DeW
07-30
近年来,为几的好消息。
苹果和英伟达或采用Intel 14A工艺,英特尔成为双代工厂策略新选择
免责声明:上述内容仅代表发帖人个人观点,不构成本平台的任何投资建议。
分享至
微信
复制链接
精彩评论
我们需要你的真知灼见来填补这片空白
打开APP,发表看法
APP内打开
发表看法
1
{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":462055649603976,"tweetId":"462055649603976","gmtCreate":1753825355765,"gmtModify":1753825357412,"author":{"id":3512032956627506,"idStr":"3512032956627506","authorId":3512032956627506,"authorIdStr":"3512032956627506","name":"DeW","avatar":"https://static.tigerbbs.com/73b517b102fce41516e0dd44e881246a","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":2,"crmLevelSwitch":0,"currentWearingBadge":{"badgeId":"e50ce593bb40487ebfb542ca54f6a561-3","templateUuid":"e50ce593bb40487ebfb542ca54f6a561","name":"偶像虎友","description":"加入老虎社区1500天","bigImgUrl":"https://static.tigerbbs.com/8b40ae7da5bf081a1c84df14bf9e6367","smallImgUrl":"https://static.tigerbbs.com/f160eceddd7c284a8e1136557615cfad","grayImgUrl":"https://static.tigerbbs.com/11792805c468334a9b31c39f95a41c6a","redirectLinkEnabled":0,"hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2024.02.23","individualDisplayEnabled":0},"individualDisplayBadges":[],"fanSize":27,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"html":"<html><head></head><body><p>近年来,为几的好消息。</p></body></html>","htmlText":"<html><head></head><body><p>近年来,为几的好消息。</p></body></html>","text":"近年来,为几的好消息。","highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/462055649603976","repostId":2555089377,"repostType":2,"repost":{"id":"2555089377","kind":"news","pubTimestamp":1753758840,"share":"https://www.laohu8.com/m/news/2555089377?lang=&edition=full","pubTime":"2025-07-29 11:14","market":"us","language":"zh","title":"苹果和英伟达或采用Intel 14A工艺,英特尔成为双代工厂策略新选择","url":"https://stock-news.laohu8.com/highlight/detail?id=2555089377","media":"市场资讯","summary":"据9to5Mac报道,最近的一份研究报告指出,苹果和英特尔都在考虑Intel 14A工艺,作为部分芯片的第二生产来源。与高通不同,苹果和英伟达的眼光放到了英特尔身上,可能会在未来的产品中转向Intel 14A,预计新工艺于2027年进入风险生产阶段,2028年实现量产。据推测,苹果可能在M8系列芯片上引入英特尔作为第二代工厂,英伟达可能要等到2028年的Feynman架构。","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>(来源:超能网)</p><p cms-style=\"font-L\">近日英特尔首席执行官陈立武(Lip-Bu Tan)在财报电话会议上明确表示,<a href=\"https://laohu8.com/S/INTC\">Intel</a> 14A制程节点取决于客户的承诺,既包括了英特尔本身,也包括了潜在的第三方客户,最重要的是,是否有足够的业务让英特尔在即将到来的制程节点上赚钱。</p><div><img src=\"http://n.sinaimg.cn/spider20250729/300/w660h440/20250729/4b82-ee6e32a2ab5b9dd126c26b714f3d8b22.jpg\"/><span></span></div><p cms-style=\"font-L\">据9to5Mac报道,最近的一份研究报告指出,<a href=\"https://laohu8.com/S/AAPL\">苹果</a>和英特尔都在考虑Intel 14A工艺,作为部分芯片的第二生产来源。