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英伟达中止英特尔18A制程工艺测试引发股价波动
英伟达宣布中止对英特尔18A制程工艺的测试,导致英特尔股价盘前短线下跌0.4%。该事件反映出两家公司在先进制程技术合作上的变动。
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美股成交额TOP20|美光科技涨近4%,股价续刷历史新高;耐克涨超4%,获苹果CEO库克增持
2025-12-25
美股三大指数小幅低开 英特尔跌超3%
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美股异动 | 英特尔(INTC.US)开盘跌近3% 传英伟达暂停测试其18A制程工艺
2025-12-24
英特尔股价接近一个月低点,因消息称英伟达暂停对其18a制造工艺的测试,最后下跌3.6%
2025-12-24
开盘|德纳维制药暴涨近39%,SIDU涨超18%,英特尔跌超3%
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传英伟达(NVDA.US)暂停工艺测试 英特尔(INTC.US)18A芯片代工梦遭遇当头一棒
2025-12-24
传英伟达(NVDA.US)暂停工艺测试 英特尔(INTC.US)18A芯片代工梦遭遇当头一棒
2025-12-24
消息称NVIDIA终止18A工艺测试 Intel翻身还得看14A工艺
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盘前|DVAX暴涨38%,SIDU涨超14%,英特尔遇利空一度跌5%
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美股盘前要点 | 美股平安夜将提前休市,传英伟达暂停测试英特尔18A制程
2025-12-24
英特尔盘前跌幅扩大至5%
2025-12-24
传英伟达暂停18A工艺测试,英特尔芯片代工梦遭“当头一棒”
2025-12-24
jackycai777
jackycai777
·
2025-12-25
听风就是屁,硬扣屎盆子。以后就没有什么台积电醒醒吧
传英伟达暂停18A工艺测试,英特尔芯片代工梦遭“当头一棒”
暂停对英特尔18A制造工艺的测试。
传英伟达暂停18A工艺测试,英特尔芯片代工梦遭“当头一棒”
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jackycai777
jackycai777
·
2025-12-25
听风就是屁,硬扣屎盆子。以后就没有什么台积电醒醒吧
传英伟达暂停18A工艺测试,英特尔芯片代工梦遭“当头一棒”
暂停对英特尔18A制造工艺的测试。
传英伟达暂停18A工艺测试,英特尔芯片代工梦遭“当头一棒”
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19:37","market":"us","language":"zh","title":"传英伟达暂停18A工艺测试,英特尔芯片代工梦遭“当头一棒”","url":"https://stock-news.laohu8.com/highlight/detail?id=1198246370","media":"智通财经","summary":"暂停对英特尔18A制造工艺的测试。","content":"<html><head></head><body><p>英特尔股价在周三盘前交易中走低,一度跌超5%。此前据两位知情人士向媒体透露,英伟达在实际评估了使用英特尔18A先进制程技术如何制造其中一款AI芯片之后,并未继续向前推进,而是选择暂停对英特尔18A制程工艺的测试。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3c0badf6e3b05f32103f18d426b7e021\" title=\"\" tg-width=\"1170\" tg-height=\"440\"/></p><p style=\"text-align: justify;\">全球两大AI芯片设计领军者(在芯片行业被称作fabless)——即专注于AI GPU算力体系的英伟达以及专注于AI ASIC算力技术路线的博通(AVGO.US)早在三月初就有媒体曾曝出,这两大芯片设计领军者与英特尔进行了高端芯片制造测试。