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Kimilin
01-08 03:53
说说你对这篇新闻的看法...
异动解读 | 存储概念股回调，西部数据盘中大跌9.19%
Kimilin
2025-12-25
多买点
活久见系列：NVIDIA想找Intel代工？Intel这次好像真要好起来了
Kimilin
2024-12-12
一个品牌都卖不好，还3个品牌
抱歉，原内容已删除
Kimilin
2024-11-25
阿里真的是无人可用了
抱歉，原内容已删除
Kimilin
2020-09-04
$蔚来(NIO)$
我要是还有钱，就就加满，等
去老虎APP查看更多动态
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22:56</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>西部数据(WDC)今日盘中大跌9.19%，成为存储板块中表现最差的个股之一。</p><p>此次下跌主要由于存储概念股集体回调，此前该板块因AI需求激增而持续上涨。闪迪、美光科技等存储股也出现不同程度的下跌，市场分析认为这是获利回吐导致的短期调整。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"WDC":"西部数据"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1174058572","content_text":"西部数据(WDC)今日盘中大跌9.19%，成为存储板块中表现最差的个股之一。此次下跌主要由于存储概念股集体回调，此前该板块因AI需求激增而持续上涨。闪迪、美光科技等存储股也出现不同程度的下跌，市场分析认为这是获利回吐导致的短期调整。","news_type":1,"symbols_score_info":{"WDC":1}},"isVote":1,"tweetType":1,"viewCount":10,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":514641996247976,"gmtCreate":1766675386220,"gmtModify":1766676477354,"author":{"id":"3547203927657418","authorId":"3547203927657418","name":"Kimilin","avatar":"https://static.tigerbbs.com/b722a2f3f6e387f48b34b17a0e1ec2be","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3547203927657418","authorIdStr":"3547203927657418"},"themes":[],"title":"","htmlText":"多买点","listText":"多买点","text":"多买点","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/514641996247976","repostId":"2594234975","repostType":2,"repost":{"id":"2594234975","kind":"news","pubTimestamp":1766659782,"share":"https://www.laohu8.com/m/news/2594234975?lang=zh_CN&edition=full","pubTime":"2025-12-25 18:49","market":"us","language":"zh","title":"活久见系列：NVIDIA想找Intel代工？Intel这次好像真要好起来了","url":"https://stock-news.laohu8.com/highlight/detail?id=2594234975","media":"PConline太平洋...","summary":"而在这件事上，Intel 罕见地被摆到了“候选名单”的显眼位置。瞄准Intel 14A工艺而此次爆料中最重磅的消息，就是NVIDIA 和 AMD 正在评估 Intel 的 14A 工艺节点。于是，Intel 的 EMIB方案就成了最佳备选。NVIDIA 担心产能受限，苹果担心受制于单一供应链。如果能拿下苹果和 NVIDIA 的订单，Intel 就不再是一个单纯卖 CPU 的公司，而是会摇身一变，成为和台积电一样的顶级代工厂。","content":"<html><body><article><p>说实话，如果倒退个两三年，你要是跟我说 NVIDIA（<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>）和 <a href=\"https://laohu8.com/S/AMD\">AMD</a> 这两家跟 Intel（<a href=\"https://laohu8.com/S/INTC\">英特尔</a>）在市场上杀红了眼的死对头，有一天会排着队去考察 Intel 的晶圆厂，甚至考虑把自家最核心的芯片交给 Intel 来造，我大概率会觉得你喝多了。但科技圈就是这么魔幻，2025 年底的这个冬天，这个被大家戏称为“牙膏厂”的巨头，在现任 CEO 陈立武的治理下，搞不好真要迎来它的“真香”时刻了。</p><p>事情的起因是一位X平台上的用户发出的<a href=\"https://laohu8.com/S/000776\">广发证券</a>的研报的部分内容。这些内容里透露的信息量极大。简单来说，<a href=\"https://laohu8.com/S/TSM\">台积电</a>（TSMC）的产能紧张，产业链正在寻找可规模化的备选方案。而在这件事上，Intel 罕见地被摆到了“候选名单”的显眼位置。