Intel 7nm delay,不排除使用第三方代工廠 - 股票

1.原文連結：

https://on.mktw.net/2CZ9CIv

2.原文內容：

節錄:

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/評論：

Intel 發現自家的 7nm 製程有一種缺陷模式會造成良率的損失，將延後六個月推出。
不排除使用外部的第三方晶圓代工作為應變計畫，以避免產品發表時程再一次被拖延。
盤後 Intel 目前大跌 10%, AMD 大漲 8%, TSM (tsmc ADR) 漲 4.6%。



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