Elon Musk could pose a much greater threat to TSMC (NYSE:TSM) if Intel Corp. (NASDAQ:INTC) helps run his Terafab semiconductor factory, rather than Musk attempting to manufacture advanced chips himself, according to a chip analyst.
據一位晶片分析師稱,如果英特爾公司(納斯達克:INTC)協助運營埃隆·馬斯克的Terafab半導體工廠,而非由馬斯克親自嘗試製造先進晶片,那麼埃隆·馬斯克對台積電(紐約證券交易所:TSM)將構成更大的威脅。
"If I'm TSMC... I'm not worried about having to fight Elon. I am worried about having to fight off Intel plus Elon, because I'm already worried about Intel," Jay Goldberg, senior semiconductor analyst at Seaport Research Partners and co-host of The Circuit, told Benzinga in an exclusive interview.
「如果我是台積電……我並不擔心要與埃隆·馬斯克較量,我擔心的是既要應對英特爾,又要應對埃隆·馬斯克,因為我本來就對英特爾憂心忡忡,」海港研究夥伴公司的資深半導體分析師、《The Circuit》節目聯合主持人傑伊·戈德伯格在接受Benzinga獨家採訪時說道。(Benzinga)