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20251225193643117v206fiu2nupj9jy\"/><p>图片来源：X</p><p><strong>陈立武的“减法”哲学：瘦身之后，All in 先进工艺</strong></p><p>在聊具体技术前，先看清 Intel 现在的经营逻辑。与过去那种“既要又要还要”的臃肿状态相比，陈立武上任后更强调聚焦，Intel 开启了彻底的All in：一边是冷酷的全球大裁员和缩减开支，把一切不赚钱、不核心的业务通通砍掉；另一边则是把省下来的每一分钱、每一个工程师都砸向了 18A 和 14A 这两个生死攸关的节点。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20251225193647468v206dog9uz6c8fr\"/><p>图片来源：Intel</p><p><strong>老黄和苏妈的“叛变”？瞄准Intel 14A工艺</strong></p><p>而此次爆料中最重磅的消息，就是NVIDIA 和 AMD 正在评估 Intel 的 14A 工艺节点。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20251225193701441v2069wlta5ra97s\"/><p>图片来源：X</p><p>这事儿之所以离谱，是因为在大家印象里，高端芯片制造市场现在基本就是台积电的天下。老黄和苏妈为了抢台积电的产能，私底下估计没少较劲。但现在情况变了，AI 芯片的需求量大到离谱，台积电就算把机器开出火星子来也供不上。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20251225193702870v206xdpu0jj5uuo\"/><p>图片来源：TSMC</p><p>这时候，Intel 抛出的最大筹码是 14A。按照公开信息，Intel 正在把 14A 作为引入 <a href=\"https://laohu8.com/S/ASML\">ASML</a> High-NA EUV光刻机的核心节点，并且已在产线侧推进 High-NA 设备导入与工艺开发。而且14A 相比现在Intel目前的18A节点，有更强的性能和更低的功耗。对于 NVIDIA 和 AMD 这种做服务器芯片的厂商来说，这简直就是无法拒绝的诱惑。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20251225193705007v2064w0ol9ex785\"/><p>图片来源：Intel</p><p><strong><a href=\"https://laohu8.com/S/AAPL\">苹果</a>的算盘：不仅要芯片，还要封装</strong></p><p>此次爆料还介绍了苹果与Intel的合作，如果说 NVIDIA 和 AMD 是在看“未来”，那苹果（Apple）可能是在解“近渴”。比起还在路上的 14A 工艺，苹果看上的是 Intel 另一项独门绝技——EMIB 先进封装。</p><p>这里得聊聊背景。大家都知道苹果现在正在搞自己的 AI 服务器芯片，代号“Baltra”。苹果最初的设计与台积电的N3 3纳米工艺相关，但问题在于：台积电的产能有限。</p><img src=\"https://mmbiz.qpic.cn/mmbiz_jpg/fAv6yhWCqSpJzib3VBT12jBRmkIibicn889ugbrNZBeuiaSI5icH5gpQC0Zlr75WLOzKic9R2hoW2AlKr9Vtftf0wepg/640?wx_fmt=jpeg&from=appmsg\"/><p>图片来源：Intel</p><p>现在的状况是，苹果纵有千亿现金，也未必能从老黄手里抢走产能。于是，Intel 的 EMIB方案就成了最佳备选。对于急于布局AI 生态的苹果来说，Intel 的代工厂成了他们不被台积电产能“卡脖子”的最后一张底牌。</p><p><strong>结语</strong></p><p>陈立武执掌下的 Intel，正在经历一场极其痛苦的转型。不管是裁员还是砍业务，目的都只有一个：确保 18A 和 14A 能够如期交货。</p><p>现在看来，这个目的正在达成的路上。当台积电在先进制程与先进封装上供给持续吃紧时，客户会天然提高对“产能与交付风险”的敏感度。NVIDIA 担心产能受限，苹果担心受制于单一供应链。在这种情况下，只要 Intel 能提供足够稳健、可量产的替代/补充方案，市场就会愿意给它一次机会。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20251225193727278v206sh28yccocox\"/><p>图片来源：Intel</p><p>当然，这一切的前提是 Intel 这次真的别再掉链子了。如果能拿下苹果和 NVIDIA 的订单，Intel 就不再是一个单纯卖 CPU 的公司，而是会摇身一变，成为和台积电一样的顶级代工厂。这不仅是几十亿美元营收的问题，更是关乎尊严的一战。从目前透露的风声来看，风向确实在变。这一次，Intel 好像真的准备好了。</p></article></body></html>","source":"tencent","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>活久见系列：NVIDIA想找Intel代工？Intel这次好像真要好起来了</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活久见系列：NVIDIA想找Intel代工？Intel这次好像真要好起来了\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-12-25 18:49 北京时间 <a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251225202152a6ce9dec&s=b><strong>PConline太平洋...