Intel 7nm delay,不排除使用第三方代工廠 - 股票

Carolina Franco avatar
By Carolina Franco
at 2020-07-24T09:44

Table of Contents

※ 引述《switch (pura vita!)》之銘言:
: 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%。

史上最好笑
靠競爭對手出包股價上漲8%
對手跌10% (雖然只是盤後......)
從此逆轉?

https://i.imgur.com/II6ycEe.jpg

--
Tags: 股票

All Comments

Ethan avatar
By Ethan
at 2020-07-25T23:42
看別人失敗很快樂啊
Anonymous avatar
By Anonymous
at 2020-07-28T04:04
連牙膏都幾不出來 可憐啊
Bennie avatar
By Bennie
at 2020-07-31T00:30
等下週AMD財報估計就又跌回55了
Brianna avatar
By Brianna
at 2020-08-03T19:47
我認輸惹,好不容易等到空軍,結果被intel回馬槍尻
Noah avatar
By Noah
at 2020-08-07T15:28
GG受益
Hedy avatar
By Hedy
at 2020-08-09T02:27
別人的失敗就是我的快樂
Iris avatar
By Iris
at 2020-08-10T00:26
這明明就Intel利多 如果真的是用台積
Belly avatar
By Belly
at 2020-08-13T01:20
不是利多吧,intel利潤變低吧,而且量都掐在別人手上
Eden avatar
By Eden
at 2020-08-16T12:41
Intel拿不到大產能啊 除非預付款直接包多年
Donna avatar
By Donna
at 2020-08-20T06:44
不然台積也怕哪天intel自己搞定製程
來個抽單 工廠不就放著養蚊子
Tristan Cohan avatar
By Tristan Cohan
at 2020-08-23T19:14
不然intel現有廠房包一包便宜賣台積換台積股票
台積把intel製程升級後再來個反壟斷強制分割拿回來
Charlotte avatar
By Charlotte
at 2020-08-24T04:40
這是明顯的利多 現在Intel就是製程卡住被逼著用14nm
對幹AMD 7nm 才這麼辛苦
Carol avatar
By Carol
at 2020-08-27T10:21
如果能解決掉製程問題 Intel就像解除封印一樣
Emma avatar
By Emma
at 2020-08-28T15:07
intel設備都花錢了
Quintina avatar
By Quintina
at 2020-09-01T06:43
現在intel就是製程落賽,換了還不飛天
intel cpu又能買惹
Christine avatar
By Christine
at 2020-09-02T06:42
毛利變低 但產品品質會提高 銷售面比較好
Carol avatar
By Carol
at 2020-09-05T01:11
這也一篇
Donna avatar
By Donna
at 2020-09-07T23:45
台積變美國乾兒子 親兒子只好放棄投降了嗎
Frederica avatar
By Frederica
at 2020-09-08T20:32
對使用者是利多,對公司毛利降低
Frederic avatar
By Frederic
at 2020-09-12T17:58
Intel委外的下場就是晶圓廠漸漸聯電GF化 少掉一大塊
Jacob avatar
By Jacob
at 2020-09-15T06:25
不用擔心什麼公司毛利降低 老黃早就示範過怎麼做了
Callum avatar
By Callum
at 2020-09-16T05:30
老黃刀法 無人可敵
Adele avatar
By Adele
at 2020-09-17T22:50
先去算算養晶圓廠又空置的損耗成本有多少吧
Yedda avatar
By Yedda
at 2020-09-20T10:37
產品若真的大幅領先 其實真的是不用怕毛利降低
Gary avatar
By Gary
at 2020-09-24T09:10
不用擔心什麼閒置啦 Intel之前還有產能不足的問題咧
Harry avatar
By Harry
at 2020-09-24T11:23
你知道以前INTEL也是靠AMD出包才爬起來的嗎?
Ophelia avatar
By Ophelia
at 2020-09-27T20:42
INTEL外包優先會考慮三星而不是台積電
Yuri avatar
By Yuri
at 2020-09-27T21:56
商場上誰提供的服務優質就選誰啊 不用預設誰會優先
Harry avatar
By Harry
at 2020-10-02T13:17
AMD yes
Victoria avatar
By Victoria
at 2020-10-05T17:18
intel先考慮三星?不要講幹話好嗎? intel對代工廠
Damian avatar
By Damian
at 2020-10-09T16:10
delay客戶坑到客戶差點倒掉經驗豐富好嗎?找三星咧
Elvira avatar
By Elvira
at 2020-10-11T12:34
AMD 昨晚差點被洗出去 有拜有保佑
Hardy avatar
By Hardy
at 2020-10-15T18:35
真的外包成功 產能也不夠用
Belly avatar
By Belly
at 2020-10-20T02:21
intel 把fab賣給台積,選我正解
Hedy avatar
By Hedy
at 2020-10-24T15:40
把fab 賣台積
Hedda avatar
By Hedda
at 2020-10-25T02:47
給三星代工 沒關係啦 ~以後CPU就多一間可以選擇啦
Ingrid avatar
By Ingrid
at 2020-10-29T06:08
看看蘋果給三星代工後 馬上生出獵戶座
Jack avatar
By Jack
at 2020-10-29T16:35
前天賣了AMD 昨天買回來 呼
Quintina avatar
By Quintina
at 2020-10-31T13:12
大家都知道這架構怎麼玩啦
Emma avatar
By Emma
at 2020-11-01T01:33
當然打安全牌靠對手出包

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