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英特尔赢麻了？苹果评估18A-P、谷歌看上EMIB、特斯拉已签14A

4月28日，据TrendForce消息，$苹果$据报道正在评估采用英特尔18A-P制程生产M系列芯片，$谷歌$则在考量借助英特尔EMIB先进封装技术推进TPU v8e项目，与此同时，$特斯拉$已确认将采用英特尔下一代14A制程，用于其位于奥斯汀的Terafab AI综合体。特斯拉签约14A，英特尔代工首位外部客户落定相较于苹果和谷歌的评估阶段，特斯拉与英特尔的合作已进入确认状态。

英特尔赢麻了？苹果评估18A-P、谷歌看上EMIB、特斯拉已签14A

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16:09","market":"us","language":"zh","title":"英特尔赢麻了？苹果评估18A-P、谷歌看上EMIB、特斯拉已签14A","url":"https://stock-news.laohu8.com/highlight/detail?id=1180375470","media":"华尔街见闻","summary":"4月28日，据TrendForce消息，$苹果$据报道正在评估采用英特尔18A-P制程生产M系列芯片，$谷歌$则在考量借助英特尔EMIB先进封装技术推进TPU v8e项目，与此同时，$特斯拉$已确认将采用英特尔下一代14A制程，用于其位于奥斯汀的Terafab AI综合体。特斯拉签约14A，英特尔代工首位外部客户落定相较于苹果和谷歌的评估阶段，特斯拉与英特尔的合作已进入确认状态。","content":"<html><head></head><body><p><a href=\"https://laohu8.com/S/INTC\">英特尔</a>代工业务正迎来久违的多线突破。</p><p style=\"text-align: left;\">4月28日，据TrendForce消息，<strong><a href=\"https://laohu8.com/S/AAPL\">苹果</a>据报道正在评估采用英特尔18A-P制程生产M系列芯片，<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>则在考量借助英特尔EMIB先进封装技术推进TPU v8e项目</strong>，与此同时，<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>已确认将采用英特尔下一代14A制程，用于其位于奥斯汀的Terafab AI综合体。</p><p style=\"text-align: left;\">多重利好信号叠加，令英特尔代工业务的复苏叙事愈发清晰。据华尔街见闻文章提及，在上周的财报电话会议上，英特尔CEO Lip-Bu Tan指出，随着推理与智能体AI规模扩张，服务器CPU需求正在回暖，CPU与GPU的配比已从此前约1:8的水平向1:1靠拢，这一结构性转变直接提振了外界对英特尔代工平台的兴趣。</p><p style=\"text-align: left;\">财务层面，最新财报显示，英特尔代工部门一季度运营亏损收窄至24亿美元，环比改善7200万美元，良率提升是主要驱动因素。</p><h2 id=\"id_1262025866\" style=\"text-align: left;\">苹果、谷歌据报评估英特尔平台</h2><p style=\"text-align: left;\">据媒体援引供应链消息人士报道，<strong>苹果正在评估将M系列芯片引入英特尔18A-P节点，谷歌则在探索利用英特尔EMIB（嵌入式多芯片互联桥接）先进封装技术用于TPU v8e项目，相关产品最早或于2027年落地。</strong></p><p style=\"text-align: left;\">需要指出的是，上述信息目前仍属媒体报道层面，尚未获得苹果或谷歌官方证实，相关评估是否最终转化为订单仍存在不确定性。</p><p style=\"text-align: left;\">尽管如此，这一报道本身已具有重要的信号意义。报道指出，有分析认为，全球AI芯片需求激增正推动客户寻求第二供应来源，这一趋势显著提升了英特尔代工的战略地位。</p><blockquote><p style=\"text-align: left;\">对于长期依赖单一代工来源的大型科技公司而言，供应链多元化的诉求在当前地缘政治与产能竞争背景下愈发迫切。</p></blockquote><h2 id=\"id_3461911896\" style=\"text-align: left;\">特斯拉签约14A，英特尔代工首位外部客户落定</h2><p style=\"text-align: left;\">相较于苹果和谷歌的评估阶段，<strong>特斯拉与英特尔的合作已进入确认状态。</strong></p><p style=\"text-align: left;\">据路透社报道，马斯克表示，<strong>特斯拉计划采用英特尔下一代14A制程</strong>，为其位于德克萨斯州奥斯汀的Terafab AI综合体生产专用芯片。</p><p style=\"text-align: left;\">这一合作使特斯拉成为英特尔14A制程的首位已知外部客户，对于英特尔代工的商业化进程具有标志性意义。</p><p style=\"text-align: left;\">报道指出，14A制程被视为英特尔在18A之后的下一代技术节点，特斯拉的提前锁定，既为英特尔代工提供了实质性的订单背书，也向市场传递出14A技术路线图可信度正在提升的信号。</p><h2 id=\"id_36941058\" style=\"text-align: left;\">18A良率改善，客户验证芯片工作启动</h2><p style=\"text-align: left;\">18A制程是英特尔代工复苏战略的核心支柱。据TrendForce援引媒体报道，目前已有客户开始在18A节点上进行测试芯片验证，核心设计流程基本完成，增强版18A-P制程的开发也在同步推进。