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?