</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>说实话，如果倒退个两三年，你要是跟我说 NVIDIA（英伟达）和 AMD 这两家跟 Intel（英特尔）在市场上杀红了眼的死对头，有一天会排着队去考察 Intel 的晶圆厂，甚至考虑把自家最核心的芯片交给 Intel 来造，我大概率会觉得你喝多了。但科技圈就是这么魔幻，2025 年底的这个冬天，这个被大家戏称为“牙膏厂”的巨头，在现任 CEO 陈立武的治理下，搞不好真要迎来它的“真香”时刻了。事情...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251225202152a6ce9dec&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU2746668974.SGD":"MANULIFE DYNAMIC LEADERS \"AA\" (SGDHDG) ACC","BK4512":"苹果概念","SG9999002232.USD":"Allianz Global High Payout USD","LU1003077747.HKD":"BGF GLOBAL EQUITY INCOME \"A6\" (HKDHDG) INC","SG9999002224.SGD":"Allianz Global High Payout SGD","IE0004091025.USD":"BNY MELLON GLOBAL OPPORTUNITIES \"B\" (USD) ACC","IE00BJJMRX11.SGD":"Janus Henderson Balanced A Acc SGD","SG9999015341.SGD":"United Income Focus Trust Acc SGD-H","LU2083900584.USD":"HSBC GIF US INCOME FOCUSED \"AM2\" (USD) INC","LU2361044949.HKD":"WELLINGTON US QUALITY GROWTH \"A\" (HKD) ACC","LU1934455863.HKD":"AB SICAV I LOW VOLATILITY TOTAL RETURN EQUITY PORT \"A\" (HKD) ACC","LU0472753341.HKD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (HKD) 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22:56</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>西部数据(WDC)今日盘中大跌9.19%，成为存储板块中表现最差的个股之一。</p><p>此次下跌主要由于存储概念股集体回调，此前该板块因AI需求激增而持续上涨。闪迪、美光科技等存储股也出现不同程度的下跌，市场分析认为这是获利回吐导致的短期调整。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"WDC":"西部数据"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1174058572","content_text":"西部数据(WDC)今日盘中大跌9.19%，成为存储板块中表现最差的个股之一。此次下跌主要由于存储概念股集体回调，此前该板块因AI需求激增而持续上涨。闪迪、美光科技等存储股也出现不同程度的下跌，市场分析认为这是获利回吐导致的短期调整。","news_type":1,"symbols_score_info":{"WDC":1}},"isVote":1,"tweetType":1,"viewCount":10,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":374806245113872,"gmtCreate":1732536562607,"gmtModify":1732539814254,"author":{"id":"3547203927657418","authorId":"3547203927657418","name":"Kimilin","avatar":"https://static.tigerbbs.com/b722a2f3f6e387f48b34b17a0e1ec2be","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3547203927657418","idStr":"3547203927657418"},"themes":[],"htmlText":"阿里真的是无人可用了","listText":"阿里真的是无人可用了","text":"阿里真的是无人可用了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/374806245113872","repostId":"1145329906","repostType":2,"isVote":1,"tweetType":1,"viewCount":1750,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":514641996247976,"gmtCreate":1766675386220,"gmtModify":1766676477354,"author":{"id":"3547203927657418","authorId":"3547203927657418","name":"Kimilin","avatar":"https://static.tigerbbs.com/b722a2f3f6e387f48b34b17a0e1ec2be","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3547203927657418","idStr":"3547203927657418"},"themes":[],"title":"","htmlText":"多买点","listText":"多买点","text":"多买点","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/514641996247976","repostId":"2594234975","repostType":2,"repost":{"id":"2594234975","kind":"news","pubTimestamp":1766659782,"share":"https://www.laohu8.com/m/news/2594234975?lang=zh_CN&edition=full","pubTime":"2025-12-25 