</p><p style=\"text-align: justify;\">然而,自那以后,英特尔的18A芯片技术持续面临挑战,因为初期的那些客户测试结果不乐观导致了客户们对于英特尔技术层面的不满,并且有可能继续将芯片代工/制造产能全线投入于英特尔在芯片制造领域的最强竞争对手台积电(TSM.US)。</p><p style=\"text-align: justify;\"><strong>英特尔当前迫切需要大客户来撑起芯片代工业务</strong></p><p style=\"text-align: justify;\">对于英特尔而言,掌握领先全球且极度适合量产的先进制程芯片制造技术可谓至关重要。这家美国老牌芯片巨头甚至不惜购置更加昂贵的High-NA EUV光刻机——这也是阿斯麦所交付的全球第一台High-NA,英特尔力争打造出领先于台积电以及三星电子的2nm及以下最先进芯片制造技术。</p><p style=\"text-align: justify;\">英特尔现在仅仅只是销售自家PC/服务器CPU已经难以实现业绩持续性质的增长,虽然英特尔已经凭借强劲服务器CPU需求走出业绩萎靡的“至暗时刻”,但是股东们想要看到的是英特尔重拾强劲增长曲线,成为比肩台积电的芯片代工巨头,因此英特尔战略已经转向聚焦于做Intel Foundry(系统性芯片代工)——即给别人代工高端先进制程芯片,直接对标台积电。</p><p style=\"text-align: justify;\">其中18A与更加先进的16A技术可以说是英特尔能否翻身的关键节点,如果18A在性能/能效上真能对标甚至超越台积电与三星,英特尔才有机会在当前全球需求最为火爆的AI加速器(AI GPU/ASIC等AI核心算力基础设施)为英伟达、AMD以及博通、高通等超级大客户进行先进制程芯片代工。</p><p style=\"text-align: justify;\">英特尔推出的 18A(等效于1.8 nm 级别制程) 是其先进制程路线图的重要里程碑,旨在通过采用RibbonFET晶体管结构和PowerVia 背部供电技术,大幅提升新一代芯片性能与能效,与台积电等竞争对手的先进制造技术竞争。18A制程不仅用于英特尔自家CPU系列产品,也被视为其对外代工(即foundry)业务吸引客户的关键技术节点。</p><p style=\"text-align: justify;\"><strong>对于英伟达而言,暂停测试可能是风险规避与供应链策略选择,不等同于完全否定英特尔</strong></p><p style=\"text-align: justify;\">此前在9月,英伟达与英特尔堪称“世纪联手”,英伟达CEO黄仁勋宣布将斥资50亿美元入股长期以来的竞争对手英特尔,并将与其共同开发面向PC与AI数据中心的高性能芯片,此消息出炉之后股价长期萎靡的英特尔一改往日颓势,自9月以来英特尔的股价已经大幅上涨超50%。英伟达投资英特尔的举措,无疑让市场更加憧憬英特尔有望在不久后斩获来自英伟达的海量AI芯片订单。</p><p style=\"text-align: justify;\">英伟达作为全球最大规模AI GPU算力集群设计商,其设计的每一代AI芯片产品对芯片制造工艺的性能、功耗和良率都有极高要求。暂停推进意味着英伟达选择回避当前制程风险,继续依赖其现有的成熟合作伙伴且数十年来长期合作的芯片制造商(例如台积电先进制程)来保障产品交付计划。这反映出英伟达在芯片供应链安排上仍然以稳定性与高性能优先。</p><p style=\"text-align: justify;\">“暂停先进制程推进”通常强调的是当前芯片雏形测试未达预期或未进入下一阶段商业合作谈判,并不等于长期放弃。英伟达在过去也曾参与18A早期测试,并可能根据未来良率来帮助英特尔改善制造细节。</p></body></html>","source":"highlight_zhitongcaijin","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>传英伟达暂停18A工艺测试,英特尔芯片代工梦遭“当头一棒”</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; 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传英伟达暂停18A工艺测试,英特尔芯片代工梦遭“当头一棒”\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-12-24 19:37 北京时间 <a href=https://www.zhitongcaijing.com/content/detail/1385671.