作者:
moss18 (randy)
2018-09-10 23:11:531.原文連結:
https://www.digitimes.com/news/a20180910PD210.html
2.原文內容:
Intel is encountering tight 14nm process production capacity in-house, and is
looking to outsource part of its 14nm chip production to Taiwan Semiconductor
Manufacturing Company (TSMC), according to industry sources.
Intel intends to give priority to its high-margin products mainly server-use p
rocessors and chipsets amid its tight 14nm process capacity, and therefore pla
ns to outsource the production of its entry-level H310 and several other 300 s
eries desktop processors to TSMC, the sources indicated.
Intel has seen its overall 14nm chip supply fall short of demand by as much as
50%, the sources said. Outsourcing has become the only and appropriate choice
for Intel since the company is unlikely to build additional 14nm process capa
city, the sources noted.
TSMC is already a contract manufacturer of Intel for SoFIA-series handset SoC
chips and FPGA products, and makes Intel's baseband chips for use in the iPhon
e, the sources said.
Motherboard makers expect the tight supply of Intel's 14nm chipsets to ease by
the end of 2018.
Market observers believe that Intel's tight capacity for 14nm stems from its d
elay in advancing to 10nm. Intel originally planned to enter mass production o
f its 10nm Cannon Lake processors in 2016, but has been pushing back the sched
ule.
Intel's latest update is that its 10nm chips will not be ready for commercial
production until the fourth quarter of 2019.
Intel had been adopting the so-called "Tick-Tock" model under which every micr
oarchitecture change is followed with a die shrink of the process technology,
but the "Tick-Tock" production cycle started slowing down in 2014. Intel's 14n
m manufacturing node has become the "longest-lived" process technology in the
chip giant's history, the observers noted.
Intel has declined to comment on the reported move to outsource 14nm chips to
TSMC.
3.心得/評論:
INTEL受限於產能及10nm製程進展不順
決定將現有14nm產能保留給高毛利的server產品
14nm消費級cpu 將委由台積電代工
不過intel拒絕評論
intel amd都找tsmc了 還不all in 上看400
作者:
tsgd 2018-09-10 23:12:00外星人不再眷顧INTEL了嗎
作者:
watashiD (watashiD)
2018-09-10 23:12:00不買的是傻子,先來一張
作者:
Auoer (No Pain No Gain)
2018-09-10 23:12:00做多台G,睏霸數錢
作者:
HEROR (偶然與巧合)
2018-09-10 23:13:00GG 要一統宇宙直接噴發了
作者:
m4vu0 (m4vu0)
2018-09-10 23:14:00散戶只喜歡買三流公司啦 對2330沒興趣
作者:
watashiD (watashiD)
2018-09-10 23:14:00明天開盤跳空看試搓刺激
作者:
ast2 (doolittle)
2018-09-10 23:14:00Adr還跌阿今天美股漲他還跌
作者: ef863756 2018-09-10 23:16:00
完蛋了 利多見報
作者: little4960 (little4960) 2018-09-10 23:16:00
resource要集中,準備反攻GG
作者:
TAKEZOU (真難人~)
2018-09-10 23:16:00這樣GG會不會摸到反托斯拉要繳天價罰款?
作者:
a875979 (@@)
2018-09-10 23:17:00intel排隊要排多久 想也知道不可能
作者:
watashiD (watashiD)
2018-09-10 23:17:00哇靠...越位陷阱?
作者:
Tapqou (三三三)
2018-09-10 23:17:0014nm找聯電不就好了還比較便宜
作者:
watashiD (watashiD)
2018-09-10 23:18:00騙GG長傳射門
作者:
MacD89 (MacD89)
2018-09-10 23:18:00沒靠不正當手段就不會摸到反托拉斯啊...
作者: heavensun 2018-09-10 23:19:00
雙贏
作者:
MacD89 (MacD89)
2018-09-10 23:21:00atom就是gg代的
作者: nildog (nildog) 2018-09-10 23:21:00
看訂單多少,能持續多久...
