Intel \u80a1\u50f9\u5728\u6b77\u53f2\u6027\u98c6\u5347\u5f8c\u51fa\u73fe\u56de\u6a94\uff0c\u65e9\u76e4\u4e0b\u8dcc\u7d04 3%\uff0c\u6295\u8cc7\u4eba\u91cd\u65b0\u8a55\u4f30 Nvidia \u7a81\u5982\u5176\u4f86\u5c0d Intel \u6301\u80a1 50 \u5104\u7f8e\u5143\u7684\u8209\u52d5\u3002\u6b64\u9006\u8f49\u767c\u751f\u5728 Intel \u516c\u5e03\u8a72\u6d88\u606f\u4e26\u5275\u4e0b\u81ea 1987 \u5e74\u4ee5\u4f86\u55ae\u65e5\u6700\u5927\u6f32\u5e45\u4e0d\u5230 24 \u5c0f\u6642\u5f8c\u3002\u7576\u5e02\u5834\u6d88\u5316 Nvidia \u771f\u6b63\u610f\u5716\u4ee5\u53ca\u6b64\u8209\u5982\u4f55\u6539\u8b8a\u534a\u5c0e\u9ad4\u7af6\u722d\u683c\u5c40\u6642\uff0c\u52d5\u80fd\u5df2\u7d93\u51b7\u537b\u3002<\/p>\n
\u77ed\u671f\u53cd\u61c9\u662f\u4e00\u7a2e\u91cd\u8a2d\u3002\u7d93\u904e\u4e00\u6ce2\u72c2\u71b1\u7684\u62c9\u62ac\uff0c\u4ea4\u6613\u8005\u6b63\u5728\u6de1\u5316\u90a3\u7a2e\u300c\u4efb\u4f55\u5927\u984d\u7968\u64da\u5373\u7b49\u540c\u65bc\u7c21\u55ae\u591a\u982d\u8ad6\u300d\u7684\u672c\u80fd\u6558\u4e8b\u3002Bloomberg \u4eca\u6668\u6307\u51fa Intel \u4e0b\u8dcc\u7d04 3%\uff0c\u5176\u4ed6\u82af\u7247\u80a1\u5247\u8868\u73fe\u53c3\u5dee\u3002\u73fe\u5728\u7684\u554f\u984c\u662f\uff0cNvidia \u7684\u9019\u7b46\u6295\u5165\u662f\u4e00\u6b21\u6027\u91d1\u878d\u4ea4\u6613\uff0c\u9084\u662f\u66f4\u6df1\u5c64\u6230\u7565\u7d81\u5b9a\u7684\u958b\u7aef\u3002\u5728\u6c92\u6709\u66f4\u5b8c\u6574\u63ed\u9732\u7684\u60c5\u6cc1\u4e0b\uff0c\u9810\u8a2d\u4ea4\u6613\u662f\u6e1b\u5009\u4e26\u7b49\u5f85\u3002\u56e0\u6b64\uff0c\u7d93\u5178\u7684\u300c\u8cb7\u6d88\u606f\u300d\u884c\u60c5\u6703\u9019\u9ebc\u5feb\u7ffb\u6210\u300c\u8ce3\u6f32\u52e2\u300d\u3002\u5728\u51fa\u73fe\u985e\u4f3c 1987 \u5e74\u90a3\u6a23\u7206\u767c\u5f8c\uff0c\u6ce2\u52d5\u6027\u539f\u672c\u5c31\u662f\u57fa\u672c\u60c5\u5883\u3002<\/p>\n
Nvidia \u4e0d\u6703\u8cb7\u5165\u76f4\u63a5\u7af6\u722d\u8005 50 \u5104\u7f8e\u5143\u7684\u80a1\u4efd\u53ea\u662f\u70ba\u4e86\u8cfa\u5e7e\u500b\u9ede\u3002\u5b58\u5728\u4e09\u7a2e\u5408\u7406\u52d5\u6a5f\u3002\u7b2c\u4e00\uff0c\u7522\u80fd\u8207\u97cc\u6027\uff1aNvidia \u4ecd\u9ad8\u5ea6\u4f9d\u8cf4\u53f0\u7063\u7684 TSMC \u63d0\u4f9b\u5148\u9032\u88fd\u7a0b\u3002\u6301\u6709 Intel \u80a1\u4efd\u53ef\u80fd\u662f\u70ba\u4e86\u5728\u5730\u88fd\u9020\u6b0a\u7684\u9810\u4ed8\u6b3e\uff0c\u4ee5\u9632\u5730\u7de3\u653f\u6cbb\u6216\u4f9b\u61c9\u74f6\u9838\u51fa\u73fe\u3002\u7b2c\u4e8c\uff0c\u5f71\u97ff\u529b\uff1a\u5373\u4f7f\u662f\u4f4e\u500b\u4f4d\u6578\u7684\u6301\u80a1\uff0c\u4e5f\u80fd\u5728\u8cc7\u8a0a\u6d41\u8207\u88fd\u9020\u3001\u5c01\u88dd\u5408\u4f5c\u4e0a\u5275\u9020\u9078\u9805\u3002\u7b2c\u4e09\uff0c\u8a0a\u865f\u50b3\u905e\uff1a\u8207 Intel \u7684\u56de\u6625\u548c\u7f8e\u570b\u7522\u696d\u653f\u7b56\u63a8\u52d5\u7d50\u76df\uff0c\u53ef\u5c07 Nvidia \u5b9a\u4f4d\u70ba\u5728\u5cb8\u8a08\u7b97\u7684\u5408\u4f5c\u5925\u4f34\u3002\u9019\u4e9b\u90fd\u4e0d\u9700\u8981\u8463\u4e8b\u6703\u5e2d\u4f4d\u6216\u63a7\u5236\u6b0a\uff0c\u4f46\u9700\u8981\u6642\u9593\uff0c\u4ee5\u53ca\u80a1\u6771\u5c0d\u56de\u5831\u660e\u78ba\u6027\u7684\u8010\u5fc3\u3002<\/p>\n
Intel \u6b63\u8655\u65bc\u591a\u5e74\u7684\u91cd\u5851\u7b2c\u4e8c\u5e74\uff0c\u8a66\u5716\u628a\u81ea\u5df1\u6253\u9020\u6210\u80fd\u8207 TSMC \u548c Samsung \u7af6\u722d\u7684\u4ee3\u5de5\u5ee0\uff0c\u540c\u6642\u7a69\u5b9a\u5176\u6838\u5fc3 CPU \u696d\u52d9\u3002\u9328\u5b9a\u5ba2\u6236\u662f\u4efb\u4f55\u4ee3\u5de5\u6a21\u5f0f\u7684\u547d\u8108\u3002\u82e5\u6709\u4e00\u500b\u91cd\u91cf\u7d1a\u7684 AI \u5ba2\u6236\u9858\u610f\u627f\u8afe\u7522\u91cf\u2014\u2014\u5373\u4fbf\u662f\u5728\u6210\u719f\u88fd\u7a0b\u6216\u5148\u9032\u5c01\u88dd\u4e0a\u2014\u2014\u5c07\u6709\u52a9\u65bc\u652f\u6490 Intel \u90a3\u4f9d\u8cf4\u898f\u6a21\u8207\u653f\u5e9c\u88dc\u52a9\u7684\u8cc7\u672c\u652f\u51fa\u8a08\u756b\u7684\u7d93\u6fdf\u6027\u3002Nvidia \u5e36\u4f86 AI \u5de5\u4f5c\u8ca0\u8f09\u3001\u8a2d\u8a08\u5c08\u9577\uff0c\u4ee5\u53ca\u8feb\u5207\u7684\u88fd\u9020\u5730\u57df\u591a\u5143\u5316\u9700\u6c42\u3002\u82e5\u9019\u662f\u300c\u5728\u9019\u88e1\u5efa\u3001\u63d0\u65e9\u5efa\u300d\u7684\u5408\u4f5c\u958b\u7aef\uff0c\u5247\u5728\u6230\u7565\u4e0a\u8207 CHIPS Act \u53ca\u7f8e\u570b\u8ffd\u6c42\u570b\u5167\u5148\u9032\u904b\u7b97\u80fd\u529b\u7684\u76ee\u6a19\u4e00\u81f4\u3002<\/p>\n
