农场主爱吃红薯的个人主页 - 老虎社区

农场主爱吃红薯

农场主爱吃红薯

再高明的看法也需要时间去实现。

IP属地：上海

17关注

9粉丝

4主题

0勋章

农场主爱吃红薯

2021-02-04

$趣头条(QTT)$买了就涨，坑死了

农场主爱吃红薯

2025-05-16

$小米集团-W(01810)$ 汽车还能卖的动吗？

农场主爱吃红薯

2024-10-07

$老虎证券(TIGR)$ 87%换手率。就是说大部分都获利抛盘了。

农场主爱吃红薯

2024-05-21

$纳斯达克(.IXIC)$ 之前因为什么连跌了十个月？

农场主爱吃红薯

2021-07-08

$滴滴(DIDI)$现在买不就是给大股东垫背吗？

农场主爱吃红薯

2021-02-19

$Sundial Growers Inc.(SNDL)$重点推荐这个小票。不管是长期持有还是短期小炒真是一个不错的机会。

农场主爱吃红薯

2021-03-16

$富途控股(FUTU)$坏消息就是买入信号，好消息就是卖出信号。

农场主爱吃红薯

2021-02-19

$富途控股(FUTU)$之后国家竞争力越来越强，外汇管制会越来越松。富途和老虎，我看好你们。

农场主爱吃红薯

2021-02-06

$趣头条(QTT)$我已经全仓

去老虎APP查看更多动态

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2025年1月到4月纳指为什么跌？","text":"$纳指100ETF(QQQ)$ 2025年1月到4月纳指为什么跌？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/467266466500688","isVote":1,"tweetType":1,"viewCount":2101,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":464730679972152,"gmtCreate":1754484451362,"gmtModify":1754484453033,"author":{"id":"3573447022831354","authorId":"3573447022831354","name":"农场主爱吃红薯","avatar":"https://static.tigerbbs.com/bcd91e252d48be860c035cc769346187","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573447022831354","authorIdStr":"3573447022831354"},"themes":[],"htmlText":"台积电一家独大也不是好事","listText":"台积电一家独大也不是好事","text":"台积电一家独大也不是好事","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/464730679972152","repostId":"2557034931","repostType":2,"repost":{"id":"2557034931","kind":"highlight","weMediaInfo":{"introduction":"追踪全球财经热点，精选影响您财富的资讯，投资理财必备神器！","home_visible":1,"media_name":"华尔街见闻","id":"1084101182","head_image":"https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e"},"pubTimestamp":1754445561,"share":"https://www.laohu8.com/m/news/2557034931?lang=zh_CN&edition=full","pubTime":"2025-08-06 09:59","market":"fut","language":"zh","title":"赛道Hyper | 陈立武手术刀再次切下","url":"https://stock-news.laohu8.com/highlight/detail?id=2557034931","media":"华尔街见闻","summary":"这次，三高管出局。","content":"<html><body><p>作者：周源/华尔街见闻</p><p><a href=\"https://laohu8.com/S/INTC\">英特尔</a>近期再现高层人事变动。</p><p>公开消息显示，英特尔旗下三位在晶圆代工业务中具有举足轻重地位的高层——技术开发部门（TDG）企业副总裁 Kaizad Mistry和Ryan Russell，以及设计技术平台部门的企业副总裁 Gary Patton即将离职。</p><p>随着新CEO陈立武推动英特尔战略全面转型，此次人事变动无疑为英特尔的发展之路又增添了几分不确定性。</p><p>Kaizad Mistry在英特尔任职时间超过20年（2001年入职），毕业于美国麻省理工学院电子工程专业。加入英特尔后，Mistry从基层工程师，逐步晋升至英特尔逻辑技术开发小组副总裁和当前的技术开发部门企业副总裁，全程参与英特尔从22nm到7nm工艺技术的研发。