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DeW
一万一炒到一千万的故事会。
IP属地：广东
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DeW
DeW
·
10-03
短期看空回落30之下，长期看涨50+。 业绩还是要明年开始爆发，25年财报依旧会很难看。
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DeW
DeW
·
09-20
$英特尔(INTC)$
长期看涨，大部分人压根不知道intel为什么研发如此艰难，基本上intel现在单独零跑背部供电技术。 台积电和三星之流，只是在节点上所谓领先。 背部供电量产，相对于当年euv多重曝光制成是一样的，属于必须推进项目没有之几。 等到台积电27年开始风险量产的时候，intel估计就追回市场宝座了。 [微笑] 现在选择intel将会是持有长期预期，至少再看一年上50！27年突破百元。
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DeW
DeW
·
09-16
intel fpga如果买cpu不送，[流泪] 根本没人买。 这年头，都是专用芯片市场。 fpga再等十年吧，算力膨胀之后才会是巨量市场。
33亿美元甩掉Altera包袱 Intel瘦身再砍一刀：成功降本增效
Altera公司之前是全球第一大FPGA芯片厂商，也是Intel代工业务的大客户之一，2015年Intel斥资167亿美元收购了Altera公司，本意是加强数据中心及AI市场竞争力。Altera公司今年上半年给Intel贡献了8.2亿美元收入，毛利率55%，运营费用为3.6亿美元。也就是说甩掉Altera这个包袱之后，今年Intel能少花2亿美元，成功做到了降本增效。
33亿美元甩掉Altera包袱 Intel瘦身再砍一刀：成功降本增效
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DeW
DeW
·
08-27
彻底排除自己在国家安全领域。
英特尔警告：美国政府持有公司10%的股份可能带来风险
限制其获得未来政府补贴的能力。
英特尔警告：美国政府持有公司10%的股份可能带来风险
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DeW
DeW
·
08-12
人没那么傻，强制那几个公司支持intel芯片制造，intel逆转财报起码是五六倍利润。 [可爱]而且还可以打出振新美国制造的感情牌。 然后又可以在社交媒体上说，谁叫你们不支持国家。
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DeW
DeW
·
08-08
川普比普金还牛逼 [笑哭]
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DeW
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
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。
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
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DeW
DeW
·
07-25
intel不做大而全的，就做高级制造就好了。
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DeW
DeW
·
07-24
[微笑] 但是intel营收没少[呆住] ，谁撒谎了？
十年河东十年河西！AMD终结Intel服务器CPU独大地位：从2%到50%只用了8年
根据PassMark服务器CPU市场占有率调查数据，AMD在服务器CPU市场的份额已与竞争对手Intel持平，达到惊人的 50%。这代表着AMD在数据中心CPU领域拿下了一定的市场需求，并终结了Intel数十年来在该市场的主导地位。报道指出，2017年AMD在服务器CPU市场的占比仅为约2%，主要原因是当时产品竞争力不足。AMD正是抓住了Intel这种迟缓的势头，才得以在服务器CPU领域实现了大规模的复苏。
十年河东十年河西！AMD终结Intel服务器CPU独大地位：从2%到50%只用了8年
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DeW
DeW
·
07-17
$英特尔(INTC)$
18a不景气量产只有55%不足以外部代工啊。 18a-p也是还没看到影子，现在买英特尔纯豪赌。 但是我赌了[愤怒] ！
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业绩还是要明年开始爆发，25年财报依旧会很难看。","listText":"短期看空回落30之下，长期看涨50+。 业绩还是要明年开始爆发，25年财报依旧会很难看。","text":"短期看空回落30之下，长期看涨50+。 业绩还是要明年开始爆发，25年财报依旧会很难看。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/485122210984832","isVote":1,"tweetType":1,"viewCount":178,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":480355784012136,"gmtCreate":1758298366045,"gmtModify":1758298368917,"author":{"id":"3512032956627506","authorId":"3512032956627506","name":"DeW","avatar":"https://static.tigerbbs.com/73b517b102fce41516e0dd44e881246a","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3512032956627506","authorIdStr":"3512032956627506"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$ </a><v-v data-views=\"1\"></v-v> 长期看涨，大部分人压根不知道intel为什么研发如此艰难，基本上intel现在单独零跑背部供电技术。 台积电和三星之流，只是在节点上所谓领先。 背部供电量产，相对于当年euv多重曝光制成是一样的，属于必须推进项目没有之几。 等到台积电27年开始风险量产的时候，intel估计就追回市场宝座了。 [微笑] 现在选择intel将会是持有长期预期，至少再看一年上50！27年突破百元。","listText":"<a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$ </a><v-v data-views=\"1\"></v-v> 长期看涨，大部分人压根不知道intel为什么研发如此艰难，基本上intel现在单独零跑背部供电技术。 台积电和三星之流，只是在节点上所谓领先。 背部供电量产，相对于当年euv多重曝光制成是一样的，属于必须推进项目没有之几。 等到台积电27年开始风险量产的时候，intel估计就追回市场宝座了。 [微笑] 现在选择intel将会是持有长期预期，至少再看一年上50！