- I-WSJ inika ingxelo yeengxoxo phakathi kwe-Intel kunye ne-TSMC yomanyano lwemveliso okanye utyalo-mali.
- Intsebenziswano enokubakho iya kujolisa kwisiseko esiphezulu kunye nomthamo wemveliso.
- Imakethi iphendule ngendlela enyukayo: i-Intel yenyuka yaya kuthi ga kwi-4,6% kurhwebo lwangaphambili.
- I-Intel yenze umtya weentshukumo zamva nje zobuchule, njengesivumelwano ne-NVIDIA, ukuqinisa imephu yendlela yayo.
I-Intel yenza enye intshukumo kwibhodi semiconductor kunye uye waqhagamshelana ne-TSMC ukomeleza amakhonkco okwenziwa kwemveliso, ukuhlalutya i ukuxhomekeka kwi-TSMC. Njengoko iqhubela phambili The Wall Street Journal, uLip-Bu Tan, i-CEO yenkampani yaseMelika, ngewayedibene noCC Wei, iqabane lakhe kwifemu yaseTaiwan, ukuxoxa. intsebenziswano enokwenzeka. Okusemngciphekweni kuya kuba ziifomula ukusuka utyalo-mali olunqamlezileyo kwizivumelwano zokwenza ilungiselelwe ukuya kumaza alandelayo eendawo eziphambili.
Okwangoku, umda weentetho awuvalwanga kwaye Iya kuba lunxibelelwano lokuqala. Nangona kunjalo, imakethi yakhawuleza ukusabela: Izabelo ze-Intel ziye zaphinda zaphinda zavela kwiseshini yangaphambi kokuvulwa, 4,6% ukuya kwi-35,55 yeedola, emva kokuba intshukumo yaziwa. Umdla uyabonakala kuba ilungelelanisa abadlali ababini abaphambili kwitsheyini yetshiphu yehlabathi, kunye nokubanakho ukuphinda kuqwalaselwe amandla kunye neeshedyuli zobonelelo.
Yintoni ekuxoxwa ngayo phakathi kwe-Intel kunye ne-TSMC
Iinketho kwitheyibhile zikhomba kwintsebenziswano yezoshishino malunga ne-Foundry. Oku kungaguqulela kwi izivumelwano zamandla, iinkqubo ekwabelwana ngazo okanye inkxaso ye-TSMC kwiimveliso ezithile ze-Intel, ngakumbi kwitekhnoloji ye-cutting-edge apho ukusebenza kwemveliso kunye nesivuno nge-wafer nganye kwenza umahluko.
Akukho zinkcukacha zisemthethweni kumaxesha amisiweyo okanye umda wobugcisa., kunye namalungu abaqinisekisanga naziphi na izibophelelo eziqinileyo. Ngokungabikho kweenkcukacha ezithile, ezona meko zibonakalayo zibandakanya ukukhangela kwe-Intel qinisekisa umthamo kunye nokuguquguquka kwiinkqubo zokusika, ngelixa i-TSMC igcina indawo yayo njengesalathiso kwiindawo eziphambili ngaphandle kokuguqula umgaqo wayo wokuqala: i ukungathathi hlangothi komvelisi kubathengi abaninzi.
Ukusabela kweemarike kunye nokufunda kwabahlalutyi
Ukuvuza kube nefuthe elikhawulezileyo kwixabiso lesitokhwe se-Intel, kunye nokonyuswa kokuqala okubonisa umdla kwintsebenziswano ebalulekileyo. Phakathi kweefemu zabahlalutyi, imvumelwano ihlala ilumkile: kwiifemu ezingama-45, I-3 incoma ukuthenga, i-37 ibambe, kwaye i-5 ithengise, kunye nexabiso eliphakathi ekujoliswe kulo jikelele IRandi ye23. Isilumkiso sihlala kunye nenyaniso ephawulekayo: isitokhwe siqokelele ukunyuka phantse 70% ukuza kuthi ga ngoku kulo nyaka.
Umyalezo ongaphantsi uphindwe kabini. Kwelinye icala, imakethi ibeka amaxabiso kwinto yokuba isivumelwano ne-TSMC sinokuphucula ukwenziwa kwiindawo ezibalulekileyo kunye nokunciphisa umngcipheko wokusebenza. Kwelinye icala, kuyaqondwa ukuba ukuntsonkotha kokudibanisa iindlela ezahlukeneyo kufuna ulawulo olucacileyo kunye nokhuseleko lobuchwepheshe ukuze unganciphisi iingenelo zokhuphiswano.
Kutheni i-Intel ikhangela amaqabane ngoku
Intel ihamba nge Uhlengahlengiso olunzulu ukuxhasa ishishini lakho kunye nokukhawulezisa inguqu yenkqubo yakho, njengabo Iitshiphusi zeLunar LakeInkampani iphakamise uhlengahlengiso lwabasebenzi ngenjongo yokuvala unyaka wonke 75.000 abasebenzi (malunga -25%) kwaye iphinde yaqwalasela utyalo-mali, kubandakanywa ukurhoxiswa komzi-mveliso omkhulu eJamani, ukubeka phambili iiprojekthi ezinembuyekezo ekhawulezileyo.
