Intel, AMD產能滿載 - 股票

1.原文連結：
※過長無法點擊者必須縮網址

https://tinyurl.com/yx684bze

2.原文內容：

Intel, AMD Say They're Operating Near Capacity Despite Coronavirus Disruptions

英特爾、超微說儘管有武漢病毒的干擾，它們的產能接近滿載

Even as the sell-side debates the extent of the damage the COVID-19 pandemic
will inflict on chipmakers, Intel Corporation (INTC 漲 8.18%) and
Advanced Micro Devices, Inc. (AMD 5.12%) appear to be going strong in the
face of the adversity.

儘管賣方在爭論武漢肺炎對於晶片製造商的損害，intel & AMD 在逆境中似乎會表現強勢

AMD, Intel Say Supply To Keep Pace With Rising Demand

AMD和intel說產能足夠跟上增加的需求

AMD and Intel have said they are geared to meet the increasing processing
power needs triggered by the pandemic.

AMD和intel已經說了他們會提高產量來面對因為大流行而產生的需求

With the onset of the COVID-19 in China late last year and its subsequent
global spread, many people have opted to or have been forced to stay indoors
and work or learn remotely to contain the virus.

因為武漢肺炎的爆發和大流行，許多人已經改為在家遠端工作

This has put a huge strain on network infrastructure and in turn on servers
used in data center, according to Tom's Hardware.

這造成網路設備極大的負載壓力，並且轉價到數據中心的伺服器上面

It goes without saying that demand for the chips that power these devices
could rise proportionately.

更不用說伺服器晶片的需求會因為而直接上升

Intel, AMD Working Full Throttle

Intel和AMD努力油門全開

Intel has sought to allay concerns about a potential chip shortage,
especially those used in servers and networking equipment.

英特爾已經努力舒緩關於伺服器晶片和網路設備晶片短缺的疑慮

"Intel factories around the world continue to operate on a relatively normal
basis," CEO Bob Swan said in a March 19 letter to customers and partners.

"英特爾世界各地的工廠仍然正常運作"

While noting there has been a historic deployment of remote work and digital
access to services across every domain, including medicine, education,
government and entertainment, Swan said Intel is providing tools and services
such as AI and high-performance computing, robots and technology solutions
for virtual learning for these evolving needs.

Swan acknowledged the commitment of the company's team to sustain its
manufacturing, assembly, test and supply chain operations.

Swan說現在公司的團隊努力的維持製作、封裝、測試和供應鏈的運作

"They are working hard to make sure you can continue to be successful while
sustaining a rate of on-time delivery currently greater than 90%," the CEO
said.

"他們非常的努力，貨物仍然有90%的準點率"

AMD relayed a similar message.

AMD表達類似的訊息

AMD is working to maintain business continuity by mitigating the impact on
the company's global operations, and also taking steps to assure the safety
of its employees during the outbreak, CEO Lisa Su said in a letter to
customers last week.

Demand Tilting Toward Server Chips
需求向伺服器晶片傾斜

Remote working and virtual learning needs have increased bandwidth for video,
while resources for collaborative services such as Slack and Zoom Video
Communications Inc (ZM 漲 22.22%)
require a higher level of computing, according to Tom's Hardware.

遠端工作和學習的需求增加了影片頻寬的消耗。

"That means there will likely be an increased need for critical
infrastructure, such as servers," the report said.

"這表示對於關鍵公共設施的需求會增加，比如說伺服器"

Therefore, AMD and Intel may be forced to divert resources to manufacturing
server processors and away from client processors.

所以AMD和Intel會被迫分散資源去製造伺服器晶片而不是客戶晶片

At last check, AMD shares were rising 3.53% to $41.01 and Intel shares were
up 5.87% at $48.52.

3.心得/評論：
※必需填寫滿20字
高單價的伺服器晶片需求爆增

Intel跌回一年前價位

現在還不買爆
雖然今天漲到$51就先賣了～

接下來準備長期持有AMD、Intel、ASML和TSMC了


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