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?