18:49","market":"us","language":"zh","title":"活久见系列：NVIDIA想找Intel代工？Intel这次好像真要好起来了","url":"https://stock-news.laohu8.com/highlight/detail?id=2594234975","media":"PConline太平洋...","summary":"而在这件事上，Intel 罕见地被摆到了“候选名单”的显眼位置。瞄准Intel 14A工艺而此次爆料中最重磅的消息，就是NVIDIA 和 AMD 正在评估 Intel 的 14A 工艺节点。于是，Intel 的 EMIB方案就成了最佳备选。NVIDIA 担心产能受限，苹果担心受制于单一供应链。如果能拿下苹果和 NVIDIA 的订单，Intel 就不再是一个单纯卖 CPU 的公司，而是会摇身一变，成为和台积电一样的顶级代工厂。","content":"<html><body><article><p>说实话，如果倒退个两三年，你要是跟我说 NVIDIA（<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>）和 <a href=\"https://laohu8.com/S/AMD\">AMD</a> 这两家跟 Intel（<a href=\"https://laohu8.com/S/INTC\">英特尔</a>）在市场上杀红了眼的死对头，有一天会排着队去考察 Intel 的晶圆厂，甚至考虑把自家最核心的芯片交给 Intel 来造，我大概率会觉得你喝多了。但科技圈就是这么魔幻，2025 年底的这个冬天，这个被大家戏称为“牙膏厂”的巨头，在现任 CEO 陈立武的治理下，搞不好真要迎来它的“真香”时刻了。</p><p>事情的起因是一位X平台上的用户发出的<a href=\"https://laohu8.com/S/000776\">广发证券</a>的研报的部分内容。这些内容里透露的信息量极大。简单来说，<a href=\"https://laohu8.com/S/TSM\">台积电</a>（TSMC）的产能紧张，产业链正在寻找可规模化的备选方案。而在这件事上，Intel 罕见地被摆到了“候选名单”的显眼位置。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20251225193643117v206fiu2nupj9jy\"/><p>图片来源：X</p><p><strong>陈立武的“减法”哲学：瘦身之后，All in 先进工艺</strong></p><p>在聊具体技术前，先看清 Intel 现在的经营逻辑。与过去那种“既要又要还要”的臃肿状态相比，陈立武上任后更强调聚焦，Intel 开启了彻底的All in：一边是冷酷的全球大裁员和缩减开支，把一切不赚钱、不核心的业务通通砍掉；另一边则是把省下来的每一分钱、每一个工程师都砸向了 18A 和 14A 这两个生死攸关的节点。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20251225193647468v206dog9uz6c8fr\"/><p>图片来源：Intel</p><p><strong>老黄和苏妈的“叛变”？瞄准Intel 14A工艺</strong></p><p>而此次爆料中最重磅的消息，就是NVIDIA 和 AMD 正在评估 Intel 的 14A 工艺节点。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20251225193701441v2069wlta5ra97s\"/><p>图片来源：X</p><p>这事儿之所以离谱，是因为在大家印象里，高端芯片制造市场现在基本就是台积电的天下。老黄和苏妈为了抢台积电的产能，私底下估计没少较劲。但现在情况变了，AI 芯片的需求量大到离谱，台积电就算把机器开出火星子来也供不上。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20251225193702870v206xdpu0jj5uuo\"/><p>图片来源：TSMC</p><p>这时候，Intel 抛出的最大筹码是 14A。按照公开信息，Intel 正在把 14A 作为引入 <a href=\"https://laohu8.com/S/ASML\">ASML</a> High-NA EUV光刻机的核心节点，并且已在产线侧推进 High-NA 设备导入与工艺开发。而且14A 相比现在Intel目前的18A节点，有更强的性能和更低的功耗。对于 NVIDIA 和 AMD 这种做服务器芯片的厂商来说，这简直就是无法拒绝的诱惑。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20251225193705007v2064w0ol9ex785\"/><p>图片来源：Intel</p><p><strong><a href=\"https://laohu8.com/S/AAPL\">苹果</a>的算盘：不仅要芯片，还要封装</strong></p><p>此次爆料还介绍了苹果与Intel的合作，如果说 NVIDIA 和 AMD 是在看“未来”，那苹果（Apple）可能是在解“近渴”。