楼主:
moss18 (randy)
2018-09-10 23:11:531.原文连结:
https://www.digitimes.com/news/a20180910PD210.html
2.原文内容:
Intel is encountering tight 14nm process production capacity in-house, and is
looking to outsource part of its 14nm chip production to Taiwan Semiconductor
Manufacturing Company (TSMC), according to industry sources.
Intel intends to give priority to its high-margin products mainly server-use p
rocessors and chipsets amid its tight 14nm process capacity, and therefore pla
ns to outsource the production of its entry-level H310 and several other 300 s
eries desktop processors to TSMC, the sources indicated.
Intel has seen its overall 14nm chip supply fall short of demand by as much as
50%, the sources said. Outsourcing has become the only and appropriate choice
for Intel since the company is unlikely to build additional 14nm process capa
city, the sources noted.
TSMC is already a contract manufacturer of Intel for SoFIA-series handset SoC
chips and FPGA products, and makes Intel's baseband chips for use in the iPhon
e, the sources said.
Motherboard makers expect the tight supply of Intel's 14nm chipsets to ease by
the end of 2018.
Market observers believe that Intel's tight capacity for 14nm stems from its d
elay in advancing to 10nm. Intel originally planned to enter mass production o
f its 10nm Cannon Lake processors in 2016, but has been pushing back the sched
ule.
Intel's latest update is that its 10nm chips will not be ready for commercial
production until the fourth quarter of 2019.
Intel had been adopting the so-called "Tick-Tock" model under which every micr
oarchitecture change is followed with a die shrink of the process technology,
but the "Tick-Tock" production cycle started slowing down in 2014. Intel's 14n
m manufacturing node has become the "longest-lived" process technology in the
chip giant's history, the observers noted.
Intel has declined to comment on the reported move to outsource 14nm chips to
TSMC.
3.心得/评论:
INTEL受限于产能及10nm制程进展不顺
决定将现有14nm产能保留给高毛利的server产品
14nm消费级cpu 将委由台积电代工
不过intel拒绝评论
intel amd都找tsmc了 还不all in 上看400
作者:
tsgd 2018-09-10 23:12:00外星人不再眷顾INTEL了吗
作者:
watashiD (watashiD)
2018-09-10 23:12:00不买的是傻子,先来一张
作者:
Auoer (No Pain No Gain)
2018-09-10 23:12:00做多台G,困霸数钱
作者:
HEROR (偶然与巧合)
2018-09-10 23:13:00GG 要一统宇宙直接喷发了
作者:
m4vu0 (m4vu0)
2018-09-10 23:14:00散户只喜欢买三流公司啦 对2330没兴趣
作者:
watashiD (watashiD)
2018-09-10 23:14:00明天开盘跳空看试搓刺激
作者:
ast2 (doolittle)
2018-09-10 23:14:00Adr还跌阿今天美股涨他还跌
作者: ef863756 2018-09-10 23:16:00
完蛋了 利多见报
作者: little4960 (little4960) 2018-09-10 23:16:00
resource要集中,准备反攻GG
作者:
TAKEZOU (真难人~)
2018-09-10 23:16:00这样GG会不会摸到反托斯拉要缴天价罚款?
作者:
a875979 (@@)
2018-09-10 23:17:00intel排队要排多久 想也知道不可能
作者:
watashiD (watashiD)
2018-09-10 23:17:00哇靠...越位陷阱?
作者:
Tapqou (三三三)
2018-09-10 23:17:0014nm找联电不就好了还比较便宜
作者:
watashiD (watashiD)
2018-09-10 23:18:00骗GG长传打门
作者:
MacD89 (MacD89)
2018-09-10 23:18:00没靠不正当手段就不会摸到反托拉斯啊...
作者: heavensun 2018-09-10 23:19:00
双赢
作者:
MacD89 (MacD89)
2018-09-10 23:21:00atom就是gg代的
作者: nildog (nildog) 2018-09-10 23:21:00
看订单多少,能持续多久...
