※ [本文转录自 Stock 看板 #1UBszzJs ]
作者: kyle5241 (Kyle Korver) 看板: Stock
标题: [新闻] Intel想在格罗方德下单
时间: Tue Jan 28 07:17:14 2020
1.原文连结：
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https://tinyurl.com/uc2lf6o
2.原文内容：
Rumor: Intel Moving Select CPUs To GlobalFoundries
谣言：英特尔将部分CPU转移到GlobalFoundries来制造
Rumor: Intel will be offloading select CPUs to GloFo in 2020
That Intel underestimated demand for its 14nm process is an understatement.
Having just knocked off a record quarter the company is already trying to
increase fab capacity by 25% but even that might not be enough to survive the
onslaught of expected growth of the PC industry in 2020. Since Intel's GPUs
are also supposed to enter the fray in terms of production this year, things
are going to be very tight and the company needs to manage its production
lines very carefully in order to have a chance of meeting demand and not
bleeding more market/mind share to AMD. This is where this particular rumor
comes in.
英特尔低估了其14纳米工艺的需求，这是一种轻描淡写的说法。刚刚结束创纪录的季度
后，该公司已经在尝试将晶圆厂产能提高25％，但这甚至不足以承受2020年PC行业预期
增长的冲击。由于英特尔的GPU也将在今年的产线中竞争，因此情况将非常紧张，该公司
需要非常谨慎地管理其生产线，以便有机会满足需求并且不会把市占率失血给AMD.
这就是这个谣言的来源。
Since GloFo is stuck at the 14nm/16nm process for now this would make sense
as Intel would be freeing up critical fab space for its higher end processors
while moving these parts where the market is fairly stagnant to GloFo.
Another reason why this rumor makes sense is that the transition to GloFo is
in line with their vision (as opposed to TSMC) considering the former is
located inside the United States and the status quo socio-political scenario
right now wouldn't look too kindly at outsourcing capability to TSMC.
由于GloFo暂时停留在14nm / 16nm工艺上，因此这是有道理的，因为英特尔将为其高端处
理器释放关键的制造厂空间，同时将这些部件转移到市场对GloFo相当停滞的地方。 谣言
之所以有意义的另一个原因是，考虑到前者位于美国境内，并且目前的社会政治情况看起
来不太友好，因此向GloFo过渡符合他们的愿景（与台积电相反） 台积电的外包能力。
According to our source, here are the lineups Intel is considering moving to
GloFo:
根据消息来源，以下是Intel可能考虑转移的产线。
Celerons (very likely)
Pentiums (very likely)
Core i3s (maybe)
There have also been rumors that Intel is considering tapping TSMC for its
next-generation graphics cards (certainly not the DG1) which would free up a
ton of space at the cost of relying on an outside foundry for production.
While I do not believe it is in Intel's best interests, this strategy also
paves the way for a future spin off of the manufacturing group and allowing
the company to become independent as a design house (that said, AMD's Wafer
Supply Agreement is essentially a dead weight and while the company has
managed to creatively work around it, the same might not be true for a
post-spun-off Intel).
也有传言称，英特尔正在考虑将台积电用于其下一代图形卡（当然不是DG1），这将释放
大量空间，但要依赖外部代工厂进行生产。 尽管我认为这不符合英特尔的最大利益，但
这种策略也为将来分拆制造部门并允许该公司作为设计公司独立而铺平了道路（也就是说
，AMD的晶圆供应协议本质上是死沉沉了，尽管该公司已设法创造性地解决了这一问题
，但对于分拆后的英特尔而言可能并非如此。
The choice to offload Celerons and Pentiums makes the most sense because
these are processors which don't really need the cutting edge lithography or
node maturity that is available in Intel's 14nm+++. GlobalFoundries nodes
would suffice just as much in these lower tier platforms and I think it makes
definitive business sense to get rid of these. The Core i3 part on the other
hand I am not so sure off because that is a mainstream desktop part and one
that is closely tied to the Intel brand name and since GloFo's process is
going to be different to Intel's (unless the company shares its trade secret
'CopyExactly") it could potentially damage the company's goodwill.
卸载赛扬和奔腾处理器的选择是最有意义的，因为这些处理器实际上并不需要英特尔
14nm +++中提供的最先进的光刻技术或节点成熟度。 在这些较低层的平台中，
GlobalFoundries节点就足够了，我认为摆脱这些节点具有一定的商业意义。 另一方面，
我不太确定Core i3部件是因为它是台式机的主流部件，并且与Intel品牌名称紧密相关，
并且因为GloFo的流程将与Intel的流程有所不同（除非该公司共享其贸易） 机密“
CopyExactly”），可能会损害公司的商誉。
All that said, if this turns out to be true, Intel should be able to add a
few percentage points of capacity on top of the 25% this quarter and if the
ramp to 10nm goes successfully would be finally out of murky waters by early
2021. That this is going to be a make or break time for the company would
also be an understatement. If 10nm fails, then the company is looking at
loosing a lot more market-share to AMD and once the 14nm node becomes old
enough, demand would quickly fall as well.
话虽如此，如果事实证明这是真的，那么英特尔应该能够在本季度的25％之上增加几个百
分点的容量，如果成功实现10nm的升级，那么到2021年初最终将摆脱困境 对于公司而言
，这将是一个成败的时机，这也是一种轻描淡写的说法。 如果10nm失效，那么该公司正
在考虑失去更多的市场份额给AMD，而一旦14nm节点变得足够老，需求也会迅速下降。
3.心得/评论：
※必需填写满20字
没想到风水轮流转
竟然变成Intel可能需要Globalfountries
在intel产能的不足的情况下
释出一些单也比较有弹性一点啦～
反正低阶的cpu它摆明也不想要生产了