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- 心扬起帆心扬起帆
  ·07-22
  $英特尔(INTC)$ 这周四业绩还用期待吗？必然拉垮，都没新产品，其他的又缺乏竞争力。
  586 评论
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- 心扬起帆心扬起帆
  ·07-08
  $英特尔(INTC)$ 这是怎么了？
  563 评论
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- 心扬起帆心扬起帆
  ·07-03
  有设备就去做啊，真是奇怪，手上两台可以14a的光刻机两年了没产品，都怀疑他们工程师水平
  英特尔“断臂求生”：押注14A先进制程，与台积电争抢大客户
  拟停止18A制程对外销售。
  英特尔“断臂求生”：押注14A先进制程，与台积电争抢大客户
  484 评论
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- 心扬起帆心扬起帆
  ·07-03
  有14a设备就想着怎么生产相应产品啊，还18a，耽误事，总是落后半拍才没希望！你要有设备生产不出产品，那你就真是垃圾
  英特尔跌超5%，考虑调整晶圆厂代工战略，可能损失数亿美元
  考虑对于新的代工客户跳过18A制造工艺。
  英特尔跌超5%，考虑调整晶圆厂代工战略，可能损失数亿美元
  627 评论
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- 心扬起帆心扬起帆
  ·04-08
  $英特尔(INTC)$ 这是要退市吗
  1,355 评论
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- 心扬起帆心扬起帆
  ·04-04
  $纳斯达克100指数(NDX)$ 毁灭吧
  738 评论
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- 心扬起帆心扬起帆
  ·03-10
  $纳斯达克(.IXIC)$ 看看，小特干的
  849 评论
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- 心扬起帆心扬起帆
  ·03-08
  $美元指数(USDindex.FOREX)$ 放弃霸权就是放弃霸权溢价。
  779 评论
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- 心扬起帆心扬起帆
  ·03-06
  $美元指数(USDindex.FOREX)$ 美元不值钱了，美的强势地位溢价没有了。干得好
  1,338 1
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- 心扬起帆心扬起帆
  ·2024-11-12
  $台积电(TSM)$ 一个吃独食的少点订单影响大吗？
  2,657 评论
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这是怎么了？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/454444838334848","isVote":1,"tweetType":1,"viewCount":563,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":452563869475720,"gmtCreate":1751512552810,"gmtModify":1751512554588,"author":{"id":"3461973206861478","authorId":"3461973206861478","name":"心扬起帆","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3461973206861478","authorIdStr":"3461973206861478"},"themes":[],"htmlText":"有设备就去做啊，真是奇怪，手上两台可以14a的光刻机两年了没产品，都怀疑他们工程师水平","listText":"有设备就去做啊，真是奇怪，手上两台可以14a的光刻机两年了没产品，都怀疑他们工程师水平","text":"有设备就去做啊，真是奇怪，手上两台可以14a的光刻机两年了没产品，都怀疑他们工程师水平","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/452563869475720","repostId":"1155206455","repostType":2,"repost":{"id":"1155206455","kind":"news","pubTimestamp":1751445517,"share":"https://www.laohu8.com/m/news/1155206455?lang=&edition=full","pubTime":"2025-07-02 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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英特尔“断臂求生”：押注14A先进制程，与台积电争抢大客户\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-07-02 16:38 北京时间&nbsp;&nbsp;&nbsp;<a href=https://www.zhitongcaijing.com/content/detail/1312973.html><strong>智通财经网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>据知情人士透露，英特尔新任首席执行官陈立武正酝酿对合同制造业务实施重大战略调整，试图通过聚焦更先进制程技术争夺大客户订单。这项与前任CEO帕特·基辛格路线形成鲜明对比的计划，可能使这家芯片巨头面临数十亿美元的资产减记风险。自今年3月接掌帅印以来，陈立武已启动多轮成本削减措施。知情人士称，至6月其管理团队已形成新共识：基辛格时期重金押注的18A制程工艺在市场推广中遭遇阻力。该制程开发耗资数十亿美元，...</p>\n\n<a href=\"https://www.zhitongcaijing.com/content/detail/1312973.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c74be4c2a08964ef2daf32217f693b44","relate_stocks":{"INTC":"英特尔"},"source_url":"https://www.zhitongcaijing.com/content/detail/1312973.html","is_english":false,"share_image_url":"https://static.laohu8.com/6ca2dcdccfa2217fb20a0351f4efe814","article_id":"1155206455","content_text":"据知情人士透露，英特尔新任首席执行官陈立武正酝酿对合同制造业务实施重大战略调整，试图通过聚焦更先进制程技术争夺大客户订单。