※ [本文转录自 Stock 看板 #1V6Wpl9r ]
作者: switch (pura vita!) 看板: Stock
标题: [新闻] Intel 7nm delay,不排除使用第三方代工厂
时间: Fri Jul 24 06:19:23 2020
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 conference
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%。