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MarkPines
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IP属地:北京
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MarkPines
2021-02-23
$极光(JG)$
我感觉这已经不像是主力打压了,美股盘前基本跳水,有种股灾将要到来的恐怖😱,有没有和我一样的感觉,不知道还要不要抄底。
MarkPines
2021-02-05
$猎豹移动(CMCM)$
我第一眼看见猎豹机器人,就没啥喜欢的,创新在哪,吸引点在哪,一个平板语音系统告诉大家这是机器人,我是不能接受的,如果你能做出个像日本那样的美女机器人,我会毫不犹豫买进去
MarkPines
2021-02-23
$Aphria Inc.(APHA)$
$Sundial Growers Inc.(SNDL)$
我感觉这已经不像是主力打压了,美股盘前基本跳水,有种股灾将要到来的恐怖😱,有没有和我一样的感觉,不知道还要不要抄底。
MarkPines
2021-03-24
$快手-W(01024)$
快手真不怎么样,和抖音同样是做短视频,抖音才是年轻人的最爱,早晚快手会被抖音挤死,像我身边的人都不喜欢快手,都喜欢玩抖音,快手急于上市明显就是奔着套现退市。
MarkPines
2021-02-16
$Tilray Inc.(TLRY)$
今天tilray股价已经算是底部了,今天适当买进,我预测tilray明天大涨,因为tilray明天直播财报,说明了是为了做好吸引投资者,如果财报为亏损的话,就没必要搞直播,所以我赌明天tilray大涨。
MarkPines
2021-03-10
$Aphria Inc.(APHA)$
$Tilray Inc.(TLRY)$
大利好,今晚涨停
MarkPines
2021-02-23
$老虎证券(TIGR)$
$拼多多(PDD)$
$百度(BIDU)$
感觉股灾要来了,要逃还是抄底
MarkPines
2021-03-12
$老虎证券(TIGR)$
$富途控股(FUTU)$
是因为美债收益率暴涨才跌的吗
MarkPines
10-20 20:57
$Chime Financial, Inc.(CHYM)$
风浪越大鱼越贵,堪比摩根银行的数字银行,严重低估。
MarkPines
10-20 19:04
$Chime Financial, Inc.(CHYM)$
利好,目标价40
MarkPines
2021-02-09
$Sundial Growers Inc.(SNDL)$
此股已经废了,看看tilray的涨势,还是割肉出局吧,大好的行情不涨就是亏损
MarkPines
2021-04-09
$Tilray Inc.(TLRY)$
$fuboTV Inc.(FUBO)$
$Aphria Inc.(APHA)$
下周两只麻姐开始合并,坐等起飞🚀🚀
MarkPines
2021-04-28
$特斯拉(TSLA)$
特斯拉在中国已经没有人敢买了,这就等于失去了中国的市场。没了中国市场的加持,特斯拉面临瓶颈。
MarkPines
2021-03-02
$Property Solutions Acquisition Corp(PSAC)$
投机套现泡沫严重,谁动谁凉
MarkPines
2021-02-12
$Tilray Inc.(TLRY)$
今天的大跌在我看来,并不是散户的抛售所致,是因为公司今天解禁了一个多亿股份导致的。
MarkPines
2021-03-08
$Tilray Inc.(TLRY)$
美债收益率飙升,今晚大盘危险了
MarkPines
2021-03-01
$Property Solutions Acquisition Corp(PSAC)$
首先法拉第未来如果量产也已经不香了,毕竟是第一代产品,价格不仅贵,诟病肯定还很多,各大新能源汽车在不断推出新品,然而它就算量产也已经out了
MarkPines
2021-02-05
$猎豹移动(CMCM)$
新进来的散户这个价格你们是看好公司的潜力,还是为了赚买菜钱,究竟值不值得买,还是要冷静分析价值投资
MarkPines
2021-03-01
$Tilray Inc.(TLRY)$
今晚要起飞了,all in
MarkPines
2021-01-28
$游戏驿站(GME)$
把机构打的跪下来叫爸爸
去老虎APP查看更多动态
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href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$ </a><v-v data-views=\"0\"></v-v> 目前看是在吹嘘,如果工艺真牛的话,都去排队了,大客户之前调查18a工艺后,都撤场了,转头选择台积电,说明工艺堪忧。之前陈立武宣布要解散18a团队,被特朗普警告。说明其实陈立武不怎么看好18a制造,最后向特朗普妥协,选择18a制造工艺,而不是台积电,无疑是英特尔选择最错误的道路。","listText":"<a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$ </a><v-v data-views=\"0\"></v-v> 目前看是在吹嘘,如果工艺真牛的话,都去排队了,大客户之前调查18a工艺后,都撤场了,转头选择台积电,说明工艺堪忧。