\u82e5 Nvidia \u8de8\u904e\u95dc\u9375\u9580\u6abb\uff0c\u4ea4\u6613\u5f8b\u5e2b\u5c07\u6703\u5fd9\u788c\u3002\u8d85\u904e 5% \u7684\u6301\u80a1\u6703\u5728\u7d04 10 \u5929\u5167\u89f8\u767c Schedule 13D \u6216 13G \u7684\u7533\u5831\uff0c\u63ed\u9732 Nvidia \u662f\u88ab\u52d5\u9084\u662f\u7a4d\u6975\u6295\u8cc7\u8005\u3002\u4efb\u4f55\u6697\u793a\u5f71\u97ff\u529b\u7684\u8209\u52d5\u2500\u2500\u4f8b\u5982\u6cbb\u7406\u6b0a\u6216\u8463\u4e8b\u6703\u4ee3\u8868\u2500\u2500\u90fd\u6703\u5f15\u4f86\u53cd\u58df\u65b7\u8207\u570b\u5b89\u5be9\u67e5\uff0c\u5118\u7ba1\u5169\u5bb6\u516c\u53f8\u5747\u70ba\u7f8e\u570b\u4f01\u696d\u3002\u6839\u64da\u7d50\u69cb\u8207\u610f\u5716\uff0cHart-Scott-Rodino \u5be9\u67e5\u4e5f\u53ef\u80fd\u6210\u70ba\u76f8\u95dc\u6b65\u9a5f\u3002\u81f3\u4eca\u5c1a\u7121\u6b63\u5f0f\u986f\u793a\u63a7\u5236\u91ce\u5fc3\u7684\u8de1\u8c61\u3002\u5e02\u5834\u5c07\u5bc6\u5207\u95dc\u6ce8\u7533\u5831\u6642\u7a0b\u3002\u5728\u6b64\u7522\u696d\u4e2d\uff0c\u6230\u7565\u806f\u76df\u8207\u9010\u6b65\u63a7\u80a1\u6558\u4e8b\u4e4b\u9593\u7684\u5340\u5225\uff0c\u53ef\u80fd\u5728\u5e02\u503c\u4e0a\u64fa\u52d5\u6578\u767e\u5104\u7f8e\u5143\u3002<\/p>\n
\u5373\u4f7f\u6c92\u6709\u660e\u78ba\u627f\u8afe\uff0c\u9023\u9396\u6548\u61c9\u4e5f\u662f\u5373\u6642\u7684\u3002\u82e5 Nvidia \u5c07 Intel \u57f9\u990a\u70ba\u6b21\u8981\u6216\u4e92\u88dc\u7684\u88fd\u9020\u8def\u5f91\uff0c\u5247 TSMC \u5728 AI \u4f9b\u61c9\u65b9\u9762\u7684\u65e2\u6709\u9396\u5b9a\u5730\u4f4d\u5c07\u9762\u81e8\u4f86\u81ea\u897f\u65b9\u7684\u9577\u671f\uff08\u96d6\u7136\u975e\u7acb\u523b\uff09\u7af6\u722d\u8005\u3002\u9ad8\u5ea6\u4f9d\u8cf4 TSMC \u7684 AMD\uff0c\u82e5\u6295\u8cc7\u4eba\u9810\u671f Nvidia \u7372\u5f97\u66f4\u5f37\u7684\u4f9b\u61c9\u97cc\u6027\uff0c\u53ef\u80fd\u6703\u627f\u53d7\u76f8\u5c0d\u58d3\u529b\u3002\u5f9e ASML \u5230 Applied Materials \u7684\u8a2d\u5099\u4f9b\u61c9\u5546\uff0c\u82e5\u6b64\u4e8b\u52a0\u901f Intel \u7684\u64f4\u5efa\uff0c\u53ef\u80fd\u6703\u51fa\u73fe\u8cc7\u672c\u652f\u51fa\u4e0a\u5347\u7684\u6545\u4e8b\u3002\u53e6\u4e00\u65b9\u9762\uff0c\u82e5 Nvidia \u8207 Intel \u5728\u5c01\u88dd\u6216\u5148\u9032\u4e92\u9023\u4e0a\u5408\u4f5c\u7684\u8de1\u8c61\u51fa\u73fe\uff0c\u96a8\u8457\u7522\u80fd\u64f4\u5f35\uff0c\u6574\u9ad4\u7522\u696d\u5229\u6f64\u7387\u53ef\u80fd\u6703\u88ab\u58d3\u7e2e\u3002\u9019\u985e\u6230\u7565\u518d\u5b9a\u4f4d\u6703\u8feb\u4f7f\u6295\u8cc7\u7d44\u5408\u7d93\u7406\u5728\u7b2c\u4e00\u7247\u6676\u5713\u51fa\u8ca8\u524d\u5c31\u91cd\u65b0\u5e73\u8861\u8d0f\u5bb6\u8207\u6b21\u7d1a\u53d7\u76ca\u8005\u7684\u6301\u80a1\u3002<\/p>\n
CNBC \u6307\u51fa\u6295\u8cc7\u4eba\u5c0d Nvidia \u6fc0\u9032\u4f5c\u70ba\u7684\u64d4\u6182\u64f4\u6563\uff0c\u9019\u4e5f\u53cd\u6620\u5728\u4eca\u65e5\u7684\u50f9\u683c\u8868\u73fe\u3002\u5927\u578b\u4ea4\u53c9\u6301\u80a1\u5728\u7af6\u722d\u9ad4\u7cfb\u5167\u53ef\u80fd\u5f88\u68d8\u624b\u3002\u82e5 Nvidia \u4fdd\u6301\u7d14\u7cb9\u7684\u91d1\u878d\u6295\u8cc7\u8005\u8eab\u4efd\uff0c\u5c0d Intel \u7684\u4e0a\u884c\u5927\u591a\u662f\u5149\u5b78\u8207\u8cc7\u7522\u8ca0\u50b5\u8868\u76f8\u95dc\u7684\u5229\u591a\uff1b\u82e5\u5b83\u6f14\u8b8a\u6210\u5ba2\u6236\u6216\u5408\u4f5c\u5925\u4f34\uff0c\u57f7\u884c\u98a8\u96aa\u5c31\u6703\u6210\u70ba\u4e3b\u8981\u7126\u9ede\u3002Intel \u4ecd\u9808\u9054\u6210\u88fd\u7a0b\u91cc\u7a0b\u7891\u3001\u628a\u8a2d\u8a08\u52dd\u5229\u8f49\u5316\u70ba\u91cf\u7522\u4e26\u4ea4\u51fa\u826f\u7387\u3002Nvidia \u5fc5\u9808\u6c7a\u5b9a\u662f\u5426\u4ee5\u53ca\u5728\u591a\u5927\u7a0b\u5ea6\u4e0a\u9858\u610f\u504f\u96e2 TSMC \u7684\u9818\u5148\u8def\u7dda\u5716\u3002\u5728\u6b64\u671f\u9593\uff0c\u80a1\u7968\u6703\u5728\u982d\u689d\u8207\u7533\u5831\u4e4b\u9593\u78e8\u76e4\uff0c\u800c\u9078\u64c7\u6b0a\u5e02\u5834\u5247\u6703\u70ba\u65b0\u7684\u7d50\u679c\u7bc4\u570d\u91cd\u65b0\u5b9a\u50f9\u3002<\/p>\n
\u6a5f\u68b0\u4e0a\uff0c\u62cb\u7269\u7dda\u5f0f\u5927\u6f32\u5f8c\u7684\u56de\u6a94\u5e7e\u4e4e\u662f\u5fc5\u7136\u3002\u91cf\u5316\u7be9\u9078\u6703\u6a19\u8a18\u6975\u7aef\u55ae\u65e5\u8d70\u52e2\u4ee5\u505a\u5747\u503c\u56de\u6b78\uff0c\u800c\u4e3b\u89c0\u578b\u57fa\u91d1\u5e38\u5728\u8a72\u5f37\u52e2\u6642\u8ce3\u51fa\u9396\u5b9a\u5229\u6f64\u3002\u7576\u50ac\u5316\u5291\u9f90\u5927\u4f46\u6a21\u7cca\u6642\uff0c\u9019\u4e00\u52d5\u614b\u6703\u88ab\u653e\u5927\u3002\u9810\u671f\u5feb\u9322\u6703\u6de1\u5316\u66b4\u885d\uff0c\u800c\u8f03\u9577\u671f\u8cc7\u91d1\u5247\u53ef\u80fd\u57fa\u65bc