[新闻] INTEL新CEO表示主要产品将自行生产

楼主: a1379 (超☆鲁肥宅)   2021-01-22 07:09:14
1.原文连结:
https://reurl.cc/Q7972q SA
https://reurl.cc/YWOWmX yahoo
2.原文内容:
New Intel CEO says company will handle 'majority' of product production; TSMC
shares fall
Earlier this month, reports suggested that Intel (NASDAQ:INTC) held advanced
talks with foundry TSMC (NYSE:TSM) about outsourcing production.
On the Q4 earnings call, incoming Intel CEO Pat Geisinger says he believes "a
majority" of the company's 2023 products will still be handled internally,
though it's "likely" outside foundries will be used more than in the past.
The company also declined to provide FY21 guidance at this time. Intel says
the forecast will come no later than the Q1 earnings call.
Intel also plans to provide more details about its 2023 product plans after
Geisinger formally takes the reins on February 15.
TSMC shares are down 1.6% after Geisinger's comments.
Earlier, Intel reported Q4 beats and upside Q1 guidance.
3.心得/评论:
原文是英文而且太长了
简单来说就是牙膏厂认为2023的大部分产品都将在公司制造
(yahoo的新闻有说会外包"部分技术和产品")
主要产品大概是core i系列的主流CPU
外包的应该是芯片组、GPU、低阶CPU
之前发文说牙膏不会大规模外包
现在看来真的是媒体吹过头了
目前AMD涨
TSM跟INTC跌
今天开盘向?
作者: backpackertw (初行背包客)   2021-01-22 07:12:00
我ok,你先卖,2023,GG三奈米可能都进展了,还在那边7nm:)盘后跌破130再说:)
作者: fbiciamib123 (Lin)   2021-01-22 07:17:00
养套杀 长荣2.0
作者: backpackertw (初行背包客)   2021-01-22 07:20:00
别想650了,昨天640出来你也不敢捡AMD YES = TSM YES,今天怕的赶快丢,我捡
作者: hatephubbing (菜逼巴外来种)   2021-01-22 07:32:00
加油
作者: coolbird1985 (Jhong)   2021-01-22 07:37:00
利空出尽 喷
作者: luckysmallsu (B.J.T)   2021-01-22 07:38:00
这礼拜追高GG的要GG了....
作者: cary4A240022 (关公面前耍大屌)   2021-01-22 07:43:00
ALL IN AMD了啊
作者: airforce1101 (我不宅)   2021-01-22 07:48:00
NV用了三星都回来排TSMC高通也是看牙膏继续被AMD吃掉市占
作者: apolloapollo (apollo)   2021-01-22 07:52:00
喷爆
作者: chewthelife8 (咀嚼生活)   2021-01-22 07:54:00
还好君又在还好了 可怜哪
作者: powerworld21 (世界)   2021-01-22 08:04:00
台湾3奈米GG屌打Intel大棒 嘻嘻
作者: summerleaves (内湖全联先生)   2021-01-22 08:04:00
gg跌 都跌 快跌我才好加码
作者: BlueBird5566 (生日56)   2021-01-22 08:05:00
Intel外包G G,这个新闻又不是最近才有
作者: yannicklatte (Brandy)   2021-01-22 08:07:00
好消息大喷,坏消息爆喷
作者: katanakiller (管他去死)   2021-01-22 08:16:00
顶多载客而已 还没上车的要把握阿
作者: zxcvbnm00316 (空白键上面那一列)   2021-01-22 08:16:00
AMD YES!!!
作者: exceedMyself (一整个无力)   2021-01-22 08:18:00
越跌越买 买到认错
作者: ontopofworld (samuraiyakiu)   2021-01-22 08:18:00
营运策略可能有面子也有里子问题不能讲太明显, 但大部分投资人会错意, 刚好都作错方向
作者: innocence269   2021-01-22 08:19:00
AMD会开始起飞了吗
作者: BlueBird5566 (生日56)   2021-01-22 08:31:00
涨2.62%,跌1.79%好像很多
作者: floatbear227 (what love is)   2021-01-22 08:47:00
前几天就说如果英特尔法说不如预期台积会跌还有人说早反映...笑死~
作者: MayorKoWenJe (台北市长柯文哲)   2021-01-22 10:40:00
679T套一辈子囉哈哈哈哈
作者: jerry0715no1 (jerry0715no14)   2021-01-22 11:40:00
台积产线满了啦
作者: kkevinhess1t   2021-01-22 12:53:00
ALL IN AMD

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