之前陈立武宣布要解散18a团队,被特朗普警告。说明其实陈立武不怎么看好18a制造,最后向特朗普妥协,选择18a制造工艺,而不是台积电,无疑是英特尔选择最错误的道路。","text":"$英特尔(INTC)$ 目前看是在吹嘘,如果工艺真牛的话,都去排队了,大客户之前调查18a工艺后,都撤场了,转头选择台积电,说明工艺堪忧。之前陈立武宣布要解散18a团队,被特朗普警告。说明其实陈立武不怎么看好18a制造,最后向特朗普妥协,选择18a制造工艺,而不是台积电,无疑是英特尔选择最错误的道路。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/488750980722832","isVote":1,"tweetType":1,"viewCount":1528,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3512032956627506","authorId":"3512032956627506","name":"DeW","avatar":"https://static.tigerbbs.com/73b517b102fce41516e0dd44e881246a","crmLevel":4,"crmLevelSwitch":0,"idStr":"3512032956627506","authorIdStr":"3512032956627506"},"content":"领先的是14a而不是18a,现在intel内部两个机器在同步开发,euv的18a 和 h euv的18a-p。真正intel有接单能力的也是18a-p和未来的14a。","text":"领先的是14a而不是18a,现在intel内部两个机器在同步开发,euv的18a 和 h euv的18a-p。真正intel有接单能力的也是18a-p和未来的14a。","html":"领先的是14a而不是18a,现在intel内部两个机器在同步开发,euv的18a 和 h 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10:23","market":"us","language":"zh","title":"英特尔2nm亮相,质疑声一浪高过一浪","url":"https://stock-news.laohu8.com/highlight/detail?id=2574675204","media":"芯工厂","summary":"英特尔的意外亮相,正值晶圆代工巨头台积电和三星准备推出2nm级产品之际。这项消息标志全球首次正式量产2nm级芯片,被视为英特尔的重大回归,近年来,英特尔在先进芯片制造领域一直落后于亚洲竞争对手。业界专家对英特尔的代工仍持谨慎态度,并指出今年早些时候,该公司先进制程良率仅为10%左右,举步维艰。台积电今年上半年2nm制程的良率已超过60%。","content":"<html><body><article><p><a href=\"https://laohu8.com/S/INTC\">英特尔</a>传出在下一代芯片竞赛中超越<a href=\"https://laohu8.com/S/SSNLF\">三星电子</a>和<a href=\"https://laohu8.com/S/TSM\">台积电</a>,宣布量产1.8nm芯片(相当于台积电和<a href=\"https://laohu8.com/S/SMSN.UK\">三星</a>的2nm),加剧全球最先进芯片代工领域的竞争。</p><p>业界专家对英特尔的代工仍持谨慎态度,尤其是良率有待提升,并且攸关英特尔最重要的还有两关键因素,即产量和确保大型科技客户的问题。</p><p>英特尔发布Panther Lake CPU架构,这是首款基于18A制程构建的AI PC平台,该架构今年晚些时候应用于笔记型电脑。</p><p>据称,这款新芯片将在位于亚利桑那州的Ocotillo Fab 52工厂生产,并将以英特尔酷睿Ultra系列3的品牌推出。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20251012102646835v152427da01ghht\"/><p>英特尔的意外亮相,正值晶圆代工巨头台积电和三星准备推出2nm级产品之际。此前,只有这两家亚洲芯片制造商能够生产用5nm以下制程的芯片。</p><p>这项消息标志全球首次正式量产2nm级芯片,被视为英特尔的重大回归,近年来,英特尔在先进芯片制造领域一直落后于亚洲竞争对手。</p><p>业界专家对英特尔的代工仍持谨慎态度,并指出今年早些时候,该公司先进制程良率仅为10%左右,举步维艰。</p><p>通常情况下,稳定的量产需要70%到80%的良率。</p><p>台积电今年上半年2nm制程的良率已超过60%。三星也提高了良率,但尚未宣布全面投产。</p><p>最重要的因素是产量,其次是确保大型科技客户。</p><p>提高良率并非易事,但如果英特尔真的这么做了,就说明他们有多拼命。这是他们唯一的出路。</p><p>AI半导体如今已成为业界最关键的产品,英特尔别无选择,只能彻底重塑自我,否则生存将举步维艰。