</p><p>从实际工作表现看，Mistry参与主导的10nm工艺，量产时间较<a href=\"https://laohu8.com/S/TSM\">台积电</a>同代工艺晚了约24个月，这使得英特尔在先进制程上落后于台积电。</p><p>当时，台积电的10nm工艺已稳定供应<a href=\"https://laohu8.com/S/AAPL\">苹果</a>等大客户，而英特尔的10nm芯片迟迟未能大规模上市，不仅影响自身产品竞争力，也让其晶圆代工业务在争取外部订单时处于不利地位；7nm工艺的量产时间表也多次调整，影响了英特尔的整体技术竞争力。</p><p>虽然制程工艺是一项系统工程，不能将全部责任归于个人，但Mistry作为部门领导人，毕竟仍要承担责任。</p><p>Ryan Russell拥有斯坦福大学博士学位，据称目前也已到了退休年龄。Russell也是英特尔技术开发部门核心高管，专长在于将前沿技术与市场需求相结合，制定切实可行的技术战略。</p><p>但是，Russell推动的先进封装技术，虽然在技术层面取得部分进展，比如混合键合技术在连接密度和数据传输速度上有了提升，但从市场实际表现来看，并未给英特尔的晶圆代工业务带来根本性的改变。</p><p>Gary Patton拥有加利福尼亚大学洛杉矶分校（UCLA）电子工程学士学位，斯坦福大学电子工程硕士和博士学位，在半导体行业有至少超过30年的从业经验，先后在<a href=\"https://laohu8.com/S/IBM\">IBM</a>和格罗方德担任半导体研究与发展中心副总裁和CTO职务，为IEEE（国际电气与电子工程师协会：Institute of Electrical and Electronics Engineers）会士，是业界公认的资深专家。</p><p>2018年Patton加入英特尔后，职责包括为晶圆代工客户提供完整的设计平台解决方案，涵盖制程设计套件（PDK）开发、EDA工具支持验证、IP函式库建立与设计规范制定等。这一切的核心其实是客户拓展和维护。</p><p>由于英特尔先进制程工艺落后，故而Patton的客户拓展成绩也并不显著：英特尔代工业务的主要客户集中在传统PC和服务器芯片领域，而AI芯片、高端移动芯片等近年来增长迅速的市场中，却未能取得突破性进展。</p><p>抛开技术竞争力不足的因素，英特尔客户服务体系的响应速度和灵活性也有较大问题。</p><p>陈立武承认英特尔组织体系臃肿，对客户需求响应效率低下，反应速度迟缓；Patton作为英特尔IF业务客户沟通的桥梁和合作的推动者，在客观技术差距和市场竞争弱势面前，其工作成果有限，这是不争的事实。</p><p>因此，这三人离职，实际上可以看成陈立武改革英特尔组织结构的最新动作。</p><p>据公开消息显示，英特尔同时在重新考量负责制定制造流程的技术开发部门架构的合理性；此后还有计划缩编产能规划团队，并裁撤部分工程团队人力。</p><p>不仅如此，英特尔技术开发执行副总裁Ann Kelleher也将于在年内退休。</p><p>旧人哭，新人笑，那么新人是谁？</p><p>Naga Chandrasekaran（印裔）是此次人事调整中被委以重任的关键人物，其职权已扩展至技术开发与制造业务，这意味着他将在很大程度上主导英特尔晶圆代工业务的后续发展。</p><p>此人在英特尔前任CEO帕特·基辛格任期内就被延揽至英特尔麾下，任职英特尔全球营运长；此轮人事调整后，陈立武将之职权范围扩展至技术开发与制造业务，整合了技术研发和商业化量产，任务是提升良率、缩短制程导入时程，并强化制程一致性。</p><p>英特尔另一位资深高管Navid Shahriari此次也得以被重用。</p><p>Shahriari升任英特尔执行副总裁，领导封装与测试解决方案集团（PTSG：Package and Test Solutions Group），专注于芯片后端生产，负责组装测试技术开发、芯片制造/制造运营、组装测试制造以及C4晶圆分选等组织，致力于开发新的多芯片集成技术，并将其从实验室快速推向量产。</p><p>PTSG是个新部门，是英特尔在芯片制造后端环节的核心组织，整合了封装测试技术开发、制造运营、多芯片集成等关键业务，旨在强化英特尔在先进封装（如3D堆叠和Chiplet等）和测试领域的竞争力，推动从技术研发到量产的快速落地。</p><p>此前，Shahriari已被陈立武确定为Ann Kelleher的继任者。</p><p>在全球半导体产业竞争日益激烈的背景下，陈立武改造英特尔架构的“工程”，仍在继续推进中，市场是不是还会继续给陈立武更多时间？这是一个问题。</p></body></html>","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\" 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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赛道Hyper | 陈立武手术刀再次切下\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-08-06 09:59 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3752740><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>作者：周源/华尔街见闻英特尔近期再现高层人事变动。公开消息显示，英特尔旗下三位在晶圆代工业务中具有举足轻重地位的高层——技术开发部门（TDG）企业副总裁 Kaizad Mistry和Ryan Russell，以及设计技术平台部门的企业副总裁 Gary Patton即将离职。