作者:
a1379 (超☆魯肥宅)
2021-01-22 07:09:141.原文連結：
https://reurl.cc/Q7972q SA
https://reurl.cc/YWOWmX yahoo
2.原文內容：
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/評論：
原文是英文而且太長了
簡單來說就是牙膏廠認為2023的大部分產品都將在公司製造
(yahoo的新聞有說會外包"部分技術和產品")
主要產品大概是core i系列的主流CPU
外包的應該是晶片組、GPU、低階CPU
之前發文說牙膏不會大規模外包
現在看來真的是媒體吹過頭了
目前AMD漲
TSM跟INTC跌
今天開盤向?
我ok，你先賣，2023，GG三奈米可能都進展了，還在那邊7nm：）盤後跌破130再說：）
作者: fbiciamib123 (Lin) 2021-01-22 07:17:00
養套殺 長榮2.0
別想650了，昨天640出來你也不敢撿AMD YES = TSM YES，今天怕的趕快丟，我撿
NV用了三星都回來排TSMC高通也是看牙膏繼續被AMD吃掉市佔
作者: apolloapollo (apollo) 2021-01-22 07:52:00
噴爆
作者: chewthelife8 (咀嚼生活) 2021-01-22 07:54:00
還好君又在還好了 可憐哪
作者: exceedMyself (一整個無力) 2021-01-22 08:18:00
越跌越買 買到認錯
作者: ontopofworld (samuraiyakiu) 2021-01-22 08:18:00
營運策略可能有面子也有裡子問題不能講太明顯, 但大部分投資人會錯意, 剛好都作錯方向
作者: innocence269 2021-01-22 08:19:00
AMD會開始起飛了嗎
作者: floatbear227 (what love is) 2021-01-22 08:47:00
前幾天就說如果英特爾法說不如預期台積會跌還有人說早反映...笑死~
作者: kkevinhess1t 2021-01-22 12:53:00
ALL IN AMD