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>英特尔股价在周三盘前交易中走低,一度跌超5%。此前据两位知情人士向媒体透露,英伟达在实际评估了使用英特尔18A先进制程技术如何制造其中一款AI芯片之后,并未继续向前推进,而是选择暂停对英特尔18A制程工艺的测试。全球两大AI芯片设计领军者(在芯片行业被称作fabless)——即专注于AI GPU算力体系的英伟达以及专注于AI ASIC算力技术路线的博通(AVGO.US)早在三月初就有媒体曾曝出,这...</p>\n\n<a href=\"https://www.zhitongcaijing.com/content/detail/1385671.html\">网页链接</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/1385671.html","is_english":false,"share_image_url":"https://static.laohu8.com/6ca2dcdccfa2217fb20a0351f4efe814","article_id":"1198246370","content_text":"英特尔股价在周三盘前交易中走低,一度跌超5%。此前据两位知情人士向媒体透露,英伟达在实际评估了使用英特尔18A先进制程技术如何制造其中一款AI芯片之后,并未继续向前推进,而是选择暂停对英特尔18A制程工艺的测试。全球两大AI芯片设计领军者(在芯片行业被称作fabless)——即专注于AI GPU算力体系的英伟达以及专注于AI ASIC算力技术路线的博通(AVGO.US)早在三月初就有媒体曾曝出,这两大芯片设计领军者与英特尔进行了高端芯片制造测试。然而,自那以后,英特尔的18A芯片技术持续面临挑战,因为初期的那些客户测试结果不乐观导致了客户们对于英特尔技术层面的不满,并且有可能继续将芯片代工/制造产能全线投入于英特尔在芯片制造领域的最强竞争对手台积电(TSM.US)。英特尔当前迫切需要大客户来撑起芯片代工业务对于英特尔而言,掌握领先全球且极度适合量产的先进制程芯片制造技术可谓至关重要。这家美国老牌芯片巨头甚至不惜购置更加昂贵的High-NA EUV光刻机——这也是阿斯麦所交付的全球第一台High-NA,英特尔力争打造出领先于台积电以及三星电子的2nm及以下最先进芯片制造技术。英特尔现在仅仅只是销售自家PC/服务器CPU已经难以实现业绩持续性质的增长,虽然英特尔已经凭借强劲服务器CPU需求走出业绩萎靡的“至暗时刻”,但是股东们想要看到的是英特尔重拾强劲增长曲线,成为比肩台积电的芯片代工巨头,因此英特尔战略已经转向聚焦于做Intel Foundry(系统性芯片代工)——即给别人代工高端先进制程芯片,直接对标台积电。其中18A与更加先进的16A技术可以说是英特尔能否翻身的关键节点,如果18A在性能/能效上真能对标甚至超越台积电与三星,英特尔才有机会在当前全球需求最为火爆的AI加速器(AI GPU/ASIC等AI核心算力基础设施)为英伟达、AMD以及博通、高通等超级大客户进行先进制程芯片代工。英特尔推出的 18A(等效于1.8 nm 级别制程) 是其先进制程路线图的重要里程碑,旨在通过采用RibbonFET晶体管结构和PowerVia 背部供电技术,大幅提升新一代芯片性能与能效,与台积电等竞争对手的先进制造技术竞争。18A制程不仅用于英特尔自家CPU系列产品,也被视为其对外代工(即foundry)业务吸引客户的关键技术节点。对于英伟达而言,暂停测试可能是风险规避与供应链策略选择,不等同于完全否定英特尔此前在9月,英伟达与英特尔堪称“世纪联手”,英伟达CEO黄仁勋宣布将斥资50亿美元入股长期以来的竞争对手英特尔,并将与其共同开发面向PC与AI数据中心的高性能芯片,此消息出炉之后股价长期萎靡的英特尔一改往日颓势,自9月以来英特尔的股价已经大幅上涨超50%。英伟达投资英特尔的举措,无疑让市场更加憧憬英特尔有望在不久后斩获来自英伟达的海量AI芯片订单。英伟达作为全球最大规模AI GPU算力集群设计商,其设计的每一代AI芯片产品对芯片制造工艺的性能、功耗和良率都有极高要求。暂停推进意味着英伟达选择回避当前制程风险,继续依赖其现有的成熟合作伙伴且数十年来长期合作的芯片制造商(例如台积电先进制程)来保障产品交付计划。