</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>英特尔2nm亮相,质疑声一浪高过一浪</title>\n<style 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href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251012102652a45b5093&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4512":"苹果概念","BK4543":"AI","BK4527":"明星科技股","INTC":"英特尔","BK4534":"瑞士信贷持仓","BK4585":"ETF&股票定投概念","BK4141":"半导体产品","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4602":"量子计算概念","BK4529":"IDC概念","BK4575":"芯片概念","LU0081259029.USD":"UBS (LUX) EQUITY FUND - TECH OPPORTUNITY \"P\" (USD) ACC","BK4535":"淡马锡持仓","BK4612":"AI芯片","BK4515":"5G概念","LU2543165471.USD":"E FUND (HK) GLOBAL QUALITY GROWTH \"A\" (USD) ACC","BK4579":"人工智能","BK4588":"碎股","BK4550":"红杉资本持仓","BK4605":"半导体精选","LU2148611432.USD":"AZ ALLOCATION BALANCED BRAVE \"AAZ\" (USDHDG) ACC","LU0321505868.SGD":"Schroder ISF Global Dividend Maximiser A Dis SGD","LU0321505439.SGD":"Schroder ISF Global Dividend Maximiser A Acc SGD","BK4554":"元宇宙及AR概念"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251012102652a45b5093&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2574675204","content_text":"英特尔传出在下一代芯片竞赛中超越三星电子和台积电,宣布量产1.8nm芯片(相当于台积电和三星的2nm),加剧全球最先进芯片代工领域的竞争。业界专家对英特尔的代工仍持谨慎态度,尤其是良率有待提升,并且攸关英特尔最重要的还有两关键因素,即产量和确保大型科技客户的问题。英特尔发布Panther Lake CPU架构,这是首款基于18A制程构建的AI PC平台,该架构今年晚些时候应用于笔记型电脑。据称,这款新芯片将在位于亚利桑那州的Ocotillo Fab 52工厂生产,并将以英特尔酷睿Ultra系列3的品牌推出。英特尔的意外亮相,正值晶圆代工巨头台积电和三星准备推出2nm级产品之际。此前,只有这两家亚洲芯片制造商能够生产用5nm以下制程的芯片。这项消息标志全球首次正式量产2nm级芯片,被视为英特尔的重大回归,近年来,英特尔在先进芯片制造领域一直落后于亚洲竞争对手。业界专家对英特尔的代工仍持谨慎态度,并指出今年早些时候,该公司先进制程良率仅为10%左右,举步维艰。通常情况下,稳定的量产需要70%到80%的良率。台积电今年上半年2nm制程的良率已超过60%。三星也提高了良率,但尚未宣布全面投产。最重要的因素是产量,其次是确保大型科技客户。提高良率并非易事,但如果英特尔真的这么做了,就说明他们有多拼命。这是他们唯一的出路。AI半导体如今已成为业界最关键的产品,英特尔别无选择,只能彻底重塑自我,否则生存将举步维艰。","news_type":1,"symbols_score_info":{"INTC":1.5}},"isVote":1,"tweetType":1,"viewCount":122,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":488668872401016,"gmtCreate":1760331411579,"gmtModify":1760334260876,"author":{"id":"3549487556426766","authorId":"3549487556426766","name":"MarkPines","avatar":"https://static.tigerbbs.com/c7754e71f0f99436dac8476152159e35","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3549487556426766","authorIdStr":"3549487556426766"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$ </a><v-v data-views=\"0\"></v-v> 作为一个消费者,芯片价格很贵,宁可多加几百块钱买台积电,也不愿买这个试验品,如果跟酷睿10一样,出现不良的bug,那真是血本无归。英特尔首先要做的是争取大家的信任,而不是为了造梦。","listText":"<a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$ </a><v-v data-views=\"0\"></v-v> 作为一个消费者,芯片价格很贵,宁可多加几百块钱买台积电,也不愿买这个试验品,如果跟酷睿10一样,出现不良的bug,那真是血本无归。