Intel開始將半導體製造轉到台積電 - 3C

https://techreport.com/news/34078/report-intel-could-move-some-chipset-production-to-tsmc
intel開始將低階窮人專用的糞U轉給台積電生產，INTEL沒有必要把晶片組這類低階垃圾用高階製程生產，這完全不符合生產比例
INTEL在這項行動以後將可以把高階製程轉向生產供不應求賣到缺貨的高階CPU
INTEL已經有在把SoFIA,FPGA跟通訊晶片轉給GG生產
INTEL由於Acer HP等供應商持續擴大銷路，加上又想把產能轉到生產超高階窮人一輩子買不起的cpu
所以已經影響到了一些下游的出貨量
INTEL傳出已經在14奈米節點上有產能困難的消息，他們拒絕回應愚人的問題


大家也不用高潮 台積電也被要求一定要用狂烙賽製程生產這批純度高的晶片
所以不是你們想的那些7nm甚麼的


這次雖然不是Intel第一次把訂單轉給GG
但是是第一次INTEL將大本營業務轉給台積電生產
大本營業務裡面最烙賽最低階的垃圾還是大本營的業務
INTEL會繼續放眼高端製程為大眾帶來供不應求強大的產品
大家都在期待2019的下半年INTEL帶來真正(非等效製程的10nm)
一家不偷不搶不騙的真10nm
讓我們拭目以待

DigiTimes is reporting that Intel intends to outsource 14nm chipsets and
"several other" 300-series processors, meaning the Coffee Lake chips, to TSMC
to aid in production. The news comes as details of Intel's struggles with
14nm chip production surface from multiple sources. We are working to verify
the report and will update as necessary.

It seems counter-intuitive for Intel to outsource production of its Coffee
Lake processors, especially due to design complexity and trade secrets, so we
are skeptical. Outsourcing the H310 chipset, which has been plagued by poor
availability for months, seems more plausible.


These relatively simple chips would seemingly be easier to port over to TSMCs
foundries, albeit on a different node, especially (as DigiTimes notes) given
the company's partnership with Intel on other products, such as the SoFIA
SoC's and Stratix FPGAs. Currently the 14nm chipsets are clogging Intel's
14nm foundries, so easing that production load would free Intel up to produce
more 14nm Coffee Lake processors.

The signs of an impending shortage of Intel's 14nm chips became clear when
the company announced during its latest earnings call that "Our biggest
challenge in the second half [of 2018] will be meeting additional demand, and
we are working intently with our customers and our factories to be prepared
so we are not constraining our customers' growth."

But signs of Intel's 14nm struggles had emerged even before the company
publicly acknowledged the issues. Intel's 14nm H310 chipsets have been in
short supply, or simply unavailable, since May 2018. Several Taiwanese OEMs,
including Acer's CEO Jason Chen, stepped forward last week and said that
shortages are already impacting their supply chains.

We followed up last week with pricing and availability analysis and found
that many of Intel's non-K SKUs, meaning the cheaper models that generate
less margin, are experiencing a sharp rise in pricing. Intel's Core i7-8700K
is also popping in and out of stock at major retailers, suggesting that the
company is having a hard time meeting demand.

Over the weekend, SemiAccurate unveiled purportedly internal HPE documents
that highlight the severity of the shortage. The documents, which pertain to
Intel's data center Xeon processors, instruct the company's sales
representatives to 'steer demand' from unavailable models to other Xeon
products that are available, or to recommend AMD's EPYC processors.

We are following up with Intel and will update as necessary.


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