这反映出英伟达在芯片供应链安排上仍然以稳定性与高性能优先。“暂停先进制程推进”通常强调的是当前芯片雏形测试未达预期或未进入下一阶段商业合作谈判,并不等于长期放弃。英伟达在过去也曾参与18A早期测试,并可能根据未来良率来帮助英特尔改善制造细节。","news_type":1,"symbols_score_info":{"INTC":2}},"isVote":1,"tweetType":1,"viewCount":316,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"essenList":[{"id":514415758426688,"gmtCreate":1766620148941,"gmtModify":1766625986222,"author":{"id":"3553325405156389","authorId":"3553325405156389","name":"jackycai777","avatar":"https://static.tigerbbs.com/8eeec372947e11a13dd416c1481d89f8","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3553325405156389","idStr":"3553325405156389"},"themes":[],"title":"","htmlText":"听风就是屁,硬扣屎盆子。以后就没有什么台积电醒醒吧","listText":"听风就是屁,硬扣屎盆子。以后就没有什么台积电醒醒吧","text":"听风就是屁,硬扣屎盆子。以后就没有什么台积电醒醒吧","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/514415758426688","repostId":"1198246370","repostType":2,"repost":{"id":"1198246370","kind":"news","pubTimestamp":1766576228,"share":"https://www.laohu8.com/m/news/1198246370?lang=zh_CN&edition=full","pubTime":"2025-12-24 19:37","market":"us","language":"zh","title":"传英伟达暂停18A工艺测试,英特尔芯片代工梦遭“当头一棒”","url":"https://stock-news.laohu8.com/highlight/detail?id=1198246370","media":"智通财经","summary":"暂停对英特尔18A制造工艺的测试。","content":"<html><head></head><body><p>英特尔股价在周三盘前交易中走低,一度跌超5%。此前据两位知情人士向媒体透露,英伟达在实际评估了使用英特尔18A先进制程技术如何制造其中一款AI芯片之后,并未继续向前推进,而是选择暂停对英特尔18A制程工艺的测试。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3c0badf6e3b05f32103f18d426b7e021\" title=\"\" tg-width=\"1170\" tg-height=\"440\"/></p><p style=\"text-align: justify;\">全球两大AI芯片设计领军者(在芯片行业被称作fabless)——即专注于AI GPU算力体系的英伟达以及专注于AI ASIC算力技术路线的博通(AVGO.US)早在三月初就有媒体曾曝出,这两大芯片设计领军者与英特尔进行了高端芯片制造测试。</p><p style=\"text-align: justify;\">然而,自那以后,英特尔的18A芯片技术持续面临挑战,因为初期的那些客户测试结果不乐观导致了客户们对于英特尔技术层面的不满,并且有可能继续将芯片代工/制造产能全线投入于英特尔在芯片制造领域的最强竞争对手台积电(TSM.US)。</p><p style=\"text-align: justify;\"><strong>英特尔当前迫切需要大客户来撑起芯片代工业务</strong></p><p style=\"text-align: justify;\">对于英特尔而言,掌握领先全球且极度适合量产的先进制程芯片制造技术可谓至关重要。