Re: [新闻] Intel 7nm delay,不排除使用第三方代工厂

楼主: mozartbrian   2020-07-24 21:44:20
※ 引述《switch (pura vita!)》之铭言:
: 1.原文连结:
: https://on.mktw.net/2CZ9CIv
: 2.原文内容:
: 节录:
: Intel Corp. shares dove and rival Advanced Micro Devices Inc. shares gained
: in after-hours trading Thursday, when Intel reported its next generation of
: semiconductor technology will be delayed and that it may actually use a
: third-party to manufacture it as a contingency plan.
: “We have identified a defect mode in our 7-nanometer process that resulted
: in yield degradation,” said Bob Swan, Intel chief executive, on a conferenc
e
: call late Thursday. “We’ve root caused the issue and believe there are no
: fundamental roadblocks but we have also invested in contingency plans to
: hedge against further schedule uncertainty.”
: Those contingency plans could include using “somebody else’s foundry,”
: Swan said in the call. For example, AMD uses Taiwan Semiconductor
: Manufacturing Co. TSM, -1.69% to manufacture its 7-nm chips, and American
: depositary receipts for TSMC were up 4% after hours.
: 3.心得/评论:
: Intel 发现自家的 7nm 制程有一种缺陷模式会造成良率的损失,将延后六个月推出。
: 不排除使用外部的第三方晶圆代工作为应变计画,以避免产品发表时程再一次被拖延。
: 盘后 Intel 目前大跌 10%, AMD 大涨 8%, TSM (tsmc ADR) 涨 4.6%。
请教各位大大
这则新闻出来后美股夜盘台积大涨,而台股开盘台积才小涨几块,再看到现在美股开盘台
积直接喷10%
感到非常疑惑?究竟是台股反应太慢还是另有其它原因,想请问是否有人能帮忙解惑
谢谢

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