英特尔首先要做的是争取大家的信任,而不是为了造梦。","text":"$英特尔(INTC)$ 作为一个消费者,芯片价格很贵,宁可多加几百块钱买台积电,也不愿买这个试验品,如果跟酷睿10一样,出现不良的bug,那真是血本无归。英特尔首先要做的是争取大家的信任,而不是为了造梦。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/488668872401016","isVote":1,"tweetType":1,"viewCount":1040,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3548067245836441","authorId":"3548067245836441","name":"Danielzhou","avatar":"https://static.tigerbbs.com/9f9bc0b6446bc592fa8515981fa51f69","crmLevel":9,"crmLevelSwitch":1,"idStr":"3548067245836441","authorIdStr":"3548067245836441"},"content":"价值投资往后少少,英特尔现在是美国战略资源,特靠谱等他破50呢。等破50,你说的也获得信任了","text":"价值投资往后少少,英特尔现在是美国战略资源,特靠谱等他破50呢。等破50,你说的也获得信任了","html":"价值投资往后少少,英特尔现在是美国战略资源,特靠谱等他破50呢。等破50,你说的也获得信任了"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":488669204082744,"gmtCreate":1760331367389,"gmtModify":1760334260580,"author":{"id":"3549487556426766","authorId":"3549487556426766","name":"MarkPines","avatar":"https://static.tigerbbs.com/c7754e71f0f99436dac8476152159e35","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3549487556426766","authorIdStr":"3549487556426766"},"themes":[],"htmlText":"作为一个消费者,芯片价格很贵,宁可多加几百块钱买台积电,也不愿买这个试验品,如果跟酷睿10一样,出现不良的bug,那真是血本无归。英特尔首先要做的是争取大家的信任,而不是为了造梦。","listText":"作为一个消费者,芯片价格很贵,宁可多加几百块钱买台积电,也不愿买这个试验品,如果跟酷睿10一样,出现不良的bug,那真是血本无归。英特尔首先要做的是争取大家的信任,而不是为了造梦。","text":"作为一个消费者,芯片价格很贵,宁可多加几百块钱买台积电,也不愿买这个试验品,如果跟酷睿10一样,出现不良的bug,那真是血本无归。英特尔首先要做的是争取大家的信任,而不是为了造梦。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/488669204082744","repostId":"2574030171","repostType":2,"repost":{"id":"2574030171","kind":"news","pubTimestamp":1760101919,"share":"https://www.laohu8.com/m/news/2574030171?lang=&edition=full","pubTime":"2025-10-10 21:11","market":"us","language":"zh","title":"全美第一个2nm级工艺 Intel 18A已过第一道关:除了胜利别无选择","url":"https://stock-news.laohu8.com/highlight/detail?id=2574030171","media":"快科技","summary":"快科技10月10日消息,Intel昨晚推出了Panther lake及Clearwater Forest两代产品,都使用了18A工艺,这是全美第一个2nm级别的先进工艺。这两款产品不论性能还是能效,表现还是不错的,Intel表示相比Intel 3工艺,18A每瓦性能提升15%,密度提升了30%。18A工艺至少会用在未来三代产品中,Intel之前的说法是2030年之前都会继续打磨18A工艺,还会有增强版18A工艺。","content":"<html><body><article><p>快科技10月10日消息,Intel昨晚推出了Panther lake及Clearwater Forest两代产品,都使用了18A工艺,这是全美第一个2nm级别的先进工艺。</p><p>实际上放在全球来说,<strong><a href=\"https://laohu8.com/S/TSM\">台积电</a>的2nm工艺产品还没有产品发布,Intel应该算是全球第一个推出2nm级工艺的半导体大厂,</strong>多年来被台积电、<a href=\"https://laohu8.com/S/SMSN.UK\">三星</a>领先压得喘不过来气的局面总算缓解一点了。