Intel 部份14奈米cpu將外包台積電 - 股票

Table of Contents



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

--

All Comments

Zora avatarZora2018-09-12
外星人不再眷顧INTEL了嗎
Suhail Hany avatarSuhail Hany2018-09-16
不買的是傻子,先來一張
Agnes avatarAgnes2018-09-20
做多台G,睏霸數錢
Hedwig avatarHedwig2018-09-23
GG 要一統宇宙直接噴發了
Olivia avatarOlivia2018-09-28
好奇怪?intel產能不足?
Catherine avatarCatherine2018-09-29
GG一統天下
Kama avatarKama2018-10-04
怎麼不給三星代工?
Connor avatarConnor2018-10-07
散戶只喜歡買三流公司啦 對2330沒興趣
Sarah avatarSarah2018-10-10
明天開盤跳空
看試搓刺激
Hedwig avatarHedwig2018-10-12
Adr還跌阿
Hedwig avatarHedwig2018-10-14
今天美股漲他還跌
Frederic avatarFrederic2018-10-15
只是把chipset外包而已吧 現在牙膏各種短缺
Ingrid avatarIngrid2018-10-18
完蛋了 利多見報
Carolina Franco avatarCarolina Franco2018-10-20
resource要集中,準備反攻GG
Agatha avatarAgatha2018-10-23
這樣GG會不會摸到反托斯拉要繳天價罰款?
Jack avatarJack2018-10-26
intel以前也有外包過,應該只是暫時性外包
Liam avatarLiam2018-10-28
台gg今年300不是夢
Carol avatarCarol2018-11-01
intel排隊要排多久 想也知道不可能
Robert avatarRobert2018-11-06
哇靠...越位陷阱?
Freda avatarFreda2018-11-07
輪班救台灣
Vanessa avatarVanessa2018-11-09
14nm找聯電不就好了還比較便宜
John avatarJohn2018-11-12
16nm不用排很久吧 以Intel能投的資源來說
Candice avatarCandice2018-11-17
騙GG長傳射門
Thomas avatarThomas2018-11-18
沒靠不正當手段就不會摸到反托拉斯啊...
Ophelia avatarOphelia2018-11-20
雙贏
Gilbert avatarGilbert2018-11-24
難怪今天台GG撐在那裏
Ophelia avatarOphelia2018-11-24
以前intel也找過台積電代工啊
Enid avatarEnid2018-11-26
有啥好大驚小怪
Jacky avatarJacky2018-11-28
atom就是gg代的
Kristin avatarKristin2018-12-01
看訂單多少,能持續多久...
Daniel avatarDaniel2018-12-05
要兩萬點了
Hardy avatarHardy2018-12-07
折折晚點半夜又要發文說自己預告在前面啦
Lucy avatarLucy2018-12-11
聯電14奈米 ? 不懂事就安靜 開始胡說八道了
Sierra Rose avatarSierra Rose2018-12-11
噴發
Eartha avatarEartha2018-12-16
gg只佔持股3成 慟
Edith avatarEdith2018-12-16
聯電有建14nm廠阿
Iris avatarIris2018-12-21
intel以前找過台積電代工 但是晶片組
Ingrid avatarIngrid2018-12-24
看新聞做股票穩死
Emily avatarEmily2018-12-27
完了 要先掃INTEL做的CPU了 台積電最近品質超差
Anonymous avatarAnonymous2018-12-31
噴噴
William avatarWilliam2019-01-03
聯電有建是有建,但不等於有良率啊?真這麼好做,比gg有錢
的公司多的是
Leila avatarLeila2019-01-07
給聯電不如給GF
Ingrid avatarIngrid2019-01-11
明天跳空
Lily avatarLily2019-01-12
看電蝦版 現在牙膏的cpu缺貨漲價中
Skylar Davis avatarSkylar Davis2019-01-16
吃驚
Zanna avatarZanna2019-01-18
=.=對消費者來說是利空消息....
George avatarGeorge2019-01-18
在臺灣不是台積 下來就是聯電 良率或許不比臺積 但價
錢一定臺積便宜
Odelette avatarOdelette2019-01-20
不過聯電跟中國走那麼近 要拿單應該也不可能
Donna avatarDonna2019-01-24
多頭開始反攻了
Ula avatarUla2019-01-28
真的...跟中國走的近先看空就對了
Erin avatarErin2019-01-31
要崩盤了
Victoria avatarVictoria2019-01-31
聯電技術是問題 且做過x86 CPU 和intel有過節 會信任嗎
Olga avatarOlga2019-02-02
怎麼可能找聯電 偷人技術還反過來告美光
intel不會找這種咖
Hedda avatarHedda2019-02-06
聯電 跟 三星 都不可能給好嗎 三星會抄襲 而聯電內部搞
不好會把技術 給中國也不一定
Brianna avatarBrianna2019-02-09
聯電高層滿滿的中國夢 早就不是台灣公司了
Ethan avatarEthan2019-02-09
GG明天漲停帶動台股攻破萬一
Yedda avatarYedda2019-02-13
是CHIPSET 不是CPU好嗎
Jacky avatarJacky2019-02-13
還在看新聞作台股喔?
Poppy avatarPoppy2019-02-17
來喔散戶要進場了 主力要出貨了
Dorothy avatarDorothy2019-02-21
這是什麼情況,教主勒,我只等教主出來開示.
Damian avatarDamian2019-02-26
如果還不漲 台股就再見吧
Lucy avatarLucy2019-02-27
以前就常常找t代工低階CPU, atim也代工過,稀鬆平常
Ida avatarIda2019-03-02
利多出盡!
Yedda avatarYedda2019-03-04
你會查ADR嗎?不會哥教你
Belly avatarBelly2019-03-05
哇靠...我還以為ADR是一家公司,我剛剛查了
Linda avatarLinda2019-03-05
短線漲多當然要回測 哪有股價每天噴的道理
Kama avatarKama2019-03-08
台灣沒電就好笑了 政府真的是豬隊友啊
Kyle avatarKyle2019-03-12
大噴
Leila avatarLeila2019-03-16
飆起來
Victoria avatarVictoria2019-03-17
台股只剩GG
Wallis avatarWallis2019-03-18
嗯 奇怪 我怎麼記得以前在查聯電時營收科目有看到一大筆i
ntel的數字??? 呵呵
Bethany avatarBethany2019-03-22
adr還跌
Edward Lewis avatarEdward Lewis2019-03-25
就一部分外包而已
Frederic avatarFrederic2019-03-27
出貨文
Dinah avatarDinah2019-03-30
聯電14奈米良率......?
Emily avatarEmily2019-04-02
完了 高檔利多
Carolina Franco avatarCarolina Franco2019-04-06
沒有CPU吧,只有主機板的晶片,這個很多晶圓廠都有在
Steve avatarSteve2019-04-10
之前Intel大多讓自己的過時製程來做
Robert avatarRobert2019-04-11
英特爾 卡住了
Edith avatarEdith2019-04-12
產能不足(X) 做不出來QQ(O)
Leila avatarLeila2019-04-12
intel廢到哭
Barb Cronin avatarBarb Cronin2019-04-14
不被證實的新聞也在刊,有夠野雞
Lydia avatarLydia2019-04-17
果然出貨文
Valerie avatarValerie2019-04-18
我再說一次, 287
Edwina avatarEdwina2019-04-23
倒貨文... 不意外
Oliver avatarOliver2019-04-24
明明就是晶片組,新聞一直洗說CPU騙不懂的