NVIDIA invests in Intel s market changes, Acer Chen Jun goes to the United States to learn about it
The semiconductor tax policy planned by US President Donald Trump considers taxes on imported electronic products based on the quantity of chips. In addition, Commerce Minister Howard Lutnick proposed the "50-5" concept of chip manufacturing in the United States and Taiwan, and these issues have caused widespread discussions in Taiwan.
Acer Group Chairman and Executive Director Chen Jun-san attended the Long Teng Smile Awards ceremony on the 1st and said that the Trump administration's idea did not directly cause product price pressure on Acer at this stage. "'55-5 points' is a long-term idea and requires a process." He said that from Acer's perspective, in the process of reorganizing supply chains, Acer's supply chains to the United States have been roughly arranged, but there are variations in the middle, such as the US Terms 232 measures.
In addition to the 232 provisions, there is also a variable related to NVIDIA's recent investment in Intel, which may cause market changes.
"x86 currently has 2 suppliers (Intel, AMD), and multiple generations of products exist at the same time. Will it continue to maintain 2?" Chen Junsheng believes that this will be the focus.
NVIDIA is now the largest company in the entire semiconductor industry, with a huge impact. It not only has branded factories such as Taiwan Electric, Intel or Acer. I believe that the overall industry has its impact.
Once Intel's strategy changes, prepare in advance for product SKU, R&D investment, cost planning, etc., and also have inventory pressure, which is enough to make brand manufacturers such as Acer look forward to it. "This will be an important subject for our brand." Chen Junsheng said that he would arrange a trip to the United States before the end of the year to understand the specific changes.
PC industry shipments in the third quarter are for the fourth quarter sale. This seasonal performance should be fermenting. Chen Junsheng observed that the PC market in the second half of the year will be better than in the first half of the year. It is worth noting that the CPU supply in the second half of the year will be tight, including Intel and AMD supply, "not everything we want," said Chen Junsheng.
Extended reading: Why does NVIDIA join forces with Sudden Intel? Is it a threat to Taiwan power? A post to understand the Semi-Conductor Century Alliance NVIDIA has invested in Intel's TECHNOLOGY, AMD and Arm may be the first to be Based on three major reasons, the market is optimistic that NVIDIA will invest in Intel's move of US$5 billion. NVIDIA cooperates with Intel to emphasize the principle of addition without changing the original plan, and the cooperation with NTU will continue NVIDIA invests US$5 billion in Intel to strengthen chip development cooperation, Intel Chen Liwu expressed his gratitude