</p><p style=\"text-align: left;\">英特尔CFO David Zinsner在财报电话会议上表示，一季度良率改善覆盖Intel 4、Intel 3及18A多个制程节点，为代工部门亏损收窄提供了直接支撑。</p><p style=\"text-align: left;\">在内部量产方面，英特尔旗舰移动处理器Panther Lake及Clearwater Forest服务器CPU均采用18A制程。</p><p style=\"text-align: left;\">据Tom&#39;s Hardware此前报道，英特尔在2025年底于俄勒冈州开发设施启动了Core Ultra 300系列&#34;Panther Lake&#34;CPU晶圆的小批量生产，同步在亚利桑那州Fab 52推进大规模量产爬坡。</p><p style=\"text-align: left;\">市场观察人士指出，18A良率及PDK（工艺设计套件）就绪程度的超预期进展，正在逐步重建外界对英特尔代工业务的信心。</p><h2 id=\"id_1503441323\" style=\"text-align: left;\">AI重塑CPU需求，代工战略价值重估</h2><p style=\"text-align: left;\">英特尔代工业务的潜在回暖，与AI计算架构的结构性演变密切相关。</p><p style=\"text-align: left;\">Lip-Bu Tan在财报电话会议上指出，随着智能体AI、物理AI及边缘AI的兴起，CPU正重新成为AI系统的调度与控制核心，CPU与GPU的配比向1:1收敛，意味着服务器CPU需求将迎来实质性反弹。</p><p style=\"text-align: left;\">这一趋势对英特尔代工的战略意义在于：AI芯片需求的全面爆发，正在推动科技巨头主动寻求代工多元化布局，而英特尔凭借18A及14A制程的技术进展，正将自身定位为<a href=\"https://laohu8.com/S/TSM\">台积电</a>之外的可信替代选项。</p><p style=\"text-align: left;\">分析认为，除内部产能消化外，外部客户的导入将是英特尔代工实现规模化盈利的关键路径。目前，从良率改善到客户验证，再到特斯拉的正式签约，英特尔代工的商业化进程正沿着这一路径逐步推进。</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>英特尔赢麻了？苹果评估18A-P、谷歌看上EMIB、特斯拉已签14A</title>\n<style 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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英特尔赢麻了？苹果评估18A-P、谷歌看上EMIB、特斯拉已签14A\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1084101182\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">华尔街见闻 </p>\n<p class=\"h-time\">2026-04-29 16:09</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p><a href=\"https://laohu8.com/S/INTC\">英特尔</a>代工业务正迎来久违的多线突破。</p><p style=\"text-align: left;\">4月28日，据TrendForce消息，<strong><a href=\"https://laohu8.com/S/AAPL\">苹果</a>据报道正在评估采用英特尔18A-P制程生产M系列芯片，<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>则在考量借助英特尔EMIB先进封装技术推进TPU v8e项目</strong>，与此同时，<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>已确认将采用英特尔下一代14A制程，用于其位于奥斯汀的Terafab AI综合体。</p><p style=\"text-align: left;\">多重利好信号叠加，令英特尔代工业务的复苏叙事愈发清晰。据华尔街见闻文章提及，在上周的财报电话会议上，英特尔CEO Lip-Bu Tan指出，随着推理与智能体AI规模扩张，服务器CPU需求正在回暖，CPU与GPU的配比已从此前约1:8的水平向1:1靠拢，这一结构性转变直接提振了外界对英特尔代工平台的兴趣。</p><p style=\"text-align: left;\">财务层面，最新财报显示，英特尔代工部门一季度运营亏损收窄至24亿美元，环比改善7200万美元，良率提升是主要驱动因素。</p><h2 id=\"id_1262025866\" style=\"text-align: left;\">苹果、谷歌据报评估英特尔平台</h2><p style=\"text-align: left;\">据媒体援引供应链消息人士报道，<strong>苹果正在评估将M系列芯片引入英特尔18A-P节点，谷歌则在探索利用英特尔EMIB（嵌入式多芯片互联桥接）先进封装技术用于TPU v8e项目，相关产品最早或于2027年落地。</strong></p><p style=\"text-align: left;\">需要指出的是，上述信息目前仍属媒体报道层面，尚未获得苹果或谷歌官方证实，相关评估是否最终转化为订单仍存在不确定性。</p><p style=\"text-align: left;\">尽管如此，这一报道本身已具有重要的信号意义。报道指出，有分析认为，全球AI芯片需求激增正推动客户寻求第二供应来源，这一趋势显著提升了英特尔代工的战略地位。</p><blockquote><p style=\"text-align: left;\">对于长期依赖单一代工来源的大型科技公司而言，供应链多元化的诉求在当前地缘政治与产能竞争背景下愈发迫切。