英特爾CPU代工 台積等著吃 - 股票

By Barb Cronin
at 2019-10-26T14:24
at 2019-10-26T14:24
Table of Contents
1.原文連結:
https://www.chinatimes.com/newspapers/20191026000264-260202
2.原文內容:
處理器大廠英特爾25日召開法說會,執行長Bob Swan回應分析師提問時表示,過去幾年英
特爾一直與晶圓代工廠維持代工合作,所以委外生產一直是在評估及考慮中。法人表示,
英特爾不排除把中央處理器(CPU)委外代工,過去曾為英特爾生產CPU的台積電最有機會
拿下代工訂單。
英特爾今年持續面臨CPU供不應求壓力,雖已提高資本支出擴充產能,今年晶圓產能約
較去年增加25%,但因來自資料中心及高階PC等終端需求強勁優於預期,導致下半年CPU
缺貨情況持續。Bob Swan在電話會議中表示,英特爾會盡力滿足客戶需求,但供給吃緊情
況可能到今年底或明年初才會獲得紓解。
Bob Swan表示,英特爾過去幾年在可程式邏輯閘陣列(FPGA)、自駕車、人工智慧(AI
)、5G及WiFi 6等許多領域擴大布局,過去幾年維持很好的成長動能,至於在本業部份,
新一代14奈米Cascade Lake伺服器處理器、10奈米Ice Lake行動處理器等都已出貨,由於
客戶端的需求優於預期,英特爾預期明年將再提高25%晶圓產能因應。
此外,英特爾在先進製程的推進也給了較明確的時間表。Bob Swan表示,10奈米製程已
進入量產階段,包括Ice Lake處理器及Agilex FPGA等,接下來7奈米製程將採用極紫外光
(EUV)技術,會在2021年開始導入生產,先進製程將回到2~2.5年推進一個世代的速度
。
英特爾希望維持先進製程穩定推進,但產能仍然供不應求,分析師提問是否考慮委外代
工並運用外部產能生產CPU或採用小晶片(chiplet)策略。Bob Swan回應表示,英特爾過
去就曾委由晶圓代工廠生產CPU或其它晶片,現在也會考慮這個選項。英特爾正在努力投
資,希望能重奪製程技術的領導地位。與此同時,對於如何打造最佳產品抱持極開放的態
度,且究竟要到自有晶圓廠或晶圓代工廠生產這些產品,也是一直在評估的項目。
業界人士分析,英特爾若計畫將CPU或晶片組委外代工,以先進製程良率穩定度及可供
應產能等指標進行評估,台積電應是首選。
3.心得/評論:
如果真的能吃到Intel的大單
台積電的天花板不知道在哪裡
--
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