界面新闻记者 | 李彪

界面新闻编辑 | 宋佳楠

dangdishijian10yue31rimeigupanhou，yingteerfabudisanjiducaibao，qidangjiyingshouwei133yimeiyuan，tongbiqunianxiajiang6%，jiaojinnianerjiduhuanbizengzhang4%。

ciwai，gongsigongbuleqi56nianlishishangzuidadedanjidukuisun，kuisunegaoda166yimeiyuan，quniantongqijinglirunwei3yimeiyuan，maolilvchuanglishixindidadao15%，quniantongqiwei42.5%。

chuxianjukui，zhuyaoyouyuyingteerzaidisanjiduquerenleyixiang159yimeiyuanjitijianzhifeiyong，yijiyixiang28yimeiyuandezhongzufeiyong。jianzhifeiyongbaokuoyingteer7namixinpianzhizaozichanjianzhihezhejiude31yimeiyuan、qixiazidongjiashigongsimobileyeshangyujianzhide29yimeiyuan，yijizhengfushuishouxiangmudezhunbeijin99yimeiyuan；29yimeiyuandezhongzufeiyongzeyongyuzhichigongsierjidutuichude“100yimeiyuanchengbenxuejianjihua”，qizhong5.28yimeiyuanweifeixianjinfeiyong，22yimeiyuanjiangyixianjinjiesuan。

zhongzufeijiashangzichanjianzhifeiyong，shideyingteermeigukuisunzengjiale3.89meiyuan（chengyizonggubenzongjiyuewei166yimeiyuan）。

yanxiazhengshijingliweijideyingteeryinghuishichangxinxindezhongyaoshike。

caibaofachuhoudeshichangfanyingyechubuyanzhenglezheiyidian。anzhaoyingteerjichudedisijiduyingshouzhanwang，yujiyingshoujiangdadao133yizhi143yimeiyuan，chaochulefenxishipingjunyugude136yimeiyuan。cixiaoxiyichu，gongsigujiazaipanhoujiaoyizhongzhangfuyidudadao15%，jiezhifagaoqianzhangchao7%。

jinniannianchu，zaixuanbufenchaiduliziyouxinpianzhizaoyewuhou，yingteerzaiyizhongjingzhengduishougaosuzengzhangshifanerxianrukuisunnitan。diyijidukuisun3.8yimeiyuan，erjiduyoukuile16.5yimeiyuan，daigongsifabuerjiducaibaobinggongbucaiyuanjihuashi，gujiayiyezhijiankuangxie20%，shizhiyecongnianchude2000duoyimeiyuansuoshuizhibuzu900yimeiyuan，diefuchaoguo50%。

weilezijiu，gongsifabuerjiducaibaohou，lijituichuleyixiang“100yimeiyuanchengbenxuejianzhongzujihua”，neirongnangkuoquanqiucaiyuan1.65wanren、zantingfenhongjixuejiangexiangchengbenzhichu，mubiaoyaozai2025nianshengxia100yimeiyuanyiniuzhuankuisun。

zaiciqijian，zheijiaxinpianjutouyezaoyulechengliyilaizuidadeyiciyulunweiji。duanduansangeyuenei，buduanyouguanyuyingteerjihuachushouyewu，shenzhi“maishen”chuanyanliuchu。

ciqianju《huaerjieribao》baodao，gaotongzhengkaolvquanzishougouyingteer，shuangfangjiuzheibijiaoyiyijingjinxinglezaoqijiechu。botong、armyexiangjibeipuchuzhengzaineibupinggushougouyingteerdekenengxing。suiranqianshugongsidouweiduishougouchuanyanzuozhengmianhuiying，danzuyilingshichangkaishidanxinyingteerdemingyun。

yingteerceopate·jixinge（pat gelsinger）zai10yuefabudeneibuxinzhongchengren，guoqujigeyue，waijieyijingjileileduigongsixiangdangduode“yaoyanyuchuaice”，yingteershixiazhengjinglideshi“sishiduonianlaizuizhongdadezhuanxing”，“zhongyaochengdukanbiqicongcunchuzhuanxiangjisuanjicpuweichuliqidezhuanxing”。

jinnianyilai，gongsisuotuidongdezuizhongyaoyewuzhuanxingshifenchaiduliqixiadexinpianzhizaoyewu。

zuoweimeiguolaopaibandaotijutou，yingteeryizhiweicaiyongxingyeshengxingde“wujingyuanchang”（fabless）moshi，jizhifuzexinpiansheji，jiangzhizaowaibaojitaijidiandengdaigongchang，ershicaiyongjiangshejiyuzhizaojiyuyishende“jichengshebeizhizaoshang”（idm）moshi。

jinniannianchu，yingteerjinyibutichu“idm2.0”zhanlve，jiangxinpianzhizaoyewufenchaichengdulideyewubumen，zifuyingkui。qizaixiangmeiguozhengquanjiaoyiweiyuanhui（sec）tijiaodeyifenwenjianzhongpilu，fuzexinpianzhizaoyewudexinbumen“yingteerdaigong”（intel foundry）duonianlaikuisunyanzhong，2022nian、2023nianfenbiekuisun52yimeiyuan、70yimeiyuan。

zuixingongbudecaibaoshujuxianshi，daigongyewudisanjiduyingshouwei43.5yimeiyuan，tongbixiahua8%，huanbizengzhang2%，kuisungaoda58.4yimeiyuan。anzhaogongsidangchudecesuan，2024nianjianghuishidaigongyewujingyingkuisunzuiyanzhongdeyinian，yaodao2030niancainengshixianyingkuipingheng。

chuledaigongyewuwai，xianjieduanyingteerzhenggegongsidouxuyaogengduoshijianhuifujingzhengli。

muqianyingteerjiangzijiayewuan“chanpin-daigong”yifenweier，chanpinbumenbaokuokehuduanjisuanshiyebu（ccg）、shujuzhongxinherengongzhinengshiyebu（dcai）yijiwangluoyubianyuanshiyebu（nex）。

disanjidu，yupcxiaofeichanpinxiangguandeccgyewubumenyingshouda77yimeiyuan，tongbixiahua7%。dangqianpcshichangyijiudimi，genjuidczuixinbaogaotongji，jinniandisanjidu，quanqiupcchuhuoliangtongbixiajiang2.4%，shichangxuyaogengzhangshijianfusu。

erzuoweishouaizhijieladongzuimingxiandeshujuzhongxinyewu，dcaibumenyingshou33yimeiyuan，shangzhang9%。danbiqiyingweida、amdqixiaxiangguanyewubumenjinnianyilaidongzhe1bei，shenzhi2beiyishangdezengzhang，mingxianyousuodiaodui。jixingeyezaicaibaodianhuahuishangtoulu，gongsiduibiaoyingweidatuichudegaudi aishujuzhongxinxinpian“shichangjieshoududiyugongsiyuqi”。

duixianjieduandeyingteerlaishuo，zhongxinyinghuishichangxinxinzhudingshihuanmanermanzhangdeguocheng。“disanjidushiyigelianghaodekaiduan。xianzaiwomenxuyaoqiangshijieshujinnian，wei2025niandaxiajichu。”jixingezaicaibaodianhuahuishangtandao，anzhaoguihua，gongsizaiyewudiaozhengwanchenghou，xiwangnenganmeinian3%-5%desuduzhonghuizengzhang。