Re: [情報] INTEL CEO口不擇言,被台積取消40%代工折扣

看板PC_Shopping (個人電腦購買)作者 (找尋人與人的鍵結)時間3周前 (2024/10/31 08:43), 編輯推噓14(15136)
留言52則, 20人參與, 3周前最新討論串2/3 (看更多)
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 after they 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 renegotiate down 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? -- ※ 發信站: 批踢踢實業坊(ptt.cc), 來自: 1.169.213.237 (臺灣) ※ 文章網址: https://www.ptt.cc/bbs/PC_Shopping/M.1730335396.A.770.html

10/31 08:47, 3周前 , 1F
最後一題: 會 便宜治百病 不過I得先振作
10/31 08:47, 1F

10/31 08:48, 3周前 , 2F
不然製程輸價錢又壓不下 誰要給I單阿..
10/31 08:48, 2F

10/31 08:51, 3周前 , 3F
我看要G哥下台i家股價才會上去了
10/31 08:51, 3F

10/31 08:51, 3周前 , 4F
初看我也覺得滿怪的,公司對公司怎麼會
10/31 08:51, 4F

10/31 08:51, 3周前 , 5F
因為個人言論就任意調報價
10/31 08:51, 5F

10/31 08:53, 3周前 , 6F
問題是intel 搞代工 依然姿態高 配合
10/31 08:53, 6F

10/31 08:53, 3周前 , 7F
度差 速度慢 價格很難便宜。除非是抖
10/31 08:53, 7F

10/31 08:53, 3周前 , 8F
M體質的fabless 或者美國政府強壓 才
10/31 08:53, 8F

10/31 08:53, 3周前 , 9F
有可能
10/31 08:53, 9F

10/31 08:54, 3周前 , 10F
裡面有寫到 intel18A 2026前 渺茫
10/31 08:54, 10F

10/31 08:57, 3周前 , 11F
價格漂亮、出貨時間、基本良率等達標
10/31 08:57, 11F

10/31 08:58, 3周前 , 12F
台廠不會計較你嘴臭啦
10/31 08:58, 12F

10/31 08:58, 3周前 , 13F
但Intel能做到嗎?
10/31 08:58, 13F

10/31 08:59, 3周前 , 14F
已經簽的合約任意調報價當然不行,但是可
10/31 08:59, 14F

10/31 08:59, 3周前 , 15F
沒有保證未來的合約有超值的優惠力度,有
10/31 08:59, 15F

10/31 08:59, 3周前 , 16F
高優先級能搶產能,專屬的工程師團隊服務,
10/31 08:59, 16F

10/31 08:59, 3周前 , 17F
畢竟台積的優質大客戶這麼多個,Intel去後
10/31 08:59, 17F

10/31 08:59, 3周前 , 18F
面慢慢排隊就夠它受囉
10/31 08:59, 18F

10/31 09:03, 3周前 , 19F
怎麼會不能調報價?當你公司稼動率夠高可
10/31 09:03, 19F

10/31 09:04, 3周前 , 20F
以挑客戶 那些利潤低的訂單大可不接 只是
10/31 09:04, 20F

10/31 09:04, 3周前 , 21F
取消折扣比照其他客戶價格算客氣的
10/31 09:04, 21F

10/31 09:06, 3周前 , 22F
更何況雞心哥不只嘴臭 還一直更改訂單內
10/31 09:06, 22F

10/31 09:06, 3周前 , 23F
容 就問你一般廠商本來談好1KK的量有給折
10/31 09:06, 23F

10/31 09:07, 3周前 , 24F
扣 後來改成1K 價格還會跟1KK一樣嗎?
10/31 09:07, 24F

10/31 09:08, 3周前 , 25F
人家是講有簽的合約
10/31 09:08, 25F

10/31 09:22, 3周前 , 26F
他的言論其實就是川普跟MAGA支持者那套
10/31 09:22, 26F

10/31 09:22, 3周前 , 27F
認為台灣科技業搶了美國科技業生意
10/31 09:22, 27F

10/31 09:41, 3周前 , 28F
g叔再嘴秋啊 今天又要財報審判日了
10/31 09:41, 28F

10/31 10:17, 3周前 , 29F
他這樣嘴確實會讓台積電更努力XD
10/31 10:17, 29F

10/31 11:16, 3周前 , 30F
川普前幾天才又講台積電 偷走 美國的
10/31 11:16, 30F

10/31 11:16, 3周前 , 31F
訂單
10/31 11:16, 31F

10/31 11:40, 3周前 , 32F
台灣連支國的生意都作了XD區區G叔的批評
10/31 11:40, 32F

10/31 11:40, 3周前 , 33F
還沒放在眼裡吧 甚至可能有近半國民覺得
10/31 11:40, 33F

10/31 11:40, 3周前 , 34F
G叔說的很對 不下單給他們純粹就是爛而已
10/31 11:40, 34F

10/31 11:50, 3周前 , 35F
事後諸葛來看 G叔就是沒招了 才會炒地緣
10/31 11:50, 35F

10/31 11:50, 3周前 , 36F
政治風險 想煽動MAGA那掛政治勢力去壓台
10/31 11:50, 36F

10/31 11:50, 3周前 , 37F
積電
10/31 11:50, 37F

10/31 12:30, 3周前 , 38F
有簽合約就不能改?看目前結果GG取消折扣
10/31 12:30, 38F

10/31 12:30, 3周前 , 39F
還沒違約金 很明顯就是雞心哥事先違約方
10/31 12:30, 39F

10/31 12:31, 3周前 , 40F
最常見就是實際量不足 當然原約取消再議
10/31 12:31, 40F

10/31 12:33, 3周前 , 41F
議約嚇死人 下單笑死人很常見 就吹牛黨
10/31 12:33, 41F

10/31 12:49, 3周前 , 42F
商人嘛少賺的都稱作賠 夠便宜做一個賠
10/31 12:49, 42F

10/31 12:49, 3周前 , 43F
一個 美國製造廉價代工也不是不能分一
10/31 12:49, 43F

10/31 12:49, 3周前 , 44F
些單給你英特爾做做
10/31 12:49, 44F

10/31 12:57, 3周前 , 45F
少賺財報不達標股價下探當然是賠
10/31 12:57, 45F

10/31 16:55, 3周前 , 46F
先問問美國人願不願意24小時On call再來談
10/31 16:55, 46F

10/31 16:55, 3周前 , 47F
10/31 16:55, 47F

10/31 20:31, 3周前 , 48F
血汗Amazon就有24H on call的工作呀
10/31 20:31, 48F

10/31 20:44, 3周前 , 49F
美國印度仔嘴巴很願意阿
10/31 20:44, 49F

10/31 20:44, 3周前 , 50F
東西出不來是另外的事
10/31 20:44, 50F

10/31 21:52, 3周前 , 51F
87才會相信gg給intel那麼多折扣,當蘋果
10/31 21:52, 51F

10/31 21:52, 3周前 , 52F
爸爸是死人嗎
10/31 21:52, 52F
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