随着新CEO陈立武推动英特尔战略全面转型，此次人事变动无疑为英特尔的发展之路又增添了几分不确定性。Kaizad Mistry在...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3752740\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"IE0004091025.USD":"BNY MELLON GLOBAL OPPORTUNITIES \"B\" (USD) ACC","LU2471134952.CNY":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (CNYHDG) INC","LU2294711713.HKD":"BNP PARIBAS ENERGY TRANSITION \"C\" (HKD) ACC","LU2471134879.HKD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (HKD) INC","LU0056508442.USD":"贝莱德世界科技基金A2","INTC":"英特尔","LU2054465674.USD":"UBS (LUX) KEY SELEC SICAV DIGITAL TRANSFORMATION T \"P\" (USD) ACC","LU0823414551.USD":"BNP PARIBAS ENERGY TRANSITION \"C\" (USD) INC","IE00BQXX3D17.EUR":"GUINNESS GLOBAL INNOVATORS \"C\" (EUR) ACC","BK4512":"苹果概念","LU2471134523.USD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (USD) ACC","LU0541501648.USD":"ALLSPRING  EMERGING MARKETS EQUITY \"A\" (USD) ACC","TDG":"TransDigm","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","LU2458330169.SGD":"FRANKLIN SHARIAH 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(USD) ACC","LU0359201612.USD":"贝莱德中国基金A2","BK4612":"AI芯片","LU1803068979.SGD":"FTIF - Franklin Technology A (acc) SGD-H1","LU2237443622.USD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A Acc USD","LU0353189680.USD":"富国美国全盘成长基金Cl A Acc","SGXZ81514606.USD":"大华环球创新基金A Acc USD","LU1989764664.SGD":"CPR Invest - Global Disruptive Opportunities A2 Acc SGD-H","LU2023250504.SGD":"Allianz Thematica Cl AMg DIS H2-SGD","LU1023057109.AUD":"BGF CHINA \"A2\" (AUDHDG) ACC","LU0889566641.SGD":"FTSF - Templeton Shariah Global Equity A Acc SGD","LU2028103732.USD":"ALLIANZ GLOBAL SUSTAINABILITY \"AMG\" (USD) INC","LU0158827781.USD":" ALLIANZ GLOBAL SUSTAINABILITY \"AT\" (USD) ACC","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","BK4548":"巴美列捷福持仓","SG9999000418.SGD":"Aberdeen Standard Global Technology SGD","LU0238689110.USD":"贝莱德环球动力股票基金"},"source_url":"https://wallstreetcn.com/articles/3752740","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2557034931","content_text":"作者：周源/华尔街见闻英特尔近期再现高层人事变动。公开消息显示，英特尔旗下三位在晶圆代工业务中具有举足轻重地位的高层——技术开发部门（TDG）企业副总裁 Kaizad Mistry和Ryan Russell，以及设计技术平台部门的企业副总裁 Gary Patton即将离职。随着新CEO陈立武推动英特尔战略全面转型，此次人事变动无疑为英特尔的发展之路又增添了几分不确定性。Kaizad Mistry在英特尔任职时间超过20年（2001年入职），毕业于美国麻省理工学院电子工程专业。