27年突破百元。","text":"$英特尔(INTC)$ 长期看涨，大部分人压根不知道intel为什么研发如此艰难，基本上intel现在单独零跑背部供电技术。 台积电和三星之流，只是在节点上所谓领先。 背部供电量产，相对于当年euv多重曝光制成是一样的，属于必须推进项目没有之几。 等到台积电27年开始风险量产的时候，intel估计就追回市场宝座了。 [微笑] 现在选择intel将会是持有长期预期，至少再看一年上50！27年突破百元。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/480355784012136","isVote":1,"tweetType":1,"viewCount":2158,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3495002759494258","authorId":"3495002759494258","name":"寂寞的演奏家","avatar":"https://static.tigerbbs.com/9027c93e57bb45c8170d7860486ffda7","crmLevel":1,"crmLevelSwitch":0,"idStr":"3495002759494258","authorIdStr":"3495002759494258"},"content":"英特尔为什么不自己制造A18","text":"英特尔为什么不自己制造A18","html":"英特尔为什么不自己制造A18"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":479043368538560,"gmtCreate":1757972649103,"gmtModify":1757972652261,"author":{"id":"3512032956627506","authorId":"3512032956627506","name":"DeW","avatar":"https://static.tigerbbs.com/73b517b102fce41516e0dd44e881246a","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3512032956627506","authorIdStr":"3512032956627506"},"themes":[],"htmlText":"intel fpga如果买cpu不送，[流泪] 根本没人买。 这年头，都是专用芯片市场。 fpga再等十年吧，算力膨胀之后才会是巨量市场。","listText":"intel fpga如果买cpu不送，[流泪] 根本没人买。 这年头，都是专用芯片市场。 fpga再等十年吧，算力膨胀之后才会是巨量市场。","text":"intel fpga如果买cpu不送，[流泪] 根本没人买。 这年头，都是专用芯片市场。 fpga再等十年吧，算力膨胀之后才会是巨量市场。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/479043368538560","repostId":"2567110135","repostType":2,"repost":{"id":"2567110135","kind":"news","pubTimestamp":1757945213,"share":"https://www.laohu8.com/m/news/2567110135?lang=&edition=full","pubTime":"2025-09-15 22:06","market":"us","language":"zh","title":"33亿美元甩掉Altera包袱 Intel瘦身再砍一刀：成功降本增效","url":"https://stock-news.laohu8.com/highlight/detail?id=2567110135","media":"快科技","summary":"Altera公司之前是全球第一大FPGA芯片厂商，也是Intel代工业务的大客户之一，2015年Intel斥资167亿美元收购了Altera公司，本意是加强数据中心及AI市场竞争力。Altera公司今年上半年给Intel贡献了8.2亿美元收入，毛利率55%，运营费用为3.6亿美元。也就是说甩掉Altera这个包袱之后，今年Intel能少花2亿美元，成功做到了降本增效。","content":"<html><body><article><p>快科技9月15日消息，Intel公司这两年来一直在缩减非核心业务，今年的一大举措就是将10年前收购的Altera公司出售51%股权。</p><p>Altera公司之前是全球第一大FPGA芯片厂商，也是Intel代工业务的大客户之一，2015年Intel斥资167亿美元收购了Altera公司，本意是加强数据中心及AI市场竞争力。</p><p>不过FPGA在AI市场并没有火起来，Intel这两年想要甩掉Altera这个包袱，今年初最终跟<a href=\"https://laohu8.com/S/SLR.AU\">Silver Lake</a>资本财团达成了协议，<strong>交易价值33亿美元，要比10年前收购金额大幅缩水。</strong></p><p>Intel将出售Altera公司51%的股权，保留49%的股权，公司将独立运营，并计划在2026年IPO上市，类似之前对自驾芯片业务Mobileye的处置，也是拆分独立运营后上市。</p><p>Altera公司今年上半年给Intel贡献了8.2亿美元收入，毛利率55%，运营费用为3.6亿美元。</p><p>现在处置完之后，Intel宣布交易完成的9月12日之后公司不再计入Altera的业绩，不过Q3季度的财报中还会包含截至9月11日的Altera业绩。</p><p>与此同时，在这笔交易完成之后，Intel也更新监管文件，<strong>将今年的非GAAP规则下运营费用从170亿美元减少到了168亿美元。</strong></p><p>也就是说甩掉Altera这个包袱之后，今年Intel能少花2亿美元，成功做到了降本增效。</p><p>Intel还重申2026年的非GAAP运营费用降至160亿美元的目标不变，这意味着明年还得继续削减成本。</p><p>另外要说一句，Intel过去十几年来大手笔收购的业务下场似乎都不太好，Altera和Mobileye甚至还不是最坏的结果，谁还记得当年77亿美元收购了安全软件McAfee公司这事吗？</p><img src=\"https://fid-75186.picgzc.qpic.cn/20250915221613690d1638308k523xq8\"/></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 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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\">\n33亿美元甩掉Altera包袱 Intel瘦身再砍一刀：成功降本增效\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-09-15 22:06 北京时间 <a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250915221617a4c79f5a&s=b><strong>快科技</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>快科技9月15日消息，Intel公司这两年来一直在缩减非核心业务，今年的一大举措就是将10年前收购的Altera公司出售51%股权。