</p></blockquote><h2 id=\"id_3461911896\" style=\"text-align: left;\">特斯拉签约14A，英特尔代工首位外部客户落定</h2><p style=\"text-align: left;\">相较于苹果和谷歌的评估阶段，<strong>特斯拉与英特尔的合作已进入确认状态。</strong></p><p style=\"text-align: left;\">据路透社报道，马斯克表示，<strong>特斯拉计划采用英特尔下一代14A制程</strong>，为其位于德克萨斯州奥斯汀的Terafab AI综合体生产专用芯片。</p><p style=\"text-align: left;\">这一合作使特斯拉成为英特尔14A制程的首位已知外部客户，对于英特尔代工的商业化进程具有标志性意义。</p><p style=\"text-align: left;\">报道指出，14A制程被视为英特尔在18A之后的下一代技术节点，特斯拉的提前锁定，既为英特尔代工提供了实质性的订单背书，也向市场传递出14A技术路线图可信度正在提升的信号。</p><h2 id=\"id_36941058\" style=\"text-align: left;\">18A良率改善，客户验证芯片工作启动</h2><p style=\"text-align: left;\">18A制程是英特尔代工复苏战略的核心支柱。据TrendForce援引媒体报道，目前已有客户开始在18A节点上进行测试芯片验证，核心设计流程基本完成，增强版18A-P制程的开发也在同步推进。</p><p style=\"text-align: left;\">英特尔CFO David Zinsner在财报电话会议上表示，一季度良率改善覆盖Intel 4、Intel 3及18A多个制程节点，为代工部门亏损收窄提供了直接支撑。</p><p style=\"text-align: left;\">在内部量产方面，英特尔旗舰移动处理器Panther Lake及Clearwater Forest服务器CPU均采用18A制程。</p><p style=\"text-align: left;\">据Tom&#39;s Hardware此前报道，英特尔在2025年底于俄勒冈州开发设施启动了Core Ultra 300系列&#34;Panther Lake&#34;CPU晶圆的小批量生产，同步在亚利桑那州Fab 52推进大规模量产爬坡。</p><p style=\"text-align: left;\">市场观察人士指出，18A良率及PDK（工艺设计套件）就绪程度的超预期进展，正在逐步重建外界对英特尔代工业务的信心。</p><h2 id=\"id_1503441323\" style=\"text-align: left;\">AI重塑CPU需求，代工战略价值重估</h2><p style=\"text-align: left;\">英特尔代工业务的潜在回暖，与AI计算架构的结构性演变密切相关。</p><p style=\"text-align: left;\">Lip-Bu Tan在财报电话会议上指出，随着智能体AI、物理AI及边缘AI的兴起，CPU正重新成为AI系统的调度与控制核心，CPU与GPU的配比向1:1收敛，意味着服务器CPU需求将迎来实质性反弹。</p><p style=\"text-align: left;\">这一趋势对英特尔代工的战略意义在于：AI芯片需求的全面爆发，正在推动科技巨头主动寻求代工多元化布局，而英特尔凭借18A及14A制程的技术进展，正将自身定位为<a href=\"https://laohu8.com/S/TSM\">台积电</a>之外的可信替代选项。</p><p style=\"text-align: left;\">分析认为，除内部产能消化外，外部客户的导入将是英特尔代工实现规模化盈利的关键路径。目前，从良率改善到客户验证，再到特斯拉的正式签约，英特尔代工的商业化进程正沿着这一路径逐步推进。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/e58fcd4a67c330616cf11ed02c0ac7c5","relate_stocks":{"LU0011850046.USD":"贝莱德全球长线股票 A2 USD","LU2461242641.AUD":"WELLINGTON US QUALITY GROWTH \"A\" (AUDHDG) ACC","LU0545039389.USD":"BGF GLOBAL EQUITY INCOME \"A2\" ACC","LU1582987597.SGD":"M&G (LUX) INCOME ALLOCATION \"A-H\" (SGDHDG) INC","LU0742534661.SGD":"Fidelity America A-SGD (hedged)","LU0048584097.USD":"FIDELITY FUNDS  GLOBAL THEMATIC OPPORTUNITIES \"A\" (USD) INC","LU0097036916.USD":"贝莱德美国增长A2 USD","LU0466842654.USD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"A\" (USD) ACC","IE0001KFT4U8.USD":"FTGF CLEARBRIDGE GLOBAL GROWTH LEADERS \"A\" (USD) INC","LU0138981039.USD":"FIDELITY FUNDS SUSTAINABLE MULTI ASSET INCOME \"A\" INC","BK4561":"索罗斯持仓","HK0000819398.USD":"BLACKROCK PREMIER SYSTEMATIC GLOBAL EQUITY HIGH INCOME FUND A10 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