作者:
gdchess (飘弈)
2018-09-10 23:21:00要两万点了
作者:
m4vu0 (m4vu0)
2018-09-10 23:22:00联电14奈米 ? 不懂事就安静 开始胡说八道了
作者:
deeder1 (deeder)
2018-09-10 23:24:00喷发
作者:
decorum (Festina Lente)
2018-09-10 23:26:00gg只占持股3成 恸
作者:
decorum (Festina Lente)
2018-09-10 23:27:00intel以前找过台积电代工 但是芯片组
作者:
LimYoHwan (gosu mage)
2018-09-10 23:28:00完了 要先扫INTEL做的CPU了 台积电最近品质超差
作者:
meaa3 2018-09-10 23:30:00联电有建是有建,但不等于有良率啊?真这么好做,比gg有钱的公司多的是
作者:
b325019 (望月)
2018-09-10 23:31:00给联电不如给GF
作者:
aadsl (aaids)
2018-09-10 23:35:00明天跳空
在台湾不是台积 下来就是联电 良率或许不比台积 但价钱一定台积便宜不过联电跟中国走那么近 要拿单应该也不可能
作者:
anomy (anomy)
2018-09-10 23:41:00多头开始反攻了
作者:
watashiD (watashiD)
2018-09-10 23:41:00真的...跟中国走的近先看空就对了
作者:
gdchess (飘弈)
2018-09-10 23:42:00要崩盘了
作者:
decorum (Festina Lente)
2018-09-10 23:44:00联电技术是问题 且做过x86 CPU 和intel有过节 会信任吗
作者: Cliffx 2018-09-10 23:45:00
怎么可能找联电 偷人技术还反过来告美光intel不会找这种咖
作者: tctv2002 2018-09-10 23:47:00
联电 跟 三星 都不可能给好吗 三星会抄袭 而联电内部搞不好会把技术 给中国也不一定联电高层满满的中国梦 早就不是台湾公司了
作者:
jyhsheng (wasid)
2018-09-10 23:53:00是CHIPSET 不是CPU好吗
作者:
anaydh (闲闲无聊..)
2018-09-11 00:04:00还在看新闻作台股喔?
作者: f33783378 (小灰狼) 2018-09-11 00:06:00
如果还不涨 台股就再见吧
以前就常常找t代工低阶CPU, atim也代工过,稀松平常
作者:
Sylph (仙客来)
2018-09-11 00:18:00利多出尽!
作者:
NSKB (*^^*)
2018-09-11 00:21:00你会查ADR吗?不会哥教你
作者:
watashiD (watashiD)
2018-09-11 00:24:00哇靠...我还以为ADR是一家公司,我刚刚查了
作者: ACDC69 (消失的淡香) 2018-09-11 00:38:00
台湾没电就好笑了 政府真的是猪队友啊
作者:
Lowpapa (崩到你叫妈妈)
2018-09-11 00:42:00大喷
作者: kevabc1 (abc1) 2018-09-11 00:55:00
嗯 奇怪 我怎么记得以前在查联电时营收科目有看到一大笔intel的数字??? 呵呵
作者:
paimin (playl)
2018-09-11 01:11:00adr还跌
作者:
a9564208 (YOU OUT!!)
2018-09-11 01:40:00出货文
作者: wanderincs (似乎该死心了) 2018-09-11 02:08:00
联电14奈米良率......?
作者:
changmary (changmary)
2018-09-11 05:41:00没有CPU吧,只有主机板的芯片,这个很多晶圆厂都有在做
作者:
mecca (咩卡)
2018-09-11 06:48:00产能不足(X) 做不出来QQ(O)
作者:
lovecut (值得忧郁的季节)
2018-09-11 07:27:00intel废到哭
作者:
Expend (DEITY)
2018-09-11 10:55:00我再说一次, 287
作者:
albertab (albertyang)
2018-09-11 11:23:00倒货文... 不意外
作者:
boringuy (不看不听不想)
2018-09-12 12:35:00明明就是芯片组,新闻一直洗说CPU骗不懂的