Altera公司之前是全球第一大FPGA芯片厂商，也是Intel代工业务的大客户之一，2015年Intel斥资167亿美元收购了Altera公司，本意是加强数据中心及AI市场竞争力。不过FPGA在AI市场并没有火起来，Intel这两年想要甩掉Altera这个包袱，...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250915221617a4c79f5a&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU2148611432.USD":"AZ ALLOCATION BALANCED BRAVE \"AAZ\" (USDHDG) ACC","BK4529":"IDC概念","BK4602":"量子计算概念","BK4575":"芯片概念","LU0081259029.USD":"UBS (LUX) EQUITY FUND - TECH OPPORTUNITY \"P\" (USD) ACC","LU2543165471.USD":"E FUND (HK) GLOBAL QUALITY GROWTH \"A\" (USD) 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Lake资本财团达成了协议，交易价值33亿美元，要比10年前收购金额大幅缩水。Intel将出售Altera公司51%的股权，保留49%的股权，公司将独立运营，并计划在2026年IPO上市，类似之前对自驾芯片业务Mobileye的处置，也是拆分独立运营后上市。Altera公司今年上半年给Intel贡献了8.2亿美元收入，毛利率55%，运营费用为3.6亿美元。现在处置完之后，Intel宣布交易完成的9月12日之后公司不再计入Altera的业绩，不过Q3季度的财报中还会包含截至9月11日的Altera业绩。与此同时，在这笔交易完成之后，Intel也更新监管文件，将今年的非GAAP规则下运营费用从170亿美元减少到了168亿美元。也就是说甩掉Altera这个包袱之后，今年Intel能少花2亿美元，成功做到了降本增效。Intel还重申2026年的非GAAP运营费用降至160亿美元的目标不变，这意味着明年还得继续削减成本。另外要说一句，Intel过去十几年来大手笔收购的业务下场似乎都不太好，Altera和Mobileye甚至还不是最坏的结果，谁还记得当年77亿美元收购了安全软件McAfee公司这事吗？","news_type":1,"symbols_score_info":{"INTC":1}},"isVote":1,"tweetType":1,"viewCount":212,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":471859954053800,"gmtCreate":1756231677207,"gmtModify":1756244300578,"author":{"id":"3512032956627506","authorId":"3512032956627506","name":"DeW","avatar":"https://static.tigerbbs.com/73b517b102fce41516e0dd44e881246a","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3512032956627506","authorIdStr":"3512032956627506"},"themes":[],"htmlText":"彻底排除自己在国家安全领域。","listText":"彻底排除自己在国家安全领域。","text":"彻底排除自己在国家安全领域。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/471859954053800","repostId":"1100922576","repostType":2,"repost":{"id":"1100922576","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":1756216653,"share":"https://www.laohu8.com/m/news/1100922576?lang=&edition=full","pubTime":"2025-08-26 21:57","market":"us","language":"zh","title":"英特尔警告：美国政府持有公司10%的股份可能带来风险","url":"https://stock-news.laohu8.com/highlight/detail?id=1100922576","media":"老虎资讯综合","summary":"限制其获得未来政府补贴的能力。","content":"<html><head></head><body><p>周二， <a href=\"https://laohu8.com/S/INTC\">英特尔</a> 盘初跌超1%。消息面上，英特尔警告，美国政府持有公司10%的股份可能会给其业务带来风险，不仅可能损害其国际销售，还会限制其获得未来政府补贴的能力。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/50261ebb6d3f46cfa5e225fe0bfb870c\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p></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\" />\n<title>英特尔警告：美国政府持有公司10%的股份可能带来风险</title>\n<style 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}\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; 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href=\"https://laohu8.com/S/INTC\">英特尔</a> 盘初跌超1%。消息面上，英特尔警告，美国政府持有公司10%的股份可能会给其业务带来风险，不仅可能损害其国际销售，还会限制其获得未来政府补贴的能力。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/50261ebb6d3f46cfa5e225fe0bfb870c\" title=\"\" 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":"1100922576","content_text":"周二， 英特尔 盘初跌超1%。