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陈立武:台积电是伙伴非竞争对手 不必陷入零和竞争

2026-10-28 01:10:12 网络 阅读(73)

英特尔 (虽正全力拓展晶圆代工领域,执行长陈立武却未将台积电视为非打不可的竞争对手。他在接受全球半导体联盟(GSA) 创办人Jodi Shelton主持的Podcast节目《A Bit Personal》中强调,英特尔依然是台积电的关键客户,双方将维持紧密的合作关系;面对 AI 浪潮引爆的巨大需求,他期望英特尔能同时建立起强大的代工实力,为广大客户提供可靠的服务。

陈立武:台积电是伙伴非竞争对手 不必陷入零和竞争

陈立武说,外界常把台积电视为英特尔最大的竞争者,但他已向台积电董事长魏哲家表明,自己将双方视为合作伙伴。他称英特尔目前仍名列台积电前十大客户,并赞扬台积电服务晶片设计公司的能力达到世界级水准,未来将维持合作关系。

在他看来,英特尔经营晶圆代工,与继续使用台积电产能并不矛盾。陈立武转述与魏哲家的交流指出,AI 需求快速增加,台积电也难以独自提供所有客户所需的产能,因此乐见英特尔晶圆代工取得成功,让双方共同服务市场。这是陈立武对交流内容的描述,访谈并未宣布两家公司达成新的代工合作协议。

陈立武对台积电的肯定也延伸至创办人张忠谋。

他透露,今年参加台北国际电脑展期间,曾特别与张忠谋共进午餐,当面表达敬意。

陈立武认为,台积电建立晶圆代工模式,让不设厂的晶片设计公司得以发展;若每家公司都必须自行兴建晶圆厂,产业很难形成今日的规模。

同样的合作思维,也反映在英特尔与辉达 (NVDA-US) 的关系上。

陈立武说,自己主动联系辉达执行长黄仁勋,尽管外界视双方为竞争对手,两家公司仍成为合作伙伴,辉达并投资英特尔 50 亿美元。英特尔与辉达已宣布共同开发资料中心及个人电脑产品。

至于超微 (AMD-US) 执行长苏姿丰,陈立武也称两人是多年好友。他表示,过去从事创投时,苏姿丰曾收购他投资的三家公司。

陈立武强调,自己同样希望英特尔在市场上取胜,但不认为半导体产业的每一段关系都必须是零和竞争;找到自己的市场位置、与其他企业合作满足客户需求,才是他的经营方向。

谈及带领企业转型的压力,陈立武坦言,在 Cadence 担任执行长初期,曾因担心决策影响员工而难以入眠。

一名业界前辈告诉他,执行长若能做对七成决策,已是相当好的表现。他也提到,接掌英特尔后一度每天开 22 场会议,如今调整为约 10 至 12 场,让工作节奏更得以长期维持。

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