Ngokunxuseneyo, iqela livale izivumelwano zobuchule ezifana nesandula kufikelelwa kwi-NVIDIA: a Utyalo-mali lwe-5.000 yezigidi zeedola kunye nentsebenziswano ebandakanya ukudibanisa i-GPU enkulu eluhlaza kwi-Intel yabathengi bexesha elizayo, ukongeza kumsebenzi odibeneyo Umncedisi we-AIIndlela ye-TSMC ingena kule ngqiqo inye: Qinisekisa izakhono kunye nokukhawulezisa imephu yendlela ngaphandle kokulahlekelwa ingqwalasela kwiindleko kunye nexesha lokuthengisa..
Kwangelo xesha, iBloomberg yaxela unxibelelwano phakathi kwe-Intel kunye noTim Cook ukujonga utyalo-mali olunokwenzeka. Le ncoko inokuba a ephononongayo kwaye ehambelanayo kwindawo evulekileyo ngaphambili kunye ne-TSMC. Akukhange kubekho zibhengezo zisemthethweni, kodwa ukubanakho ukongeza amaqabane ezezimali okanye ezobuchwepheshe wongeza indawo yokuqhubela i-Intel kumjikelo apho imfuno yekhompyuter ye-AI ibeka uxinzelelo kubonelelo lwemveliso ephezulu.
Isivumelwano se-Intel-TSMC siya kuthetha ntoni kushishino
Ukuba iintetho ziphumelele, impembelelo iya kuvakala kulo lonke ikhonkco lobonelelo lwehlabathi. I-Intel kunye ne-TSMC zimbini kubavelisi abathathu abakhulu emhlabeni-kunye ne-Samsung-kwaye isivumelwano sinokuzisa ukomelela konikezelo olukhulu, ukulungelelaniswa kwe-node, kunye nokunikezelwa kwamandla okusebenzayo kwiimveliso zexabiso eliphezulu, ukusuka kwiiPC ukuya kumaziko edatha kunye nobukrelekrele bokwenziwa.
Kuya kubakho nemingeni. Iithayimthebhile kuya kufuneka zingqinelane, kuchazwe imida yobumfihlo, kunye no Ukungathathi hlangothi kwe-TSMC njengesiseko abasebenzisi abaninzi, ngelixa i-Intel ikhusela ipropathi yengqondo kunye nesicwangciso se-IDM 2.0. Ummiselo, ukhuphiswano, kunye ne-geopolitics iya kongeza iileya zophononongo kuyo nayiphi na isivumelwano esiguqula imeko yokwenziwa kwetshiphu.
Umdla kwisivumelwano phakathi kwe-Intel kunye ne-TSMC iqaqambisa umkhwa: iinkampani ezinkulu zetekhnoloji zifuna iifomula eziguquguqukayo zokukhusela umthamo kwiindawo eziphambili kunye nokukhawulezisa ukuhanjiswa kweemveliso eziphambili. Nokuba iyaphumelela okanye ayiphumelelanga, ukuphononongwa nje kolu manyano sele ikwenza kucace ukuba umtsi olandelayo ekusebenzeni kunye nempumelelo kwii-semiconductors kuya kufuna. Intsebenziswano ekhethiweyo, ukuziphatha kakuhle kwezemali kunye nokuphunyezwa ngokufanelekileyo.
Ndingumntu othanda itekhnoloji ojike umdla wakhe we "geek" waba ngumsebenzi. Ndichithe ngaphezulu kweminyaka eli-10 yobomi bam ndisebenzisa itekhnoloji yokusika kwaye ndikhenkceza ngazo zonke iintlobo zeenkqubo ngenxa yokufuna ukwazi okumsulwa. Ngoku ndiqeqeshelwe ubugcisa bekhompyutha nakwimidlalo yevidiyo. Oku kungenxa yokuba ngaphezu kweminyaka emi-5 ndibhalela iiwebhusayithi ezahlukeneyo kwitekhnoloji kunye nemidlalo yevidiyo, ndisenza amanqaku afuna ukukunika ulwazi oludingayo ngolwimi oluqondakalayo kuye wonke umntu.
Ukuba unayo nayiphi na imibuzo, ulwazi lwam lusuka kuyo yonke into enxulumene nenkqubo yokusebenza yeWindows kunye ne-Android yeefowuni eziphathwayo. Kwaye ukuzinikela kwam kukuwe, ndihlala ndikulungele ukuchitha imizuzu embalwa kwaye ndikuncede usombulule nayiphi na imibuzo onokuba nayo kweli lizwe le-intanethi.