Nvidia-Intel \u8ef8\u7dda\u82e5\u53ef\u4fe1\u5c07\u5e36\u4f86\u7d50\u69cb\u6027\u6b63\u9762\u800c\u5efa\u5009\u3002\u89c0\u5bdf\u6210\u4ea4\u91cf\u8207\u6536\u76e4\u5931\u8861\u80fd\u63ed\u793a\u662f\u5426\u50c5\u4f5c\u591a\u57fa\u91d1\u6b63\u5728\u9032\u5834\u3002\u4e5f\u8981\u770b Nvidia \u81ea\u8eab\u7684\u80a1\u50f9\u8d70\u52e2\uff1a\u82e5\u6295\u8cc7\u4eba\u5c0d\u8cc7\u672c\u914d\u7f6e\u6216\u9010\u6b65\u4e0a\u5347\u7684\u76e3\u7ba1\u98a8\u96aa\u611f\u5230\u6182\u5fc3\uff0c\u8cb7\u65b9\u7684\u80a1\u50f9\u53ef\u80fd\u6703\u8207\u88ab\u8cfc\u8cb7\u6a19\u7684\u540c\u6b65\u52d5\u76ea\u3002<\/p>\n
\u4e09\u4ef6\u4e8b\u73fe\u5728\u6700\u91cd\u8981\u3002\u7b2c\u4e00\uff0c\u6587\u4ef6\uff1a\u4efb\u4f55 13D \u6216 13G \u6703\u900f\u904e\u8072\u660e\u88ab\u52d5\u9084\u662f\u7a4d\u6975\u610f\u5716\u4f86\u5b9a\u8abf\u3002\u7b2c\u4e8c\uff0c\u7ba1\u7406\u5c64\u8a0a\u606f\uff1a\u82e5 Nvidia \u7684 Jensen Huang \u8207 Intel \u7684 Pat Gelsinger \u5c0d\u4ee3\u5de5\u5408\u4f5c\u3001\u5c01\u88dd\u6216\u7522\u80fd\u627f\u8afe\u767c\u8868\u5177\u9ad4\u8a00\u8ad6\uff0c\u5c07\u6bd4\u4efb\u4f55\u542b\u7cca\u7684\u300c\u7b56\u7565\u6027\u300d\u63aa\u8fad\u66f4\u80fd\u63a8\u52d5\u80a1\u50f9\u3002\u7b2c\u4e09\uff0c\u8cc7\u672c\u652f\u51fa\u8207\u6642\u7a0b\uff1a\u82e5 Intel \u5c07\u6b64\u6301\u80a1\u8207\u52a0\u901f\u555f\u7528\u7f8e\u570b\u6216\u6b50\u6d32\u70ba AI \u7d44\u4ef6\u670d\u52d9\u7684\u7522\u80fd\u639b\u9264\uff0c\u6295\u8cc7\u4eba\u6703\u958b\u59cb\u628a\u56de\u5831\u8207\u88dc\u8cbc\u7d0d\u5165\u6a21\u578b\u3002\u63a5\u4e0b\u4f86\u7684\u8ca1\u5831\u9031\u671f\u8207\u7522\u696d\u6703\u8b70\u53ef\u80fd\u662f\u66f4\u65b0\u7684\u767c\u8868\u5834\u57df\u3002\u5728\u90a3\u4e4b\u524d\uff0c\u5e02\u5834\u6703\u4ea4\u6613\u5404\u7a2e\u6a5f\u7387\u3002\u76ee\u524d\u5728\u4e00\u6ce2\u9676\u9189\u5f0f\u885d\u523a\u5f8c\uff0c\u5e02\u5834\u6b63\u5728\u5c0d\u4e0d\u78ba\u5b9a\u6027\u7d66\u4e88\u6298\u6263\u3002<\/p>\n
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