[新闻] Intel, AMD产能满载

楼主: kyle5241 (kyle)   2020-03-24 04:45:08
1.原文连结:
※过长无法点击者必须缩网址
https://tinyurl.com/yx684bze
2.原文内容:
Intel, AMD Say They're Operating Near Capacity Despite Coronavirus Disruptions
英特尔、超微说尽管有武汉病毒的干扰,它们的产能接近满载
Even as the sell-side debates the extent of the damage the COVID-19 pandemic
will inflict on chipmakers, Intel Corporation (INTC 涨 8.18%) and
Advanced Micro Devices, Inc. (AMD 5.12%) appear to be going strong in the
face of the adversity.
尽管卖方在争论武汉肺炎对于芯片制造商的损害,intel & AMD 在逆境中似乎会表现强势
AMD, Intel Say Supply To Keep Pace With Rising Demand
AMD和intel说产能足够跟上增加的需求
AMD and Intel have said they are geared to meet the increasing processing
power needs triggered by the pandemic.
AMD和intel已经说了他们会提高产量来面对因为大流行而产生的需求
With the onset of the COVID-19 in China late last year and its subsequent
global spread, many people have opted to or have been forced to stay indoors
and work or learn remotely to contain the virus.
因为武汉肺炎的爆发和大流行,许多人已经改为在家远端工作
This has put a huge strain on network infrastructure and in turn on servers
used in data center, according to Tom's Hardware.
这造成网络设备极大的负载压力,并且转价到数据中心的服务器上面
It goes without saying that demand for the chips that power these devices
could rise proportionately.
更不用说服务器芯片的需求会因为而直接上升
Intel, AMD Working Full Throttle
Intel和AMD努力油门全开
Intel has sought to allay concerns about a potential chip shortage,
especially those used in servers and networking equipment.
英特尔已经努力舒缓关于服务器芯片和网络设备芯片短缺的疑虑
"Intel factories around the world continue to operate on a relatively normal
basis," CEO Bob Swan said in a March 19 letter to customers and partners.
"英特尔世界各地的工厂仍然正常运作"
While noting there has been a historic deployment of remote work and digital
access to services across every domain, including medicine, education,
government and entertainment, Swan said Intel is providing tools and services
such as AI and high-performance computing, robots and technology solutions
for virtual learning for these evolving needs.
Swan acknowledged the commitment of the company's team to sustain its
manufacturing, assembly, test and supply chain operations.
Swan说现在公司的团队努力的维持制作、封装、测试和供应链的运作
"They are working hard to make sure you can continue to be successful while
sustaining a rate of on-time delivery currently greater than 90%," the CEO
said.
"他们非常的努力,货物仍然有90%的准点率"
AMD relayed a similar message.
AMD表达类似的讯息
AMD is working to maintain business continuity by mitigating the impact on
the company's global operations, and also taking steps to assure the safety
of its employees during the outbreak, CEO Lisa Su said in a letter to
customers last week.
Demand Tilting Toward Server Chips
需求向服务器芯片倾斜
Remote working and virtual learning needs have increased bandwidth for video,
while resources for collaborative services such as Slack and Zoom Video
Communications Inc (ZM 涨 22.22%)
require a higher level of computing, according to Tom's Hardware.
远端工作和学习的需求增加了影片频宽的消耗。
"That means there will likely be an increased need for critical
infrastructure, such as servers," the report said.
"这表示对于关键公共设施的需求会增加,比如说服务器"
Therefore, AMD and Intel may be forced to divert resources to manufacturing
server processors and away from client processors.
所以AMD和Intel会被迫分散资源去制造服务器芯片而不是客户芯片
At last check, AMD shares were rising 3.53% to $41.01 and Intel shares were
up 5.87% at $48.52.
3.心得/评论:
※必需填写满20字
高单价的服务器芯片需求爆增
Intel跌回一年前价位
现在还不买爆
虽然今天涨到$51就先卖了~
接下来准备长期持有AMD、Intel、ASML和TSMC了

Links booklink

Contact Us: admin [ a t ] ucptt.com