https://techreport.com/news/34078/report-intel-could-move-some-chipset-production-to-tsmc
intel开始将低阶穷人专用的粪U转给台积电生产，INTEL没有必要把芯片组这类低阶垃圾用高阶制程生产，这完全不符合生产比例
INTEL在这项行动以后将可以把高阶制程转向生产供不应求卖到缺货的高阶CPU
INTEL已经有在把SoFIA,FPGA跟通讯芯片转给GG生产
INTEL由于Acer HP等供应商持续扩大销路，加上又想把产能转到生产超高阶穷人一辈子买不起的cpu
所以已经影响到了一些下游的出货量
INTEL传出已经在14奈米节点上有产能困难的消息，他们拒绝回应愚人的问题
大家也不用高潮 台积电也被要求一定要用狂烙赛制程生产这批纯度高的芯片
所以不是你们想的那些7nm什么的
这次虽然不是Intel第一次把订单转给GG
但是是第一次INTEL将大本营业务转给台积电生产
大本营业务里面最烙赛最低阶的垃圾还是大本营的业务
INTEL会继续放眼高端制程为大众带来供不应求强大的产品
大家都在期待2019的下半年INTEL带来真正(非等效制程的10nm)
一家不偷不抢不骗的真10nm
让我们拭目以待
DigiTimes is reporting that Intel intends to outsource 14nm chipsets and
"several other" 300-series processors, meaning the Coffee Lake chips, to TSMC
to aid in production. The news comes as details of Intel's struggles with
14nm chip production surface from multiple sources. We are working to verify
the report and will update as necessary.
It seems counter-intuitive for Intel to outsource production of its Coffee
Lake processors, especially due to design complexity and trade secrets, so we
are skeptical. Outsourcing the H310 chipset, which has been plagued by poor
availability for months, seems more plausible.
These relatively simple chips would seemingly be easier to port over to TSMCs
foundries, albeit on a different node, especially (as DigiTimes notes) given
the company's partnership with Intel on other products, such as the SoFIA
SoC's and Stratix FPGAs. Currently the 14nm chipsets are clogging Intel's
14nm foundries, so easing that production load would free Intel up to produce
more 14nm Coffee Lake processors.
The signs of an impending shortage of Intel's 14nm chips became clear when
the company announced during its latest earnings call that "Our biggest
challenge in the second half [of 2018] will be meeting additional demand, and
we are working intently with our customers and our factories to be prepared
so we are not constraining our customers' growth."
But signs of Intel's 14nm struggles had emerged even before the company
publicly acknowledged the issues. Intel's 14nm H310 chipsets have been in
short supply, or simply unavailable, since May 2018. Several Taiwanese OEMs,
including Acer's CEO Jason Chen, stepped forward last week and said that
shortages are already impacting their supply chains.
We followed up last week with pricing and availability analysis and found
that many of Intel's non-K SKUs, meaning the cheaper models that generate
less margin, are experiencing a sharp rise in pricing. Intel's Core i7-8700K
is also popping in and out of stock at major retailers, suggesting that the
company is having a hard time meeting demand.
Over the weekend, SemiAccurate unveiled purportedly internal HPE documents
that highlight the severity of the shortage. The documents, which pertain to
Intel's data center Xeon processors, instruct the company's sales
representatives to 'steer demand' from unavailable models to other Xeon
products that are available, or to recommend AMD's EPYC processors.
We are following up with Intel and will update as necessary.