Intel shares jumped on the report that Google and Nvidia are testing it as a backup foundry, with Google already ordering more than three million TPUs for 2028. 英特尔股价因报道称谷歌和英伟达正在测试其作为备用代工厂而上涨，谷歌已为2028年订购超过300万个TPU。 The move is less about an Intel turnaround and more about TSMC's capacity crunch, since its leading-edge and advanced-packaging lines are fully booked in the AI boom. Intel's opening is EMIB packaging plus early 18A trials, which would make it a credible second source if SK Hynix's memory tests work out. 此举更多是由于台积电产能紧张（其先进制程和先进封装线在AI热潮中已被完全预订），而非英特尔翻身。英特尔的机遇在于EMIB封装加上早期18A试验，如果SK海力士的内存测试成功，它将成为一个可靠的第二供应商。 Do we see a big intel comeback? 我们会看到英特尔大回归吗？