作者:
gdchess (飄弈)
2018-09-10 23:21:00要兩萬點了
作者:
m4vu0 (m4vu0)
2018-09-10 23:22:00聯電14奈米 ? 不懂事就安靜 開始胡說八道了
作者:
deeder1 (deeder)
2018-09-10 23:24:00噴發
作者:
decorum (Festina Lente)
2018-09-10 23:26:00gg只佔持股3成 慟
作者:
decorum (Festina Lente)
2018-09-10 23:27:00intel以前找過台積電代工 但是晶片組
作者:
LimYoHwan (gosu mage)
2018-09-10 23:28:00完了 要先掃INTEL做的CPU了 台積電最近品質超差
作者:
meaa3 2018-09-10 23:30:00聯電有建是有建,但不等於有良率啊?真這麼好做,比gg有錢的公司多的是
作者:
b325019 (望月)
2018-09-10 23:31:00給聯電不如給GF
作者:
aadsl (aaids)
2018-09-10 23:35:00明天跳空
在臺灣不是台積 下來就是聯電 良率或許不比臺積 但價錢一定臺積便宜不過聯電跟中國走那麼近 要拿單應該也不可能
作者:
anomy (anomy)
2018-09-10 23:41:00多頭開始反攻了
作者:
watashiD (watashiD)
2018-09-10 23:41:00真的...跟中國走的近先看空就對了
作者:
gdchess (飄弈)
2018-09-10 23:42:00要崩盤了
作者:
decorum (Festina Lente)
2018-09-10 23:44:00聯電技術是問題 且做過x86 CPU 和intel有過節 會信任嗎
作者: Cliffx 2018-09-10 23:45:00
怎麼可能找聯電 偷人技術還反過來告美光intel不會找這種咖
作者: tctv2002 2018-09-10 23:47:00
聯電 跟 三星 都不可能給好嗎 三星會抄襲 而聯電內部搞不好會把技術 給中國也不一定聯電高層滿滿的中國夢 早就不是台灣公司了
作者:
jyhsheng (wasid)
2018-09-10 23:53:00是CHIPSET 不是CPU好嗎
作者:
anaydh (閒閒無聊..)
2018-09-11 00:04:00還在看新聞作台股喔?
作者: f33783378 (小灰狼) 2018-09-11 00:06:00
如果還不漲 台股就再見吧
以前就常常找t代工低階CPU, atim也代工過,稀鬆平常
作者:
Sylph (仙客來)
2018-09-11 00:18:00利多出盡!
作者:
NSKB (*^^*)
2018-09-11 00:21:00你會查ADR嗎?不會哥教你
作者:
watashiD (watashiD)
2018-09-11 00:24:00哇靠...我還以為ADR是一家公司,我剛剛查了
作者: ACDC69 (消失的淡香) 2018-09-11 00:38:00
台灣沒電就好笑了 政府真的是豬隊友啊
作者:
Lowpapa (崩到你叫媽媽)
2018-09-11 00:42:00大噴
作者: kevabc1 (abc1) 2018-09-11 00:55:00
嗯 奇怪 我怎麼記得以前在查聯電時營收科目有看到一大筆intel的數字??? 呵呵
作者:
paimin (playl)
2018-09-11 01:11:00adr還跌
作者:
a9564208 (YOU OUT!!)
2018-09-11 01:40:00出貨文
作者: wanderincs (似乎該死心了) 2018-09-11 02:08:00
聯電14奈米良率......?
作者:
changmary (changmary)
2018-09-11 05:41:00沒有CPU吧,只有主機板的晶片,這個很多晶圓廠都有在做
作者:
mecca (咩卡)
2018-09-11 06:48:00產能不足(X) 做不出來QQ(O)
作者:
lovecut (值得憂鬱的季節)
2018-09-11 07:27:00intel廢到哭
作者:
Expend (DEITY)
2018-09-11 10:55:00我再說一次, 287
作者:
albertab (albertyang)
2018-09-11 11:23:00倒貨文... 不意外
作者:
boringuy (不看不聽不想)
2018-09-12 12:35:00明明就是晶片組,新聞一直洗說CPU騙不懂的