消息面上，英特尔警告，美国政府持有公司10%的股份可能会给其业务带来风险，不仅可能损害其国际销售，还会限制其获得未来政府补贴的能力。","news_type":1,"symbols_score_info":{"INTC":1.1}},"isVote":1,"tweetType":1,"viewCount":360,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":466925209121296,"gmtCreate":1755012738937,"gmtModify":1755015054195,"author":{"id":"3512032956627506","authorId":"3512032956627506","name":"DeW","avatar":"https://static.tigerbbs.com/73b517b102fce41516e0dd44e881246a","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3512032956627506","authorIdStr":"3512032956627506"},"themes":[],"htmlText":"人没那么傻，强制那几个公司支持intel芯片制造，intel逆转财报起码是五六倍利润。 [可爱]而且还可以打出振新美国制造的感情牌。 然后又可以在社交媒体上说，谁叫你们不支持国家。","listText":"人没那么傻，强制那几个公司支持intel芯片制造，intel逆转财报起码是五六倍利润。 [可爱]而且还可以打出振新美国制造的感情牌。 然后又可以在社交媒体上说，谁叫你们不支持国家。","text":"人没那么傻，强制那几个公司支持intel芯片制造，intel逆转财报起码是五六倍利润。 [可爱]而且还可以打出振新美国制造的感情牌。 然后又可以在社交媒体上说，谁叫你们不支持国家。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/466925209121296","isVote":1,"tweetType":1,"viewCount":473,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":465129460228512,"gmtCreate":1754582618610,"gmtModify":1754582911194,"author":{"id":"3512032956627506","authorId":"3512032956627506","name":"DeW","avatar":"https://static.tigerbbs.com/73b517b102fce41516e0dd44e881246a","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3512032956627506","authorIdStr":"3512032956627506"},"themes":[],"htmlText":"川普比普金还牛逼 [笑哭]","listText":"川普比普金还牛逼 [笑哭]","text":"川普比普金还牛逼 [笑哭]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/465129460228512","isVote":1,"tweetType":1,"viewCount":317,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":462055649603976,"gmtCreate":1753825355765,"gmtModify":1753825357412,"author":{"id":"3512032956627506","authorId":"3512032956627506","name":"DeW","avatar":"https://static.tigerbbs.com/73b517b102fce41516e0dd44e881246a","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3512032956627506","authorIdStr":"3512032956627506"},"themes":[],"htmlText":"近年来，为几的好消息。","listText":"近年来，为几的好消息。","text":"近年来，为几的好消息。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":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":"sg","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{ 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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":{"NVDY":"YIELDMAX NVDA OPTION INCOME STRATEGY ETF","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","LU2403377893.USD":"ALLIANZ SELECT INCOME AND GROWTH \"AM\" (USD) INC","LU0511384066.AUD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (AUDHDG) ACC","LU2087621335.USD":"ALLSPRING GLOBAL FACTOR ENHANCED EQUITY \"A\" (USD) ACC","LU2168564065.EUR":"AZ ALLOCATION - TREND \"AAZ\" (EUR) ACC","LU1629891620.HKD":"ALLIANZ INCOME AND GROWTH \"AMG2\" (H2-HKD) INC","NVDD":"Direxion Daily NVDA Bear 1X Shares","BK4559":"巴菲特持仓","LU2471134796.USD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (USD) 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ETF"},"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":370,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":460516575674472,"gmtCreate":1753440296907,"gmtModify":1753440298932,"author":{"id":"3512032956627506","authorId":"3512032956627506","name":"DeW","avatar":"https://static.tigerbbs.com/73b517b102fce41516e0dd44e881246a","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3512032956627506","authorIdStr":"3512032956627506"},"themes":[],"htmlText":"intel不做大而全的，就做高级制造就好了。","listText":"intel不做大而全的，就做高级制造就好了。","text":"intel不做大而全的，就做高级制造就好了。