</p><p>这两款产品不论性能还是能效,表现还是不错的,Intel表示相比Intel 3工艺,18A每瓦性能提升15%,密度提升了30%。</p><p>18A工艺至少会用在未来三代产品中,Intel之前的说法是2030年之前都会继续打磨18A工艺,还会有增强版18A工艺。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20251010213453696d163hyqy2qqsaj7\"/><p>18A工艺的芯片正式上市还要等明年1月份之后,但是整体下来可以说18A工艺已经过了第一道关——从工厂试产走向规模化量产,这背后是良率的提升,产能的爬坡等一系列问题的解决。</p><p>早些时候有传闻称18A的良率只有10%,现在来看这已经不攻而破,<strong>通常来说稳定生产需要70%以上的良率才能谈商业价值,否则成本高到无法接受。</strong></p><p>不过Intel的18A也不是万事大吉了,代工业务不能只靠Intel自己的产品使用,还要有大客户采用才行,近期<a href=\"https://laohu8.com/S/AMD\">AMD</a>、OpenAI及NVIDIA对Intel代工的态度都很谨慎,双方是有接洽,但下单太早了。</p><p>韩国Sangmyung大学系统半导体工程教授Lee Jong-hwan表示,不断提升良率是Intel唯一的出路,他们已经别无选择,只能重塑自己,否则生存会很困难。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20251010213454688d163kvimmgjh2ou\"/></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>全美第一个2nm级工艺 Intel 18A已过第一道关:除了胜利别无选择</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{ 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.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全美第一个2nm级工艺 Intel 18A已过第一道关:除了胜利别无选择\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-10-10 21:11 北京时间 <a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251010213455a6b316d0&s=b><strong>快科技</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>快科技10月10日消息,Intel昨晚推出了Panther lake及Clearwater Forest两代产品,都使用了18A工艺,这是全美第一个2nm级别的先进工艺。实际上放在全球来说,台积电的2nm工艺产品还没有产品发布,Intel应该算是全球第一个推出2nm级工艺的半导体大厂,多年来被台积电、三星领先压得喘不过来气的局面总算缓解一点了。这两款产品不论性能还是能效,表现还是不错的,Intel...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251010213455a6b316d0&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4588":"碎股","BK4550":"红杉资本持仓","BK4605":"半导体精选","BK4575":"芯片概念","INTC":"英特尔","LU0321505439.SGD":"Schroder ISF Global Dividend Maximiser A Acc SGD","BK4554":"元宇宙及AR概念","BK4512":"苹果概念","BK4543":"AI","BK4527":"明星科技股","BK4585":"ETF&股票定投概念","BK4141":"半导体产品","BK4534":"瑞士信贷持仓","BK4515":"5G概念","LU0321505868.SGD":"Schroder ISF Global Dividend Maximiser A Dis SGD","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4602":"量子计算概念","BK4529":"IDC概念","LU2148611432.USD":"AZ ALLOCATION BALANCED BRAVE \"AAZ\" (USDHDG) ACC","LU0081259029.USD":"UBS (LUX) EQUITY FUND - TECH OPPORTUNITY \"P\" (USD) ACC","BK4535":"淡马锡持仓","BK4579":"人工智能","LU2543165471.USD":"E FUND (HK) GLOBAL QUALITY GROWTH \"A\" (USD) ACC","BK4612":"AI芯片"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251010213455a6b316d0&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2574030171","content_text":"快科技10月10日消息,Intel昨晚推出了Panther lake及Clearwater Forest两代产品,都使用了18A工艺,这是全美第一个2nm级别的先进工艺。