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DeW
一万一炒到一千万的故事会。
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DeW
DeW
·
07-30 05:42
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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DeW
DeW
·
2024-08-03
$英特尔(INTC)$
现在买因特尔纯赌一把光刻机,我不懂具体制造。但是上一次intel给台积电超越就是装逼的说下了,duv也可以做很好的7nm结果后来他们去做3nm2nm,是euv能接着做2nm3nm。 问题是再往下的呢?制造末期订单全丢。
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DeW
DeW
·
2024-08-02
$蔚来(NIO)$
现在肯定是没有任何机会上涨了,李斌压根不想停止研发投资。不断的烧钱研发布设设施,可能几年之内都不用考虑盈利的问题了。因为压根看不到。
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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 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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":{"NVD":"GraniteShares 2x Short NVDA Daily ETF","INTC":"英特尔","IE0005OL40V9.USD":"JANUS HENDERSON BALANCED \"A6M\" (USD) INC","BK4559":"巴菲特持仓","NVD2.UK":"2X NVIDIA ETP","NVDD":"Direxion Daily NVDA Bear 1X Shares","AAPL":"苹果","LU2290526834.HKD":"BGF NEXT GENERATION TECHNOLOGY \"A2\" (HKDHDG) ACC","3NVD.UK":"LS 3X NVIDIA","NVDS.UK":"LS -1X NVIDIA","LU2023250504.SGD":"Allianz Thematica Cl AMg DIS H2-SGD","LU0557290698.USD":"施罗德环球可持续增长基金","LU1823568750.SGD":"Fidelity Global Technology A-ACC SGD","LU0965508806.USD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"AD\" (USD) INC","MACW.SI":"APPLE 3xLongSG261006","IE00BJLML261.HKD":"HSBC GLOBAL EQUITY INDEX \"HCH\" (HKD) ACC","LU1989764748.USD":"东方汇理环球颠覆性机遇A2 Acc","LU0444971666.USD":"天利全球科技基金","NVIW.SI":"NVDA 3xLongSG261006","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","LU0787776722.HKD":"AB SELECT US EQUITY PORTFOLIO \"A\" (HKD) ACC","LU2552382215.SGD":"WELLINGTON US BRAND POWER \"A\" (SGDHDG) ACC","LU1323610961.USD":"UBS (LUX) EQUITY SICAV - LONG TERM THEMES (USD) \"P\" (USD) ACC","LU2543165471.USD":"E FUND (HK) GLOBAL QUALITY GROWTH \"A\" (USD) ACC","BK4581":"高盛持仓","NVDS":"Tradr 1.5X Short NVDA Daily ETF","LU0265550946.USD":"BGF SYSTEMATIC GLOBAL ENHANCED EQUITY YIELD \"A5\" (USD) INC","LU0079474960.USD":"联博美国增长基金A","NVDU":"Direxion Daily NVDA Bull 2X Shares","NVDA":"英伟达","BK4585":"ETF&股票定投概念","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","LU0511384066.AUD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (AUDHDG) ACC","LU2403377893.USD":"ALLIANZ SELECT INCOME AND GROWTH \"AM\" (USD) INC","LU0215105999.USD":"SCHRODER ISF GLOBAL EQUITY \"A\" ACC","LU2087621335.USD":"ALLSPRING GLOBAL FACTOR ENHANCED EQUITY \"A\" (USD) ACC","LU2168564065.EUR":"AZ ALLOCATION - TREND \"AAZ\" (EUR) ACC","NVDX":"T-REX 2X LONG NVIDIA DAILY TARGET ETF","2NVD.UK":"2X NVIDIA ETP","LU1629891620.HKD":"ALLIANZ INCOME AND GROWTH \"AMG2\" (H2-HKD) INC","LU1046421795.USD":"富达环球科技A-ACC","LU2471134796.USD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (USD) INC","NVDY":"YIELDMAX NVDA OPTION INCOME STRATEGY ETF","LU2458330243.SGD":"FRANKLIN SHARIAH TECHNOLOGY \"A-H1\" (SGDHDG) ACC","LU0820562030.AUD":"ALLIANZ INCOME AND GROWTH \"AMH2\" (AUDHDG) H2 INC","SNVD.UK":"LS -1X NVIDIA","NVD3.UK":"LS 3X NVIDIA","SGXZ31699556.SGD":"UGDP UNITED GLOBAL QUALITY GROWTH \"C\" (SGDHDG) ACC","LU0354030511.USD":"ALLSPRING U.S. LARGE CAP GROWTH \"I\" (USD) ACC"},"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":24,"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":2,"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":67,"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":2,"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 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{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\n</h2>\n\n<h4 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":{"IE00B5949003.HKD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A\" (HKD) ACC","LU1803068979.SGD":"FTIF - Franklin Technology A (acc) SGD-H1","LU0642271901.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD-H","LU0979878070.USD":"FULLERTON LUX FUNDS - ASIA ABSOLUTE ALPHA \"A\" (USD) 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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] !","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/457352677720176","isVote":1,"tweetType":1,"viewCount":2926,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3575261823915715","authorId":"3575261823915715","name":"阿肉","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":0,"idStr":"3575261823915715","authorIdStr":"3575261823915715"},"content":"作为业内人士 本来也觉得他潜力很大 被低估了 但是过去一年接触了一些他们美国的员工 感觉以目前他们清洗原有员工的力度 根本没有前途","text":"作为业内人士 本来也觉得他潜力很大 被低估了 但是过去一年接触了一些他们美国的员工 感觉以目前他们清洗原有员工的力度 根本没有前途","html":"作为业内人士 本来也觉得他潜力很大 被低估了 但是过去一年接触了一些他们美国的员工 感觉以目前他们清洗原有员工的力度 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问题是再往下的呢?制造末期订单全丢。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/334177931706472","isVote":1,"tweetType":1,"viewCount":10059,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":334124876058632,"gmtCreate":1722606395814,"gmtModify":1722607838315,"author":{"id":"3512032956627506","authorId":"3512032956627506","name":"DeW","avatar":"https://static.tigerbbs.com/73b517b102fce41516e0dd44e881246a","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3512032956627506","authorIdStr":"3512032956627506"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$ </a><v-v data-views=\"0\"></v-v>现在肯定是没有任何机会上涨了,李斌压根不想停止研发投资。不断的烧钱研发布设设施,可能几年之内都不用考虑盈利的问题了。因为压根看不到。","listText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$ </a><v-v 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