这项与前任CEO帕特·基辛格路线形成鲜明对比的计划，可能使这家芯片巨头面临数十亿美元的资产减记风险。自今年3月接掌帅印以来，陈立武已启动多轮成本削减措施。知情人士称，至6月其管理团队已形成新共识：基辛格时期重金押注的18A制程工艺在市场推广中遭遇阻力。该制程开发耗资数十亿美元，若停止向外部客户推广，英特尔或将被迫进行数亿至数十亿美元规模的资产减值处理。尽管公司方面拒绝就\"假设性场景\"置评，但承认18A制程的核心客户始终是英特尔自身，采用该工艺生产的Panther Lake笔记本芯片计划于2025年量产，公司称其为\"美国史上最先进的自研处理器\"。在代工业务拓展层面，英特尔正面临台积电N2制程量产带来的竞争压力。消息人士指出，陈立武已将战略重心转向更先进的14A制程，认为该技术有望超越台积电当前水平，为此正筹备向苹、英伟达等台积电核心客户递出\"橄榄枝\"。不过这项激进计划面临执行挑战：14A制程的量产时间表仍存不确定性，而英特尔内部芯片订单已排期在客户订单之前。董事会层面，关于是否彻底放弃18A制程对外销售的决策程序正在推进。消息人士透露，相关方案最快将于本月提交董事会审议，但鉴于涉及巨额投资调整，最终决议可能推迟至秋季会议。公司声明强调，管理团队正聚焦\"强化路线图、重建客户信任及改善财务表现\"，已明确战略重点并准备采取\"必要扭转措施\"。财务数据显示，这家曾创下1986年以来首次年度亏损的芯片巨头，预计2024年净亏损将达188亿美元。在移动计算与人工智能浪潮中错失先机的英特尔，此刻正试图通过技术代际跨越重夺制造优势。18A制程采用的全新供电方案与晶体管技术，曾被寄予比肩台积电N3制程的期望，但行业分析师认为其实际性能或仅相当于台积电2022年量产的N3技术。值得注意的是，英特尔已承诺为亚马逊和微软生产特定18A制程芯片，这部分订单不受战略调整影响。公司表示将持续履行客户承诺，同时根据主要客户需求定制14A制程技术。这场代工业务转向的背后，是陈立武利用其三十余年芯片行业人脉资源进行的战略重构，其成效或将决定英特尔能否在先进制程竞争中重新掌握话语权。","news_type":1,"symbols_score_info":{"INTC":1.1}},"isVote":1,"tweetType":1,"viewCount":484,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":452522994831608,"gmtCreate":1751502387035,"gmtModify":1751507238896,"author":{"id":"3461973206861478","authorId":"3461973206861478","name":"心扬起帆","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3461973206861478","authorIdStr":"3461973206861478"},"themes":[],"htmlText":"有14a设备就想着怎么生产相应产品啊，还18a，耽误事，总是落后半拍才没希望！你要有设备生产不出产品，那你就真是垃圾","listText":"有14a设备就想着怎么生产相应产品啊，还18a，耽误事，总是落后半拍才没希望！你要有设备生产不出产品，那你就真是垃圾","text":"有14a设备就想着怎么生产相应产品啊，还18a，耽误事，总是落后半拍才没希望！你要有设备生产不出产品，那你就真是垃圾","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/452522994831608","repostId":"1185048089","repostType":2,"repost":{"id":"1185048089","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1751465135,"share":"https://www.laohu8.com/m/news/1185048089?lang=&edition=full","pubTime":"2025-07-02 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22:05</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>周三，英特尔开盘后快速下挫，盘中跌超5%。据消息人士透露，英特尔首席执行官正在考虑改变其晶圆厂代工业务的战略。其正在考虑对于新的代工客户跳过18A制造工艺，直接采用14A工艺。英特尔董事会预计将在本月讨论针对代工客户的18A制造工艺的未来。分析人士表示，18A代工业务的资产减记可能使英特尔损失数亿美元。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/674e56b1e9bcfd2ea9a69ca93bfd5933\" tg-width=\"560\" tg-height=\"240\"/></p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c74be4c2a08964ef2daf32217f693b44","relate_stocks":{"INTC":"英特尔"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1185048089","content_text":"周三，英特尔开盘后快速下挫，盘中跌超5%。据消息人士透露，英特尔首席执行官正在考虑改变其晶圆厂代工业务的战略。其正在考虑对于新的代工客户跳过18A制造工艺，直接采用14A工艺。英特尔董事会预计将在本月讨论针对代工客户的18A制造工艺的未来。分析人士表示，18A代工业务的资产减记可能使英特尔损失数亿美元。","news_type":1,"symbols_score_info":{"INTC":1.1}},"isVote":1,"tweetType":1,"viewCount":627,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":421977613877648,"gmtCreate":1744042112032,"gmtModify":1744042114920,"author":{"id":"3461973206861478","authorId":"3461973206861478","name":"心扬起帆","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3461973206861478","authorIdStr":"3461973206861478"},"themes":[],"htmlText":"<a 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