加入英特尔后，Mistry从基层工程师，逐步晋升至英特尔逻辑技术开发小组副总裁和当前的技术开发部门企业副总裁，全程参与英特尔从22nm到7nm工艺技术的研发。从实际工作表现看，Mistry参与主导的10nm工艺，量产时间较台积电同代工艺晚了约24个月，这使得英特尔在先进制程上落后于台积电。当时，台积电的10nm工艺已稳定供应苹果等大客户，而英特尔的10nm芯片迟迟未能大规模上市，不仅影响自身产品竞争力，也让其晶圆代工业务在争取外部订单时处于不利地位；7nm工艺的量产时间表也多次调整，影响了英特尔的整体技术竞争力。虽然制程工艺是一项系统工程，不能将全部责任归于个人，但Mistry作为部门领导人，毕竟仍要承担责任。Ryan Russell拥有斯坦福大学博士学位，据称目前也已到了退休年龄。Russell也是英特尔技术开发部门核心高管，专长在于将前沿技术与市场需求相结合，制定切实可行的技术战略。但是，Russell推动的先进封装技术，虽然在技术层面取得部分进展，比如混合键合技术在连接密度和数据传输速度上有了提升，但从市场实际表现来看，并未给英特尔的晶圆代工业务带来根本性的改变。Gary Patton拥有加利福尼亚大学洛杉矶分校（UCLA）电子工程学士学位，斯坦福大学电子工程硕士和博士学位，在半导体行业有至少超过30年的从业经验，先后在IBM和格罗方德担任半导体研究与发展中心副总裁和CTO职务，为IEEE（国际电气与电子工程师协会：Institute of Electrical and Electronics Engineers）会士，是业界公认的资深专家。2018年Patton加入英特尔后，职责包括为晶圆代工客户提供完整的设计平台解决方案，涵盖制程设计套件（PDK）开发、EDA工具支持验证、IP函式库建立与设计规范制定等。这一切的核心其实是客户拓展和维护。由于英特尔先进制程工艺落后，故而Patton的客户拓展成绩也并不显著：英特尔代工业务的主要客户集中在传统PC和服务器芯片领域，而AI芯片、高端移动芯片等近年来增长迅速的市场中，却未能取得突破性进展。抛开技术竞争力不足的因素，英特尔客户服务体系的响应速度和灵活性也有较大问题。陈立武承认英特尔组织体系臃肿，对客户需求响应效率低下，反应速度迟缓；Patton作为英特尔IF业务客户沟通的桥梁和合作的推动者，在客观技术差距和市场竞争弱势面前，其工作成果有限，这是不争的事实。因此，这三人离职，实际上可以看成陈立武改革英特尔组织结构的最新动作。据公开消息显示，英特尔同时在重新考量负责制定制造流程的技术开发部门架构的合理性；此后还有计划缩编产能规划团队，并裁撤部分工程团队人力。不仅如此，英特尔技术开发执行副总裁Ann Kelleher也将于在年内退休。旧人哭，新人笑，那么新人是谁？Naga Chandrasekaran（印裔）是此次人事调整中被委以重任的关键人物，其职权已扩展至技术开发与制造业务，这意味着他将在很大程度上主导英特尔晶圆代工业务的后续发展。此人在英特尔前任CEO帕特·基辛格任期内就被延揽至英特尔麾下，任职英特尔全球营运长；此轮人事调整后，陈立武将之职权范围扩展至技术开发与制造业务，整合了技术研发和商业化量产，任务是提升良率、缩短制程导入时程，并强化制程一致性。英特尔另一位资深高管Navid Shahriari此次也得以被重用。Shahriari升任英特尔执行副总裁，领导封装与测试解决方案集团（PTSG：Package and Test Solutions Group），专注于芯片后端生产，负责组装测试技术开发、芯片制造/制造运营、组装测试制造以及C4晶圆分选等组织，致力于开发新的多芯片集成技术，并将其从实验室快速推向量产。PTSG是个新部门，是英特尔在芯片制造后端环节的核心组织，整合了封装测试技术开发、制造运营、多芯片集成等关键业务，旨在强化英特尔在先进封装（如3D堆叠和Chiplet等）和测试领域的竞争力，推动从技术研发到量产的快速落地。此前，Shahriari已被陈立武确定为Ann Kelleher的继任者。在全球半导体产业竞争日益激烈的背景下，陈立武改造英特尔架构的“工程”，仍在继续推进中，市场是不是还会继续给陈立武更多时间？这是一个问题。","news_type":1,"symbols_score_info":{"INTC":0.9,"03145":0.6,"TDG":1}},"isVote":1,"tweetType":1,"viewCount":1877,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":460382672339832,"gmtCreate":1753407487361,"gmtModify":1753407488560,"author":{"id":"3573447022831354","authorId":"3573447022831354","name":"农场主爱吃红薯","avatar":"https://static.tigerbbs.com/bcd91e252d48be860c035cc769346187","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573447022831354","authorIdStr":"3573447022831354"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/09887\">$维立志博-B(09887)$</a> 估计要连涨五六天了","listText":"<a 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