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惠譽警告稱美國英特爾持股或扭曲晶片產業
評級機構惠譽周一警告稱,華盛頓在英特爾(INTC.US)的持股份額標誌著向產業政策的更強推進,可能會擾亂全球晶片行業。
該機構表示,如果該項交易被法律維護,可能會扭曲美國的資本投資,包括英特爾和當前代工領頭羊台積電(TSM.US)的投資,並刺激無廠晶片製造商重複供應鏈的形成。惠譽指出,舉動會使得晶片製造商在資源配置上產生低效率的風險。
惠譽指出,美國的投資可能迫使英特爾在獲得外部客戶之前,加速耗資的項目,例如其俄亥俄州的工廠。該機構未預見到對主要公司的廣泛負面信用影響,但警告稱,圍繞英特爾重塑供應鏈可能對盈利能力造成壓力,並使全球晶片製造策略變得更為複雜。同時,惠譽警告,政府可能會對如Nvidia(NVDA.US)和AMD(AMD.US)等公司施加壓力,以從第二來源來滿足所尋求數量。
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