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Re: [情報] INTEL CEO口不擇言,被台積取消40%代工折扣

看板PC_Shopping標題Re: [情報] INTEL CEO口不擇言,被台積取消40%代工折扣作者
buteo
(找尋人與人的鍵結)
時間推噓 8 推:8 噓:0 →:21

https://tinyurl.com/mpkx56j7

SemiWiki的創辦人Daniel Nenni有針對這篇報導發表意見
他應該是業界很有名聲的
擷取其中相關部分翻譯如下:

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

這篇文章有很多事實,但也有一些虛構成分。很難相信有這麼多人參與編寫。

I remember having too many drinks with some Intel people at a GSA event afterthey 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 renegotiatedown the contract and the pricing did go up but it was not list price. That
is ridiculous.

我記得在 GSA 活動上,在英特爾的一些人與台積電簽訂合約後,和他們喝了很多酒。他們對預付款感到震驚,我可以向你保證,英特爾獲得的折扣沒有蘋果那麼大。英特爾確實重新談判了合同,訂單減少,定價確實上漲了,但不是標價。這太荒謬了。

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叔確實多次侮辱台積電,張忠謀也確實注意到了這一點,但更重要的是,魏哲家認為
這是針對個人的,魏哲家不是一個會原諒和忘記的人。G叔的言論極大地激勵了台積電成為更強大的競爭對手。我還注意到英偉達和其他台積電頂級客戶對台積電有更多的讚美之詞。但情況並非總是如此。 魏哲家改變了台積電的競爭文化,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「台灣不是一個安全的地方」的言論侮辱了整個國家。您真的認為聯發科和其他台灣公司之後會使用英特爾代工嗎?

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BlacKlonely 10/31 08:51我看要G哥下台i家股價才會上去了

lc85301 10/31 08:51初看我也覺得滿怪的,公司對公司怎麼會

lc85301 10/31 08:51因為個人言論就任意調報價

michelin4x4 10/31 08:53問題是intel 搞代工 依然姿態高 配合

michelin4x4 10/31 08:53度差 速度慢 價格很難便宜。除非是抖

michelin4x4 10/31 08:53M體質的fabless 或者美國政府強壓 才

michelin4x4 10/31 08:53有可能

MacBookAir12 10/31 08:54裡面有寫到 intel18A 2026前 渺茫

verdandy 10/31 08:57價格漂亮、出貨時間、基本良率等達標

verdandy 10/31 08:58台廠不會計較你嘴臭啦

verdandy 10/31 08:58但Intel能做到嗎?

RTX9090 10/31 08:59已經簽的合約任意調報價當然不行,但是可

RTX9090 10/31 08:59沒有保證未來的合約有超值的優惠力度,有

RTX9090 10/31 08:59高優先級能搶產能,專屬的工程師團隊服務,

RTX9090 10/31 08:59畢竟台積的優質大客戶這麼多個,Intel去後

RTX9090 10/31 08:59面慢慢排隊就夠它受囉

ariadne 10/31 09:03怎麼會不能調報價?當你公司稼動率夠高可

ariadne 10/31 09:04以挑客戶 那些利潤低的訂單大可不接 只是

ariadne 10/31 09:04取消折扣比照其他客戶價格算客氣的

ariadne 10/31 09:06更何況雞心哥不只嘴臭 還一直更改訂單內

ariadne 10/31 09:06容 就問你一般廠商本來談好1KK的量有給折

ariadne 10/31 09:07扣 後來改成1K 價格還會跟1KK一樣嗎?

amos30627 10/31 09:08人家是講有簽的合約

crow0801 10/31 09:22他的言論其實就是川普跟MAGA支持者那套

crow0801 10/31 09:22認為台灣科技業搶了美國科技業生意

eric13141230 10/31 09:41g叔再嘴秋啊 今天又要財報審判日了

kuninaka 10/31 10:17他這樣嘴確實會讓台積電更努力XD