半導體界最大條!外媒爆英特爾求救台積電 - 工程師
By Jack
at 2021-01-09T19:18
at 2021-01-09T19:18
Table of Contents
中時新聞網 吳美觀
https://reurl.cc/dVr7YM
英特爾晶片製造技術陷入困境,傳出CPU委託台積電代工可能成真!外媒報導,英特爾已
向台積電和三星洽談委外代工晶片事宜,希望能改善自家晶片產能問題。
美國財經媒體報導,英特爾去年7月坦承,7 奈米量產較原定計劃延岩一年,執行長Bob
Swan 並透露,不排除採用外包方式,由其他代工廠協助製造自家晶片,今(2021)年
1月將做最後決定。
Swan 還強調對台積電的能力非常有信心,應該能成功移植英特爾製程,並進一步強化市
場競爭優勢。
內部消息人士透露,台積電準備為英特爾提供 4 奈米製程,計畫 2021 年第四季試產,
並於 2022 年量產。台積電位於新竹寶山蓋2 奈米研發及晶圓廠將在今年底前完工,屆
時該廠也可因應代工英特爾晶片。
知情人士表示,英特爾除了洽談台積電外,也跟三星接觸商談外包事宜,但目前仍處於
早期談判階段,英特爾還沒有做出最後決定。
摩根士丹利半導體產業分析師詹家鴻日前指出,晶圓代工產能極度緊張,台積電首季營
收可能季減小於3%、甚至與上季持平,優於市場預期季減6~8%,搭配英特爾CPU委外
代工的前景愈來愈明朗,將推測合理股價升至628元。
--
https://reurl.cc/dVr7YM
英特爾晶片製造技術陷入困境,傳出CPU委託台積電代工可能成真!外媒報導,英特爾已
向台積電和三星洽談委外代工晶片事宜,希望能改善自家晶片產能問題。
美國財經媒體報導,英特爾去年7月坦承,7 奈米量產較原定計劃延岩一年,執行長Bob
Swan 並透露,不排除採用外包方式,由其他代工廠協助製造自家晶片,今(2021)年
1月將做最後決定。
Swan 還強調對台積電的能力非常有信心,應該能成功移植英特爾製程,並進一步強化市
場競爭優勢。
內部消息人士透露,台積電準備為英特爾提供 4 奈米製程,計畫 2021 年第四季試產,
並於 2022 年量產。台積電位於新竹寶山蓋2 奈米研發及晶圓廠將在今年底前完工,屆
時該廠也可因應代工英特爾晶片。
知情人士表示,英特爾除了洽談台積電外,也跟三星接觸商談外包事宜,但目前仍處於
早期談判階段,英特爾還沒有做出最後決定。
摩根士丹利半導體產業分析師詹家鴻日前指出,晶圓代工產能極度緊張,台積電首季營
收可能季減小於3%、甚至與上季持平,優於市場預期季減6~8%,搭配英特爾CPU委外
代工的前景愈來愈明朗,將推測合理股價升至628元。
--
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