实际上放在全球来说,台积电的2nm工艺产品还没有产品发布,Intel应该算是全球第一个推出2nm级工艺的半导体大厂,多年来被台积电、三星领先压得喘不过来气的局面总算缓解一点了。这两款产品不论性能还是能效,表现还是不错的,Intel表示相比Intel 3工艺,18A每瓦性能提升15%,密度提升了30%。18A工艺至少会用在未来三代产品中,Intel之前的说法是2030年之前都会继续打磨18A工艺,还会有增强版18A工艺。18A工艺的芯片正式上市还要等明年1月份之后,但是整体下来可以说18A工艺已经过了第一道关——从工厂试产走向规模化量产,这背后是良率的提升,产能的爬坡等一系列问题的解决。早些时候有传闻称18A的良率只有10%,现在来看这已经不攻而破,通常来说稳定生产需要70%以上的良率才能谈商业价值,否则成本高到无法接受。不过Intel的18A也不是万事大吉了,代工业务不能只靠Intel自己的产品使用,还要有大客户采用才行,近期AMD、OpenAI及NVIDIA对Intel代工的态度都很谨慎,双方是有接洽,但下单太早了。韩国Sangmyung大学系统半导体工程教授Lee Jong-hwan表示,不断提升良率是Intel唯一的出路,他们已经别无选择,只能重塑自己,否则生存会很困难。","news_type":1,"symbols_score_info":{"INTC":1.5}},"isVote":1,"tweetType":1,"viewCount":93,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":487691110810072,"gmtCreate":1760073912722,"gmtModify":1760075547956,"author":{"id":"3549487556426766","authorId":"3549487556426766","name":"MarkPines","avatar":"https://static.tigerbbs.com/c7754e71f0f99436dac8476152159e35","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3549487556426766","authorIdStr":"3549487556426766"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$ </a><v-v data-views=\"0\"></v-v> 如果选在台积电,或许价格早已经起飞,cpu购选单是英特尔,而不是amd。","listText":"<a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$ </a><v-v data-views=\"0\"></v-v> 如果选在台积电,或许价格早已经起飞,cpu购选单是英特尔,而不是amd。","text":"$英特尔(INTC)$ 如果选在台积电,或许价格早已经起飞,cpu购选单是英特尔,而不是amd。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/487691110810072","isVote":1,"tweetType":1,"viewCount":561,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":487692559528040,"gmtCreate":1760073835013,"gmtModify":1760075548020,"author":{"id":"3549487556426766","authorId":"3549487556426766","name":"MarkPines","avatar":"https://static.tigerbbs.com/c7754e71f0f99436dac8476152159e35","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3549487556426766","authorIdStr":"3549487556426766"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$ </a><v-v data-views=\"0\"></v-v>反正其实不会买英特尔的18a制造芯片,宁可买amd的,这种东西没有保障。","listText":"<a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$ </a><v-v data-views=\"0\"></v-v>反正其实不会买英特尔的18a制造芯片,宁可买amd的,这种东西没有保障。","text":"$英特尔(INTC)$ 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