Intel 7nm delay,不排除使用第三方代工廠 - 股票

※ 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 conferenc
e
: 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%。

請教各位大大
這則新聞出來後美股夜盤台積大漲，而台股開盤台積才小漲幾塊，再看到現在美股開盤台
積直接噴10%

感到非常疑惑？究竟是台股反應太慢還是另有其它原因，想請問是否有人能幫忙解惑

謝謝

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