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來源：HKEPC臉書、tom's Hardware
網址：
https://www.tomshardware.com/news/intel-to-operate-its-foundry-and-manufacturi
ng-like-a-separate-business
縮網址：https://bit.ly/3qZH8Yg

*更：
初步看了下英文原文
不像AMD跟GF那種完全拆出去
只是先將財務損益表獨立出來
感謝板友提醒

來源：intel新聞稿
網址：
https://www.intel.com/content/www/us/en/newsroom/news/intel-update-internal-fo
undry-model.html#gs.1cv128
縮網址：https://bit.ly/3qN8O2f

In its new operating model, Intel’s manufacturing groups will be accountable
to a standalone profit and loss (P&L) for the first time. Beginning in Q1
2024, the reportable P&Ls will include a new manufacturing group segment –
inclusive of manufacturing, technology development and Intel Foundry Services
(IFS) – along with the company’s product groups – Client Computing, Data
Center and AI, Network and Edge, and All Other.

所以現在製造(manufacturing group)跟產品(product groups)的財報是分開的

*註 以下HKEPC原文有翻譯錯誤 誤導之虞
HKEPC原文：

Company)，就像當年 AMD 與 GlobalFoundries 分手一樣，消息傳出後 Intel 股價重挫

6%。
公司分拆可望在 2025 年底前可完成，這一改變可望令 Intel 每年減少 80 億至 100 億
美元的成本，並且將利潤恢復到60%，營業利潤率將上升到40%。
David Zinsner 提及未來 Intel CPU 可以自由選擇外包給任何一家代工，例如 TSMC /
Samsung / GlobalFoundries，如果其他代工廠生產 Intel 晶片比 IFS 更有優勢，
Intel 會積極使用第三方代工不會有任何顧慮。
分拆晶圓代工成為獨立公司後，Intel 與 IFS 將會完全資訊隔絕，確保透過 IFS 代工的
機密資訊不會流給 Intel。
https://i.imgur.com/rAxUx42.png

CFO #正式宣布 分手
以後i皇可以正大光明找TSMC新歡了
是不是該買GG股票了

*2更
以下是intel新聞稿兩段的翻譯
抱歉一開始貼的媒體內容有誤導之虞
本人未再進一步查證就po上來
造成板友們困擾很抱歉
其中有一些有關intel公司運作與財務的專業術語
我自己非相關背景不是很熟悉 本人盡力翻譯 有誤請告知我修正

In its new operating model, Intel’s manufacturing groups will be accountable
to a standalone profit and loss (P&L) for the first time. Beginning in Q1
2024, the reportable P&Ls will include a new manufacturing group segment –
inclusive of manufacturing, technology development and Intel Foundry Services
(IFS) – along with the company’s product groups – Client Computing, Data
Center and AI, Network and Edge, and All Other.

有製造、技術發展與晶圓代工Intel Foundry Services；另外的團隊是產品團隊，包含客

戶計算、資料中心與AI、網路與尖端，以及剩下其他部分。

The internal foundry model offers significant inherent business value beyond
billions of dollars in cost savings. Intel will extend the use of
market-based pricing to its internal business units, offering them the same
certainty and stability as the company’s external customers. Intel will
maintain the intimacy and deep connection between its product groups and
technology development teams, preserving the competitive advantages it has
had as an IDM. The new model also provides a tailwind to IFS by effectively
creating the industry’s second-largest foundry (by volume from internal
customers), allowing external customers to build off Intel’s internal scale
and de-risking the process.



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※ 作者: E7lijah 2023-06-22 23:29:10
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