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{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":450004589376200,"tweetId":"450004589376200","gmtCreate":1750890903876,"gmtModify":1750890904871,"author":{"id":4207235655169200,"idStr":"4207235655169200","authorId":4207235655169200,"authorIdStr":"4207235655169200","name":"一割","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":8,"crmLevelSwitch":1,"individualDisplayBadges":[],"fanSize":4,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"html":"<html><head></head><body><p>特斯拉车规级芯片备选三星</p></body></html>","htmlText":"<html><head></head><body><p>特斯拉车规级芯片备选三星</p></body></html>","text":"特斯拉车规级芯片备选三星","highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/450004589376200","repostId":2546977782,"repostType":2,"repost":{"id":"2546977782","kind":"news","pubTimestamp":1750842000,"share":"https://www.laohu8.com/m/news/2546977782?lang=&edition=full","pubTime":"2025-06-25 17:00","market":"us","language":"zh","title":"Intel是台积电唯一替代选择！分析师极度看好18A优势","url":"https://stock-news.laohu8.com/highlight/detail?id=2546977782","media":"市场资讯","summary":"快科技6月25日消息，据报道，华尔街Northland分析师Gus Richard认为，Intel是唯一能替代台积电的选择，他还重申了对Intel的\"优于大盘\"评级和28美元的目标价。目前Intel的18A制程已接近商业化，该公司在近期2025年VLSI技术与电路研讨会上宣布，这项新制程将用于Panther Lake CPU等产品。相较于现行的Intel 3制程，提供30%更高的密度扩展、25%的频率提升及36%的功耗降低。","content":"<html><body><div>\n<blockquote><p>　　炒股就看<a href=\"https://laohu8.com/S/603586\">金麒麟</a>分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！</p></blockquote> <p cms-style=\"font-L\">快科技6月25日消息，据报道，华尔街Northland分析师Gus Richard认为，Intel是唯一能替代<a href=\"https://laohu8.com/S/TSM\">台积电</a>的选择，他还重申了对Intel的\"优于大盘\"评级和28美元的目标价。</p><p cms-style=\"font-L\">Richard认为，虽然Intel的转型之路仍面临诸多挑战，但该公司拥有大量技术与操作杠杆来推动重整计划。</p><p cms-style=\"font-L\">他指出：\"明年Intel将能与台积电并驾齐驱，拥有相似的制程技术，并且与台积电一同成为先进封装的领导者。\"</p><p cms-style=\"font-L\">目前，Intel正在大规模扩建位于亚利桑那州的Fab 52与Fab 62厂房，而台积电也在<a href=\"https://laohu8.com/S/600716\">凤凰</a>城兴建一座专属晶圆厂。</p><p cms-style=\"font-L\">Richard进一步推测，由于Intel在先进封装的领先优势，未来可能转型为SiP（系统级封装）代工厂。</p><p cms-style=\"font-L\">SiP是一种先进工艺，它允许将多个集成电路和其他组件集成到一个单一的封装中。</p><p cms-style=\"font-L\">目前Intel的18A制程已接近商业化，该公司在近期2025年VLSI技术与电路研讨会上宣布，这项新制程将用于Panther Lake CPU等产品。</p><p cms-style=\"font-L\">相较于现行的Intel 3制程，提供30%更高的密度扩展、25%的频率提升及36%的功耗降低。</p><p cms-style=\"font-L\">此外，Intel产品事业群CEO Michelle Johnston在最近的2025年<a href=\"https://laohu8.com/S/BAC\">美国银行</a>全球技术大会上透露，公司将终止任何利润率低于至少50%产品的研发工作。</p><div><img src=\"http://n.sinaimg.cn/spider20250625/200/w600h400/20250625/a641-b4886ac3501b60e28a2143764b430a1e.jpg\"/><span></span></div>\n<div></div>\n<div>\n<div><img src=\"\"/></div>\n<div>海量资讯、精准解读，尽在<a href=\"https://laohu8.com/S/SINA\">新浪</a>财经APP</div>\n</div>\n</div></body></html>","source":"sina","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" 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href=https://finance.sina.com.cn/stock/t/2025-06-25/doc-infchqmp4578865.shtml><strong>市场资讯</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 快科技6月25日消息，据报道，华尔街Northland分析师Gus Richard认为，Intel是唯一能替代台积电的选择，他还重申了对Intel的\"优于大盘\"评级和28美元的目标价。Richard认为，虽然Intel的转型之路仍面临诸多挑战，但该公司拥有大量技术与操作杠杆来推动重整计划。他指出：\"明年Intel将能与台积电...</p>\n\n<a href=\"https://finance.sina.com.cn/stock/t/2025-06-25/doc-infchqmp4578865.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0082616367.USD":"摩根大通美国科技A（dist）","LU1989772840.SGD":"CPR Invest - Climate Action A2 Acc SGD-H","LU2360106780.USD":"BGF WORLD TECHNOLOGY \"A4\" (USD) INC","LU2023251221.USD":"ALLIANZ GLOBAL SUSTAINABILITY \"AM\" (USD) INC","LU0143863198.USD":"CT (LUX) I GLOBAL EMERGING MARKET EQUITIES\"AU\" (USD) ACC","SG9999004220.SGD":"Nikko AM Shenton Asia Dividend Equity Fund  SGD","LU0541501648.USD":"ALLSPRING  EMERGING MARKETS EQUITY \"A\" (USD) 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Johnston在最近的2025年美国银行全球技术大会上透露，公司将终止任何利润率低于至少50%产品的研发工作。\n\n\n\n海量资讯、精准解读，尽在新浪财经APP","news_type":1,"symbols_score_info":{"03145":0.6,"EWT":0.6,"TWmain":1,"INTC":1,"TSM":1}},"isVote":1,"tweetType":1,"viewCount":1055,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":24,"optionInvolvedFlag":false,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/450004589376200"}