Intel 部份14奈米cpu將外包台積電 - 股票

1.原文連結：
https://www.digitimes.com/news/a20180910PD210.html

2.原文內容：

Intel is encountering tight 14nm process production capacity in-house, and is
looking to outsource part of its 14nm chip production to Taiwan Semiconductor
Manufacturing Company (TSMC), according to industry sources.

Intel intends to give priority to its high-margin products mainly server-use p
rocessors and chipsets amid its tight 14nm process capacity, and therefore pla
ns to outsource the production of its entry-level H310 and several other 300 s
eries desktop processors to TSMC, the sources indicated.

Intel has seen its overall 14nm chip supply fall short of demand by as much as
50%, the sources said. Outsourcing has become the only and appropriate choice
for Intel since the company is unlikely to build additional 14nm process capa
city, the sources noted.

TSMC is already a contract manufacturer of Intel for SoFIA-series handset SoC
chips and FPGA products, and makes Intel's baseband chips for use in the iPhon
e, the sources said.

Motherboard makers expect the tight supply of Intel's 14nm chipsets to ease by
the end of 2018.

Market observers believe that Intel's tight capacity for 14nm stems from its d
elay in advancing to 10nm. Intel originally planned to enter mass production o
f its 10nm Cannon Lake processors in 2016, but has been pushing back the sched
ule.

Intel's latest update is that its 10nm chips will not be ready for commercial
production until the fourth quarter of 2019.

Intel had been adopting the so-called "Tick-Tock" model under which every micr
oarchitecture change is followed with a die shrink of the process technology,
but the "Tick-Tock" production cycle started slowing down in 2014. Intel's 14n
m manufacturing node has become the "longest-lived" process technology in the
chip giant's history, the observers noted.

Intel has declined to comment on the reported move to outsource 14nm chips to
TSMC.

3.心得/評論：

INTEL受限於產能及10nm製程進展不順

決定將現有14nm產能保留給高毛利的server產品

14nm消費級cpu 將委由台積電代工

不過intel拒絕評論

intel amd都找tsmc了 還不all in 上看400

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