这家美国老牌芯片巨头甚至不惜购置更加昂贵的High-NA EUV光刻机——这也是阿斯麦所交付的全球第一台High-NA,英特尔力争打造出领先于台积电以及三星电子的2nm及以下最先进芯片制造技术。</p><p style=\"text-align: justify;\">英特尔现在仅仅只是销售自家PC/服务器CPU已经难以实现业绩持续性质的增长,虽然英特尔已经凭借强劲服务器CPU需求走出业绩萎靡的“至暗时刻”,但是股东们想要看到的是英特尔重拾强劲增长曲线,成为比肩台积电的芯片代工巨头,因此英特尔战略已经转向聚焦于做Intel Foundry(系统性芯片代工)——即给别人代工高端先进制程芯片,直接对标台积电。</p><p style=\"text-align: justify;\">其中18A与更加先进的16A技术可以说是英特尔能否翻身的关键节点,如果18A在性能/能效上真能对标甚至超越台积电与三星,英特尔才有机会在当前全球需求最为火爆的AI加速器(AI GPU/ASIC等AI核心算力基础设施)为英伟达、AMD以及博通、高通等超级大客户进行先进制程芯片代工。</p><p style=\"text-align: justify;\">英特尔推出的 18A(等效于1.8 nm 级别制程) 是其先进制程路线图的重要里程碑,旨在通过采用RibbonFET晶体管结构和PowerVia 背部供电技术,大幅提升新一代芯片性能与能效,与台积电等竞争对手的先进制造技术竞争。18A制程不仅用于英特尔自家CPU系列产品,也被视为其对外代工(即foundry)业务吸引客户的关键技术节点。</p><p style=\"text-align: justify;\"><strong>对于英伟达而言,暂停测试可能是风险规避与供应链策略选择,不等同于完全否定英特尔</strong></p><p style=\"text-align: justify;\">此前在9月,英伟达与英特尔堪称“世纪联手”,英伟达CEO黄仁勋宣布将斥资50亿美元入股长期以来的竞争对手英特尔,并将与其共同开发面向PC与AI数据中心的高性能芯片,此消息出炉之后股价长期萎靡的英特尔一改往日颓势,自9月以来英特尔的股价已经大幅上涨超50%。英伟达投资英特尔的举措,无疑让市场更加憧憬英特尔有望在不久后斩获来自英伟达的海量AI芯片订单。</p><p style=\"text-align: justify;\">英伟达作为全球最大规模AI GPU算力集群设计商,其设计的每一代AI芯片产品对芯片制造工艺的性能、功耗和良率都有极高要求。暂停推进意味着英伟达选择回避当前制程风险,继续依赖其现有的成熟合作伙伴且数十年来长期合作的芯片制造商(例如台积电先进制程)来保障产品交付计划。这反映出英伟达在芯片供应链安排上仍然以稳定性与高性能优先。</p><p style=\"text-align: justify;\">“暂停先进制程推进”通常强调的是当前芯片雏形测试未达预期或未进入下一阶段商业合作谈判,并不等于长期放弃。英伟达在过去也曾参与18A早期测试,并可能根据未来良率来帮助英特尔改善制造细节。</p></body></html>","source":"highlight_zhitongcaijin","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>传英伟达暂停18A工艺测试,英特尔芯片代工梦遭“当头一棒”</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传英伟达暂停18A工艺测试,英特尔芯片代工梦遭“当头一棒”\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-12-24 19:37 北京时间 <a href=https://www.zhitongcaijing.com/content/detail/1385671.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>英特尔股价在周三盘前交易中走低,一度跌超5%。此前据两位知情人士向媒体透露,英伟达在实际评估了使用英特尔18A先进制程技术如何制造其中一款AI芯片之后,并未继续向前推进,而是选择暂停对英特尔18A制程工艺的测试。全球两大AI芯片设计领军者(在芯片行业被称作fabless)——即专注于AI GPU算力体系的英伟达以及专注于AI ASIC算力技术路线的博通(AVGO.US)早在三月初就有媒体曾曝出,这...