比起还在路上的 14A 工艺，苹果看上的是 Intel 另一项独门绝技——EMIB 先进封装。</p><p>这里得聊聊背景。大家都知道苹果现在正在搞自己的 AI 服务器芯片，代号“Baltra”。苹果最初的设计与台积电的N3 3纳米工艺相关，但问题在于：台积电的产能有限。</p><img src=\"https://mmbiz.qpic.cn/mmbiz_jpg/fAv6yhWCqSpJzib3VBT12jBRmkIibicn889ugbrNZBeuiaSI5icH5gpQC0Zlr75WLOzKic9R2hoW2AlKr9Vtftf0wepg/640?wx_fmt=jpeg&from=appmsg\"/><p>图片来源：Intel</p><p>现在的状况是，苹果纵有千亿现金，也未必能从老黄手里抢走产能。于是，Intel 的 EMIB方案就成了最佳备选。对于急于布局AI 生态的苹果来说，Intel 的代工厂成了他们不被台积电产能“卡脖子”的最后一张底牌。</p><p><strong>结语</strong></p><p>陈立武执掌下的 Intel，正在经历一场极其痛苦的转型。不管是裁员还是砍业务，目的都只有一个：确保 18A 和 14A 能够如期交货。</p><p>现在看来，这个目的正在达成的路上。当台积电在先进制程与先进封装上供给持续吃紧时，客户会天然提高对“产能与交付风险”的敏感度。NVIDIA 担心产能受限，苹果担心受制于单一供应链。在这种情况下，只要 Intel 能提供足够稳健、可量产的替代/补充方案，市场就会愿意给它一次机会。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20251225193727278v206sh28yccocox\"/><p>图片来源：Intel</p><p>当然，这一切的前提是 Intel 这次真的别再掉链子了。如果能拿下苹果和 NVIDIA 的订单，Intel 就不再是一个单纯卖 CPU 的公司，而是会摇身一变，成为和台积电一样的顶级代工厂。这不仅是几十亿美元营收的问题，更是关乎尊严的一战。从目前透露的风声来看，风向确实在变。这一次，Intel 好像真的准备好了。</p></article></body></html>","source":"tencent","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>活久见系列：NVIDIA想找Intel代工？Intel这次好像真要好起来了</title>\n<style 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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活久见系列：NVIDIA想找Intel代工？Intel这次好像真要好起来了\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-12-25 18:49 北京时间 <a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251225202152a6ce9dec&s=b><strong>PConline太平洋...</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>说实话，如果倒退个两三年，你要是跟我说 NVIDIA（英伟达）和 AMD 这两家跟 Intel（英特尔）在市场上杀红了眼的死对头，有一天会排着队去考察 Intel 的晶圆厂，甚至考虑把自家最核心的芯片交给 Intel 来造，我大概率会觉得你喝多了。但科技圈就是这么魔幻，2025 年底的这个冬天，这个被大家戏称为“牙膏厂”的巨头，在现任 CEO 陈立武的治理下，搞不好真要迎来它的“真香”时刻了。事情...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251225202152a6ce9dec&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU2746668974.SGD":"MANULIFE DYNAMIC LEADERS \"AA\" (SGDHDG) ACC","BK4512":"苹果概念","SG9999002232.USD":"Allianz Global High Payout USD","LU1003077747.HKD":"BGF GLOBAL EQUITY INCOME \"A6\" (HKDHDG) INC","SG9999002224.SGD":"Allianz Global High Payout SGD","IE0004091025.USD":"BNY MELLON GLOBAL OPPORTUNITIES \"B\" (USD) ACC","IE00BJJMRX11.SGD":"Janus Henderson Balanced A Acc SGD","SG9999015341.SGD":"United Income Focus Trust Acc SGD-H","LU2083900584.USD":"HSBC GIF US INCOME FOCUSED \"AM2\" (USD) INC","LU2361044949.HKD":"WELLINGTON US QUALITY GROWTH \"A\" (HKD) ACC","LU1934455863.HKD":"AB SICAV I LOW VOLATILITY TOTAL RETURN EQUITY PORT \"A\" (HKD) ACC","LU0472753341.HKD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (HKD) 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陈立武的治理下，搞不好真要迎来它的“真香”时刻了。