英特爾靈活調(diào)整晶圓代工戰(zhàn)略：30% 產(chǎn)能外包給臺積電，長期目標 15-20%

　　3 月 7 日消息，英特爾投資者關(guān)系副總裁約翰・皮策(John Pitzer)昨日在摩根士丹利科技會議上透露，公司將繼續(xù)保持約 30% 的晶圓制造依賴外部合作伙伴，主要外包給臺積電。

　　他表示，臺積電是“優(yōu)質(zhì)供應(yīng)商”，其參與為英特爾代工業(yè)務(wù)(Intel Foundry)創(chuàng)造了良性競爭環(huán)境;英特爾正在考慮 15-20% 的長期晶圓外包目標。IT之家翻譯如下：

　　摩根士丹利半導(dǎo)體行業(yè)分析師 Joe Moore 問：

　　在經(jīng)歷 CEO 更迭和每日涌現(xiàn)轉(zhuǎn)型新聞的背景下，財報電話會議中提及的戰(zhàn)略方向似乎與帕特時代保持一致。能否從戰(zhàn)略層面解讀英特爾當前動向?

　　約翰・皮策(John Pitzer)答：

　　說的好，我們的核心戰(zhàn)略仍是打造世界級無晶圓廠企業(yè)與世界級代工廠。英特爾臨時 CEO Dave Zinsner 和 Michelle Johnston Holthaus 被授予充分決策權(quán)以推進戰(zhàn)略執(zhí)行。

　　從產(chǎn)品競爭力的角度來看，若英特爾產(chǎn)品業(yè)務(wù)達不到健康標準，代工業(yè)務(wù)也很難實現(xiàn)獨立發(fā)展。Michelle 在制定產(chǎn)品路線圖和長期市場份額戰(zhàn)略方面擁有更大自主權(quán)，其最新決策體現(xiàn)為延長臺積電代工合作周期。

　　目前我們約 30% 晶圓產(chǎn)能都是外包，這可能已經(jīng)是外包比例峰值。相比一年前力求歸零的戰(zhàn)略，當前調(diào)整為長期維持部分外包。臺積電作為優(yōu)質(zhì)供應(yīng)商，能與英特爾代工部門形成良性競爭。我們正在評估 15%-20% 的外包比例區(qū)間，并繼續(xù)在新戰(zhàn)略下使用外部代工資源。

　　Yes. I mean, it's a good question. I think the core of the strategy continues to be standing up a world-class fabless company and a world-class foundry. I think on the margin, as you think about Dave and Michelle in the interim CEO roles, they have been given full agency to go off and prosecute the strategy, I think on the margin. I think from an Intel products perspective, I think there's a strong understanding that without that being healthy first. It's really hard to have a healthy Intel foundry.So, I do think Michelle has been given a bit more agency to go off and make decisions around what she thinks is best for the product road map and for longer-term market share there. And I think the biggest sort of manifestation of that today is she probably has more agency to use TSMC longer and for more than she might have had six or nine months ago. And to be clear, we have roughly 30% of our wafers outsourced today. That is probably a high watermark for us.But to the extent that I think a year ago, we were talking about trying to get that to zero as quickly as possible. That's no longer the strategy. We think it's always good to have at least some of our wafers with TSMC. They're a great supplier. It creates a good competition between them and Intel Foundry. Not quite sure what the right sort of level set is. Is it 20? Is it 15? We're working through that. But we will use, I think, external foundry suppliers longer kind of under this new strategy.

　　分析師認為，這種務(wù)實態(tài)度反映了英特爾對半導(dǎo)體制造復(fù)雜性的清醒認知。采用臺積電先進制程既體現(xiàn)現(xiàn)實需求，也展現(xiàn)戰(zhàn)略靈活性。盡管制造自主目標仍是核心，但未來將在產(chǎn)品競爭力與上市速度之間尋求平衡。