Compare a person when situation of the real situation strong, also join even Intel actually " project of achievement in one's post " cavalcade, announce to build new plant with 7 billion dollar, force holds out the production circumfluence of plain general. Can stage accumulating report be the next is answered " is the United States made " ? Go nearlier and nearlier with Intel when the apple, this possibility is taller and taller also.
On Feburary 8, intel CEO the division is again strange (Brian Krzanich) to the White House and American president Chuanpuhui face (see figure above) , announce subsequently, more than 7 billion dollar will invest to build a plant in American Arizona city, the quantity after predicting 3 years produces chip of 7 accept rice, increase chance of job of 3000 high pay newly, create opportunity of on 10 thousand long-term jobs secondhand in Arizona city. Actually, be in early 2012, the American president Aobama at that time ever visited this build medium " 42 factories " , praise Intel is " production circumfluence " example, but this project that build a plant steps on brake after two years however, up-to-date ability begin all over again.
Last year in year, intel announces 12 thousand to the whole world cuts down the member of persons employed greatly, this message is resounding temporarily, a lot of people return remain fresh in one's memory. Why can you still be the United States now person of enlarge factory, action? The division is again strange the letter that writes stuff does understanding to answer: " a lot of people are asking, why be now? " he is being written, because " the duty that we see a government and of superintendency policy drive way (be helpful for the United States making) . " he did political flavour to declare dye-in-the-woodly: " 42 factories can ensure the position of leader of American semiconductor whole world. "
The Intel in American Arizona city 42 factories, be gifted to want to ensure of position of leader of American semiconductor whole world heavy duty big. (the world data)
This word, the report that office of adviser of science and technology of the White House of dye-in-the-wood echo United States submitted a president in January -- " ensure American semiconductor leads an advantage for a long time " . The Yi of Yi of starlight of compose panel member that this 32 pages report, ou Dening of the CEO before including Intel (Paul Otellini) , connect a board of directors high to carry out chairman Yagebu (Paul Jacobs) , Shi Binlin of the president before using data is special (Michael Splinter) etc.
This report basically is aimed at the menace that China gives aid to semiconductor industry is caused energetically, because answer,government of hope United States is adopted measure. This part and Taiwan semiconductor industry profit is consistent. However, client half comes from the United States, in the United States only the stage of small plant of a 8 accumulates report, because this is swept by typhonic end,arrive possibly however. Because of one of this report proposals, " the commercial environment that improves American semiconductor manufacturing industry. " halfway analyst thinks the likelihood creates pressure, let the American big client such as the apple ask the stage accumulates report to set a plant to the United States, perhaps turn sheet gives Intel.
The stage before a month accumulates electric law to say, charlie Chan of negotiable securities analyst ever asked Magenshidanli Zhang Zhongmou at that time, is trade report opposite semiconductor of this the White House an influence that accumulate? At that time, zhang Zhongmou first 39 batches of a thousand pieces of gold reply, this report is to report Aobama's president, " the argument of this report can be held the post of newly the president rates policy, sealed still, " he sends relaxed ground to say.
Look now, the stage accumulated report to must be taken seriously. Want Made In USA namely, plain general group supports suppress China semiconductor. Be about to the Ross of minister of replace business affairs (Wilbur Ross) , not long ago is in assume office hearing, the answer says when senatorial inquiry, " he very special care, " the semiconductor industry that China develops quickly. He expresses, he has discussed Chinese semiconductor topic for discussion with the official of government of abstruse Ba Ma.
The next day " financial times " caption is writing: " the appeal of semiconductor of China of suppress of support of plain general group " . And, not merely the protectionism tendency of plain general government, the likelihood accumulates report to bring pressure to the stage. Intel and apple are the closest " heal close " the tendency, make more industry worries for stage accumulating report, the processor acting work of IPhone is only, can is the lute held in the arms?
The apple follows to connect fall out with sb high, drawing close to Intel basically is IPhone 7 after appearing on the market by last year, each research organization tears open solution discovery, the 4G Modem that IPhone 7 used two version actually (data chip) -- original connect high, and new affiliation Intel (buy oneself Ying Feiling) . And, the data chip function because of Intel (upload to be able to be differred with download data rate 50% ) apparent abdicate Yugaotong, many course of study person show the apple will know data chip rate high painstakingly continuously shift is slow, let an user experience the function difference that is less than two version.
Why the apple would rather sacrifice halfway product function, also want to use Intel data chip. It why the apple wants is so good to Intel why the apple wants? So bad to be being connected high? This year in January, the message exposure that the apple connects high in American court charge, all circles just suddenly be enlightened, original apple follows to connect fall out with sb high. Malic charge connects abusive monopoly position high to exceed receive patent accredit gold, return at the same time with 1 billion dollar pass on gold to want coerce apple to manage to connect forestall case high to make false card in Korea fairness joint hearing, after refusing by the apple, connect high sequestered still this charge in requital for.
High general rule is responded to, malic accusation " be without factual basis " . However, this dramatic dye-in-the-wood, and the accusation that comes from the biggest client, already let connect share price high to drop greatly between January 18% . Zhang Zhongmou " do not eliminate " build new plant to the United States reasonable anticipate, the put on sale end this year, IPhone 8 that predicts to will change a money greatly, use the scale of Intel data chip, " meet only much won't little, " an analyst points out.
report of this pair of stage accumulating, it is short much vast sky. Because of the data chip of Intel, before continuance the acting tradition when Ying Feiling, accumulate electric acting industry by the stage all the time. And connect chip high to already turned sheet is made to SamSung.
Although there will be a lot of drawback in beautiful production, when the possibility that Zhangzhong seeks the stage that be asked about to accumulate report to build new plant to the United States, still speak first " do not eliminate! "
" empty " is half, when apple and Intel this double to silicon cereal hero goes nearlier and nearlier, malic future gives processor the possibility that Intel generation is versed in is taller and taller also.
Analyst land goes before ever estimation, the brilliant circle of Intel produces cost is stage accumulating report about double, because fine is led,basically be poorer, produce can the reason with poorer utilization rate.
However analysis of analyst of a beautiful department, although Intel is acting labor cost standard is high, but, shout in plain general " the United States is made " below impetus, " the apple gains a point less correctly for politics, intel sacrifice nods profit, (turn odd) not be impossible. "
Pardonable way of stage accumulating report says recently, when Zhangzhong seeks the stage that be asked about to accumulate report to build the possibility of new plant to the United States, although still a lot of defect that urge produces to the United States, but still speak first " do not eliminate! " , tone already relatively soft in the past a lot of.
R
Eading