事情的起因是一位X平台上的用户发出的广发证券的研报的部分内容。这些内容里透露的信息量极大。简单来说，台积电（TSMC）的产能紧张，产业链正在寻找可规模化的备选方案。而在这件事上，Intel 罕见地被摆到了“候选名单”的显眼位置。图片来源：X陈立武的“减法”哲学：瘦身之后，All in 先进工艺在聊具体技术前，先看清 Intel 现在的经营逻辑。与过去那种“既要又要还要”的臃肿状态相比，陈立武上任后更强调聚焦，Intel 开启了彻底的All in：一边是冷酷的全球大裁员和缩减开支，把一切不赚钱、不核心的业务通通砍掉；另一边则是把省下来的每一分钱、每一个工程师都砸向了 18A 和 14A 这两个生死攸关的节点。图片来源：Intel老黄和苏妈的“叛变”？瞄准Intel 14A工艺而此次爆料中最重磅的消息，就是NVIDIA 和 AMD 正在评估 Intel 的 14A 工艺节点。图片来源：X这事儿之所以离谱，是因为在大家印象里，高端芯片制造市场现在基本就是台积电的天下。老黄和苏妈为了抢台积电的产能，私底下估计没少较劲。但现在情况变了，AI 芯片的需求量大到离谱，台积电就算把机器开出火星子来也供不上。图片来源：TSMC这时候，Intel 抛出的最大筹码是 14A。按照公开信息，Intel 正在把 14A 作为引入 ASML High-NA EUV光刻机的核心节点，并且已在产线侧推进 High-NA 设备导入与工艺开发。而且14A 相比现在Intel目前的18A节点，有更强的性能和更低的功耗。对于 NVIDIA 和 AMD 这种做服务器芯片的厂商来说，这简直就是无法拒绝的诱惑。图片来源：Intel苹果的算盘：不仅要芯片，还要封装此次爆料还介绍了苹果与Intel的合作，如果说 NVIDIA 和 AMD 是在看“未来”，那苹果（Apple）可能是在解“近渴”。比起还在路上的 14A 工艺，苹果看上的是 Intel 另一项独门绝技——EMIB 先进封装。这里得聊聊背景。大家都知道苹果现在正在搞自己的 AI 服务器芯片，代号“Baltra”。苹果最初的设计与台积电的N3 3纳米工艺相关，但问题在于：台积电的产能有限。图片来源：Intel现在的状况是，苹果纵有千亿现金，也未必能从老黄手里抢走产能。于是，Intel 的 EMIB方案就成了最佳备选。对于急于布局AI 生态的苹果来说，Intel 的代工厂成了他们不被台积电产能“卡脖子”的最后一张底牌。结语陈立武执掌下的 Intel，正在经历一场极其痛苦的转型。不管是裁员还是砍业务，目的都只有一个：确保 18A 和 14A 能够如期交货。现在看来，这个目的正在达成的路上。当台积电在先进制程与先进封装上供给持续吃紧时，客户会天然提高对“产能与交付风险”的敏感度。NVIDIA 担心产能受限，苹果担心受制于单一供应链。在这种情况下，只要 Intel 能提供足够稳健、可量产的替代/补充方案，市场就会愿意给它一次机会。图片来源：Intel当然，这一切的前提是 Intel 这次真的别再掉链子了。如果能拿下苹果和 NVIDIA 的订单，Intel 就不再是一个单纯卖 CPU 的公司，而是会摇身一变，成为和台积电一样的顶级代工厂。这不仅是几十亿美元营收的问题，更是关乎尊严的一战。从目前透露的风声来看，风向确实在变。这一次，Intel 好像真的准备好了。","news_type":1,"symbols_score_info":{"NVDA":1.93,"INTC":1.95,"04335":1.95,"MACW.SI":0.6,"AAPL":0.9}},"isVote":1,"tweetType":1,"viewCount":73,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":380843735306432,"gmtCreate":1734010464727,"gmtModify":1734010687514,"author":{"id":"3547203927657418","authorId":"3547203927657418","name":"Kimilin","avatar":"https://static.tigerbbs.com/b722a2f3f6e387f48b34b17a0e1ec2be","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3547203927657418","idStr":"3547203927657418"},"themes":[],"htmlText":"一个品牌都卖不好，还3个品牌","listText":"一个品牌都卖不好，还3个品牌","text":"一个品牌都卖不好，还3个品牌","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/380843735306432","repostId":"2490938399","repostType":2,"isVote":1,"tweetType":1,"viewCount":1800,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":978262101,"gmtCreate":1599232544303,"gmtModify":1703818185632,"author":{"id":"3547203927657418","authorId":"3547203927657418","name":"Kimilin","avatar":"https://static.tigerbbs.com/b722a2f3f6e387f48b34b17a0e1ec2be","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3547203927657418","idStr":"3547203927657418"},"themes":[],"htmlText":"<a 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