其中苹果会用于某些M系列移动芯片,搭载在MacBook机型上,<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>则可能用于部分“低端”GPU芯片。</p><p cms-style=\"font-L\">近年来,随着采用<a href=\"https://laohu8.com/S/TSM\">台积电</a>(TSMC)先进工艺的芯片价格不断上涨,不少芯片设计公司都希望能引入双代工厂策略,不但能更好地控制成本,而且还能分散供应链风险。<a href=\"https://laohu8.com/S/QCOM\">高通</a>一直想这么做,无奈<a href=\"https://laohu8.com/S/SMSN.UK\">三星</a>的良品率始终没有达到令人满意的水平。与高通不同,苹果和英伟达的眼光放到了英特尔身上,可能会在未来的产品中转向Intel 14A,预计新工艺于2027年进入风险生产阶段,2028年实现量产。</p><p cms-style=\"font-L\">据推测,苹果可能在M8系列芯片上引入英特尔作为第二代工厂,英伟达可能要等到2028年的Feynman架构。由于三星已宣布1.4nm工艺延后至2029年量产,几年后除了台积电外,能提供给厂商的前沿半导体制造工艺并不多,不过Rapidus的2nm工艺或许也是潜在的替代品。</p>\n<div>\n<div><img src=\"\"/></div>\n<div>海量资讯、精准解读,尽在新浪财经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\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>苹果和英伟达或采用Intel 14A工艺,英特尔成为双代工厂策略新选择</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n苹果和英伟达或采用Intel 14A工艺,英特尔成为双代工厂策略新选择\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-07-29 11:14 北京时间 <a href=https://finance.sina.com.cn/stock/t/2025-07-29/doc-infiazqa9462119.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! (来源:超能网)近日英特尔首席执行官陈立武(Lip-Bu Tan)在财报电话会议上明确表示,Intel 14A制程节点取决于客户的承诺,既包括了英特尔本身,也包括了潜在的第三方客户,最重要的是,是否有足够的业务让英特尔在即将到来的制程节点上赚钱。据9to5Mac报道,最近的一份研究报告指出,苹果和英特尔都在考虑Intel ...</p>\n\n<a href=\"https://finance.sina.com.cn/stock/t/2025-07-29/doc-infiazqa9462119.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU1823568750.SGD":"Fidelity Global Technology A-ACC SGD","LU0557290698.USD":"施罗德环球可持续增长基金","LU2023250504.SGD":"Allianz Thematica Cl AMg DIS H2-SGD","SNVD.UK":"LS -1X NVIDIA","IE00BJLML261.HKD":"HSBC GLOBAL EQUITY INDEX \"HCH\" (HKD) ACC","NVDY":"YIELDMAX NVDA OPTION INCOME STRATEGY ETF","NVD":"GraniteShares 2x Short NVDA Daily ETF","MACW.SI":"APPLE 3xLongSG261006","NVDA":"英伟达","LU1989764748.USD":"东方汇理环球颠覆性机遇A2 Acc","LU0787776722.HKD":"AB SELECT US EQUITY PORTFOLIO \"A\" (HKD) ACC","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","NVDD":"Direxion Daily NVDA Bear 1X Shares","LU2552382215.SGD":"WELLINGTON US BRAND POWER \"A\" (SGDHDG) ACC","LU2543165471.USD":"E FUND (HK) GLOBAL QUALITY GROWTH \"A\" (USD) ACC","NVD2.UK":"2X NVIDIA ETP","LU0265550946.USD":"BGF SYSTEMATIC GLOBAL ENHANCED EQUITY YIELD \"A5\" (USD) INC","LU1323610961.USD":"UBS (LUX) EQUITY SICAV - LONG TERM THEMES (USD) \"P\" (USD) ACC","NVD3.UK":"LS 3X NVIDIA","2NVD.UK":"2X NVIDIA ETP","NVDS.UK":"LS -1X NVIDIA","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","BK4581":"高盛持仓","AAPL":"苹果","LU0215105999.USD":"SCHRODER ISF GLOBAL EQUITY \"A\" ACC","LU0511384066.AUD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (AUDHDG) ACC","LU2403377893.USD":"ALLIANZ SELECT INCOME AND GROWTH \"AM\" (USD) INC","LU2087621335.USD":"ALLSPRING GLOBAL FACTOR ENHANCED EQUITY \"A\" (USD) ACC","LU1629891620.HKD":"ALLIANZ INCOME AND GROWTH \"AMG2\" (H2-HKD) INC","LU2168564065.EUR":"AZ ALLOCATION - TREND \"AAZ\" (EUR) ACC","3NVD.UK":"LS 3X NVIDIA","LU2471134796.USD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (USD) INC","BK4585":"ETF&股票定投概念","LU1046421795.USD":"富达环球科技A-ACC","INTC":"英特尔","NVDS":"Tradr 1.5X Short NVDA Daily ETF","LU2458330243.SGD":"FRANKLIN SHARIAH TECHNOLOGY \"A-H1\" (SGDHDG) ACC","LU0820562030.AUD":"ALLIANZ INCOME AND GROWTH \"AMH2\" (AUDHDG) H2 INC","LU0079474960.USD":"联博美国增长基金A","SGXZ31699556.SGD":"UGDP UNITED GLOBAL QUALITY GROWTH \"C\" (SGDHDG) ACC","NVDU":"Direxion Daily NVDA Bull 2X Shares","IE0005OL40V9.USD":"JANUS HENDERSON BALANCED \"A6M\" (USD) INC","LU0354030511.USD":"ALLSPRING U.S. LARGE CAP GROWTH \"I\" (USD) ACC","LU0444971666.USD":"天利全球科技基金","NVIW.SI":"NVDA 3xLongSG261006","NVDX":"T-REX 2X LONG NVIDIA DAILY TARGET ETF","LU0965508806.USD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"AD\" (USD) INC","LU2290526834.HKD":"BGF NEXT GENERATION TECHNOLOGY \"A2\" (HKDHDG) ACC","BK4559":"巴菲特持仓"},"source_url":"https://finance.sina.com.cn/stock/t/2025-07-29/doc-infiazqa9462119.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/b0d1b7e8843deea78cc308b15114de44","article_id":"2555089377","content_text":"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! (来源:超能网)近日英特尔首席执行官陈立武(Lip-Bu Tan)在财报电话会议上明确表示,Intel 14A制程节点取决于客户的承诺,既包括了英特尔本身,也包括了潜在的第三方客户,最重要的是,是否有足够的业务让英特尔在即将到来的制程节点上赚钱。据9to5Mac报道,最近的一份研究报告指出,苹果和英特尔都在考虑Intel 14A工艺,作为部分芯片的第二生产来源。其中苹果会用于某些M系列移动芯片,搭载在MacBook机型上,英伟达则可能用于部分“低端”GPU芯片。近年来,随着采用台积电(TSMC)先进工艺的芯片价格不断上涨,不少芯片设计公司都希望能引入双代工厂策略,不但能更好地控制成本,而且还能分散供应链风险。高通一直想这么做,无奈三星的良品率始终没有达到令人满意的水平。与高通不同,苹果和英伟达的眼光放到了英特尔身上,可能会在未来的产品中转向Intel 14A,预计新工艺于2027年进入风险生产阶段,2028年实现量产。据推测,苹果可能在M8系列芯片上引入英特尔作为第二代工厂,英伟达可能要等到2028年的Feynman架构。由于三星已宣布1.4nm工艺延后至2029年量产,几年后除了台积电外,能提供给厂商的前沿半导体制造工艺并不多,不过Rapidus的2nm工艺或许也是潜在的替代品。\n\n\n海量资讯、精准解读,尽在新浪财经APP","news_type":1,"symbols_score_info":{"2NVD.UK":0.6,"3NVD.UK":0.6,"AAPL":1,"INTC":1,"MACW.SI":0.6,"NVD":0.6,"NVD2.UK":0.6,"NVD3.UK":0.6,"NVDA":1,"NVDD":0.6,"NVDS":0.6,"NVDS.UK":0.6,"NVDU":0.6,"NVDX":0.6,"NVDY":0.6,"NVIW.SI":0.6,"SNVD.UK":0.6}},"isVote":1,"tweetType":1,"viewCount":59,"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":20,"optionInvolvedFlag":false,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/462055649603976"}
精彩评论