u3001\u8f6f\u4ef6\u6808\u548c\u91c7\u8d2d\u60ef\u6027\u4ecd\u504f\u5411\u65e2\u6709\u5382\u5546\u3002\u5728\u4ee3\u5de5\u65b9\u9762\uff0cIntel \u9762\u4e34\u66f4\u57fa\u672c\u7684\u6311\u6218\u2014\u2014\u8bf4\u670d\u5934\u90e8\u5ba2\u6237\u5728\u5176\u8def\u7ebf\u56fe\u4e0a\u5192\u9669\uff0c\u628a\u8d4c\u6ce8\u62bc\u5728\u4e00\u5bb6\u6b63\u5728\u91cd\u5efa\u5236\u7a0b\u4fe1\u8a89\u7684\u4f9b\u5e94\u5546\u8eab\u4e0a\u3002\u5148\u8fdb\u5c01\u88c5\u662f\u4e00\u9053\u4eae\u70b9\uff0c\u4f46\u5355\u9760\u5b83\u4e0d\u8db3\u4ee5\u5f25\u8865\u5dee\u8ddd\u3002SoftBank \u7684 20 \u4ebf\u7f8e\u5143\u5e76\u4e0d\u80fd\u514d\u9664\u8fbe\u6210\u8282\u70b9\u91cc\u7a0b\u7891\u3001\u6392\u671f\u5927\u89c4\u6a21\u6d41\u7247\u5e76\u5c06\u5174\u8da3\u8f6c\u5316\u4e3a\u5408\u540c\u7684\u5fc5\u8981\u6027\u3002\u90a3\u4e9b\u8b66\u544a\u8be5\u7b14\u6295\u8d44\u65e0\u6cd5\u66ff\u4ee3\u6218\u7565\u8c03\u6574\u7684\u5206\u6790\u5e08\u662f\u5bf9\u7684\u3002\u672a\u6765\u4e24\u8f6e\u6d41\u7247\u7684\u6267\u884c\u5c06\u51b3\u5b9a\u8fd9\u4e00\u62bc\u6ce8\u7684\u751f\u6b7b\u3002<\/p>\n

SoftBank \u7684\u98ce\u9669\u6743\u8861<\/h3>\n

\u4e3a\u4ec0\u4e48 SoftBank \u5728\u6d88\u606f\u516c\u5e03\u540e\u906d\u629b\u552e\uff1f\u8be5\u96c6\u56e2\u7684\u80a1\u672c\u6545\u4e8b\u4e00\u76f4\u53d7\u98ce\u9669\u504f\u597d\u7684\u5de6\u53f3\u3002\u5728\u5b8c\u6210 Arm \u4e0a\u5e02\u5e76\u642d\u4e0a AI \u70ed\u6f6e\u4e4b\u540e\uff0c\u6295\u8d44\u8005\u8981\u6c42\u66f4\u81ea\u5f8b\u3002\u5bf9\u67d0\u4e9b\u4eba\u800c\u8a00\uff0c\u6301\u6709 Intel \u7684\u64cd\u4f5c\u88ab\u89e3\u8bfb\u4e3a\u65b0\u4e00\u8f6e\u7684\u5927\u989d\u3001\u957f\u671f\u8d4c\u6ce8\u3002\u8fd9\u4e5f\u5e26\u6709\u67d0\u79cd\u53cd\u5411\u5fc3\u7406\u5b66\u610f\u5473\u2014\u2014\u4e70\u5165\u4e00\u4e2a\u6709\u653f\u6cbb\u5229\u597d\u7684\u7ffb\u8eab\u6545\u4e8b\uff0c\u4f46\u5176\u8fd0\u8425\u62d6\u7d2f\u662f\u771f\u5b9e\u5b58\u5728\u7684\u3002\u5982\u679c SoftBank \u5224\u65ad\u6b63\u786e\uff0c\u6536\u76ca\u6765\u81ea\u88ab\u91cd\u65b0\u4f30\u503c\u7684 Intel \u80a1\u672c\u548c\u66f4\u5f3a\u7684 U.S. \u5236\u9020\u57fa\u7840\uff0c\u8fd9\u5c06\u5229\u597d\u90a3\u4e9b\u5728\u4e0d\u540c\u4ee3\u5de5\u5382\u95f4\u8fc1\u79fb\u8bbe\u8ba1\u7684 Arm \u5ba2\u6237\uff0c\u5305\u62ec\u672a\u6765\u53ef\u80fd\u843d\u5728 Intel \u7684\u4ea7\u80fd\u3002\u5982\u679c\u5224\u65ad\u9519\u8bef\uff0c\u8fd9\u7b14\u4e0d\u5230 2% \u7684\u6301\u80a1\u5c06\u53ea\u662f\u53e6\u4e00\u4e2a\u5728\u590d\u82cf\u7f13\u6162\u8fdb\u7a0b\u4e2d\u7684\u975e\u63a7\u80a1\u5934\u5bf8\u3002\u8fd9\u79cd\u5206\u6b67\u6b63\u662f\u4e3a\u4ec0\u4e48\u4f60\u770b\u5230 Intel \u88ab\u4e70\u5165\u800c SoftBank \u88ab\u629b\u552e\uff1a\u5e02\u573a\u5728\u89e3\u6790\u4e24\u6761\u4e0d\u540c\u7684\u98ce\u9669\u66f2\u7ebf\u3002<\/p>\n

\u6f5c\u5728\u7684 U.S. \u80a1\u6743\u4ee5\u53ca\u878d\u8d44\u7ed3\u6784<\/h3>\n

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\u63a5\u4e0b\u6765\u5173\u6ce8\u7684 Intel \u80a1\u4ef7\u52a8\u5411<\/h3>\n

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