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/460516575674472","isVote":1,"tweetType":1,"viewCount":467,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":460198201925840,"gmtCreate":1753362438530,"gmtModify":1753362655727,"author":{"id":"3512032956627506","authorId":"3512032956627506","name":"DeW","avatar":"https://static.tigerbbs.com/73b517b102fce41516e0dd44e881246a","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3512032956627506","authorIdStr":"3512032956627506"},"themes":[],"htmlText":"[微笑] 但是intel营收没少[呆住] ，谁撒谎了？","listText":"[微笑] 但是intel营收没少[呆住] ，谁撒谎了？","text":"[微笑] 但是intel营收没少[呆住] ，谁撒谎了？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/460198201925840","repostId":"2553204442","repostType":2,"repost":{"id":"2553204442","kind":"news","pubTimestamp":1753326744,"share":"https://www.laohu8.com/m/news/2553204442?lang=&edition=full","pubTime":"2025-07-24 11:12","market":"us","language":"zh","title":"十年河东十年河西！AMD终结Intel服务器CPU独大地位：从2%到50%只用了8年","url":"https://stock-news.laohu8.com/highlight/detail?id=2553204442","media":"快科技","summary":"根据PassMark服务器CPU市场占有率调查数据，AMD在服务器CPU市场的份额已与竞争对手Intel持平，达到惊人的 50%。这代表着AMD在数据中心CPU领域拿下了一定的市场需求，并终结了Intel数十年来在该市场的主导地位。报道指出，2017年AMD在服务器CPU市场的占比仅为约2%，主要原因是当时产品竞争力不足。AMD正是抓住了Intel这种迟缓的势头，才得以在服务器CPU领域实现了大规模的复苏。","content":"<html><body><article><p>快科技7月24日消息，十年河东十年河西，<strong>除了在消费CPU市场大杀<a href=\"https://laohu8.com/S/601126\">四方</a>，服务器CPU市场上AMD也一举终结了<a href=\"https://laohu8.com/S/INTC\">Intel</a>多年以来的独大地位。</strong></p><p>根据PassMark服务器CPU<span>市场占有率</span>调查数据，<strong>AMD在服务器CPU市场的份额已与竞争对手Intel持平，达到惊人的 50%。</strong></p><p>这代表着AMD在数据中心CPU领域拿下了一定的市场需求，并终结了Intel数十年来在该市场的主导地位。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20250724111559946d2062gfag4waaky\"/><p>报道指出，<strong>2017年AMD在服务器CPU市场的占比仅为约2%，主要原因是当时产品竞争力不足。当时，Intel份额几乎达到了98%，一家独大。</strong></p><p>在短短几年内，AMD的市场占比就跃升到目前的50%，这一显著进步主要归功于其EPYC服务器CPU产品线的竞争力明显提升，特别是导入Zen架构的EPYC Naples系列，成功吸引了客户的青睐。</p><p>报道称，<strong>与AMD的上升趋势形成鲜明对比的是，Intel在过去几个季度一直表现低迷。 主要是由于其领导层变动，以及未能产品发展达到市场预期。</strong></p><p>尽管Intel Xeon平台在架构上有所进步，但客户越来越倾向于在他们的数据中心部署AMD的处理器。</p><p>另外，Intel在AI领域的表现也并不<a href=\"https://laohu8.com/S/LI\">理想</a>，未能及早把握市场热潮。Intel现任CEO陈立武也承认，该公司在产业标准方面大幅落后，甚至未进入前十大半导体公司之列。</p><p>AMD正是抓住了Intel这种迟缓的势头，才得以在服务器CPU领域实现了大规模的复苏。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20250724111605530d206z0gu4q3xie8\"/></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>十年河东十年河西！AMD终结Intel服务器CPU独大地位：从2%到50%只用了8年</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{ 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class=\"meta\">\n\n\n2025-07-24 11:12 北京时间 <a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025072411161294b758c9&s=b><strong>快科技</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>快科技7月24日消息，十年河东十年河西，除了在消费CPU市场大杀四方，服务器CPU市场上AMD也一举终结了Intel多年以来的独大地位。根据PassMark服务器CPU市场占有率调查数据，AMD在服务器CPU市场的份额已与竞争对手Intel持平，达到惊人的 50%。这代表着AMD在数据中心CPU领域拿下了一定的市场需求，并终结了Intel数十年来在该市场的主导地位。报道指出，2017年AMD在...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025072411161294b758c9&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0082616367.USD":"摩根大通美国科技A（dist）","BK4534":"瑞士信贷持仓","BK4141":"半导体产品","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","INTC":"英特尔","BK4533":"AQR资本管理(全球第二大对冲基金)","LU1803068979.SGD":"FTIF - Franklin Technology A (acc) SGD-H1","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) 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