</p>\n\n<a href=\"https://www.zhitongcaijing.com/content/detail/1385671.html\">网页链接</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/1385671.html","is_english":false,"share_image_url":"https://static.laohu8.com/6ca2dcdccfa2217fb20a0351f4efe814","article_id":"1198246370","content_text":"英特尔股价在周三盘前交易中走低,一度跌超5%。此前据两位知情人士向媒体透露,英伟达在实际评估了使用英特尔18A先进制程技术如何制造其中一款AI芯片之后,并未继续向前推进,而是选择暂停对英特尔18A制程工艺的测试。全球两大AI芯片设计领军者(在芯片行业被称作fabless)——即专注于AI GPU算力体系的英伟达以及专注于AI ASIC算力技术路线的博通(AVGO.US)早在三月初就有媒体曾曝出,这两大芯片设计领军者与英特尔进行了高端芯片制造测试。然而,自那以后,英特尔的18A芯片技术持续面临挑战,因为初期的那些客户测试结果不乐观导致了客户们对于英特尔技术层面的不满,并且有可能继续将芯片代工/制造产能全线投入于英特尔在芯片制造领域的最强竞争对手台积电(TSM.US)。英特尔当前迫切需要大客户来撑起芯片代工业务对于英特尔而言,掌握领先全球且极度适合量产的先进制程芯片制造技术可谓至关重要。这家美国老牌芯片巨头甚至不惜购置更加昂贵的High-NA EUV光刻机——这也是阿斯麦所交付的全球第一台High-NA,英特尔力争打造出领先于台积电以及三星电子的2nm及以下最先进芯片制造技术。英特尔现在仅仅只是销售自家PC/服务器CPU已经难以实现业绩持续性质的增长,虽然英特尔已经凭借强劲服务器CPU需求走出业绩萎靡的“至暗时刻”,但是股东们想要看到的是英特尔重拾强劲增长曲线,成为比肩台积电的芯片代工巨头,因此英特尔战略已经转向聚焦于做Intel Foundry(系统性芯片代工)——即给别人代工高端先进制程芯片,直接对标台积电。其中18A与更加先进的16A技术可以说是英特尔能否翻身的关键节点,如果18A在性能/能效上真能对标甚至超越台积电与三星,英特尔才有机会在当前全球需求最为火爆的AI加速器(AI GPU/ASIC等AI核心算力基础设施)为英伟达、AMD以及博通、高通等超级大客户进行先进制程芯片代工。英特尔推出的 18A(等效于1.8 nm 级别制程) 是其先进制程路线图的重要里程碑,旨在通过采用RibbonFET晶体管结构和PowerVia 背部供电技术,大幅提升新一代芯片性能与能效,与台积电等竞争对手的先进制造技术竞争。18A制程不仅用于英特尔自家CPU系列产品,也被视为其对外代工(即foundry)业务吸引客户的关键技术节点。对于英伟达而言,暂停测试可能是风险规避与供应链策略选择,不等同于完全否定英特尔此前在9月,英伟达与英特尔堪称“世纪联手”,英伟达CEO黄仁勋宣布将斥资50亿美元入股长期以来的竞争对手英特尔,并将与其共同开发面向PC与AI数据中心的高性能芯片,此消息出炉之后股价长期萎靡的英特尔一改往日颓势,自9月以来英特尔的股价已经大幅上涨超50%。英伟达投资英特尔的举措,无疑让市场更加憧憬英特尔有望在不久后斩获来自英伟达的海量AI芯片订单。英伟达作为全球最大规模AI GPU算力集群设计商,其设计的每一代AI芯片产品对芯片制造工艺的性能、功耗和良率都有极高要求。暂停推进意味着英伟达选择回避当前制程风险,继续依赖其现有的成熟合作伙伴且数十年来长期合作的芯片制造商(例如台积电先进制程)来保障产品交付计划。这反映出英伟达在芯片供应链安排上仍然以稳定性与高性能优先。“暂停先进制程推进”通常强调的是当前芯片雏形测试未达预期或未进入下一阶段商业合作谈判,并不等于长期放弃。英伟达在过去也曾参与18A早期测试,并可能根据未来良率来帮助英特尔改善制造细节。","news_type":1,"symbols_score_info":{"INTC":2}},"isVote":1,"tweetType":1,"viewCount":316,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"allBottom":false,"essenBottom":false}