晶片是否外包、轉單台積電?英特爾:明年 - 3C

By Leila
at 2020-10-23T16:23
at 2020-10-23T16:23
Table of Contents
晶片是否外包、轉單台積電?英特爾:明年1月決定
https://udn.com/news/story/6811/4958380
英特爾(Intel)執行長史旺22日在法說會上被問到,有關晶片委外生產一事何時能做成
決定,以及如果外包,會是全部外包或部分外包的問題。他說,明年1月應有決定。
史旺回覆瑞士信貸(Credit Suisse)分析師John Pitzer提問時說,2020年到2022年,英
特爾對自家產品都深具信心。但展望2023年及其後,會基於三個簡單的標準來評估自己和
第三方代工廠的製程:排程和排程的可預測性、產品效能,以及供應鏈的經濟效益--也就
是英特爾對供應鏈的掌控能力。
史旺說,會在2020年結束、2021年年初間進行評估,以決定是否要買進更多7奈米製程設
備或外包以增加產能。
他表示,英特爾的7奈米及製程目前進度良好,已找到問題的根源,知道修正方法。然而
,仍將進行上述評估,很可能不是全部外包或完全不外包;而是混合式的做法,以確保英
特爾到2023、2024年都能和前面3年一樣掌握節奏,推出領導性產品。等評估階段進入最
後90天,明年1月應有決定。
另外,投資銀行Robert W. Baird半導體分析師Tristan Gerra提問,如果後來由台積電開
始為英特爾建立先進製程,再回復為英特爾內部自行生產的難易度。史旺說,其實前面的
3個評估標準都圍繞一件事,也就是英特爾技術移植出去的難易度,他說,他對將技術移
植至台積電的能力感到非常有信心。
--
--
https://udn.com/news/story/6811/4958380
英特爾(Intel)執行長史旺22日在法說會上被問到,有關晶片委外生產一事何時能做成
決定,以及如果外包,會是全部外包或部分外包的問題。他說,明年1月應有決定。
史旺回覆瑞士信貸(Credit Suisse)分析師John Pitzer提問時說,2020年到2022年,英
特爾對自家產品都深具信心。但展望2023年及其後,會基於三個簡單的標準來評估自己和
第三方代工廠的製程:排程和排程的可預測性、產品效能,以及供應鏈的經濟效益--也就
是英特爾對供應鏈的掌控能力。
史旺說,會在2020年結束、2021年年初間進行評估,以決定是否要買進更多7奈米製程設
備或外包以增加產能。
他表示,英特爾的7奈米及製程目前進度良好,已找到問題的根源,知道修正方法。然而
,仍將進行上述評估,很可能不是全部外包或完全不外包;而是混合式的做法,以確保英
特爾到2023、2024年都能和前面3年一樣掌握節奏,推出領導性產品。等評估階段進入最
後90天,明年1月應有決定。
另外,投資銀行Robert W. Baird半導體分析師Tristan Gerra提問,如果後來由台積電開
始為英特爾建立先進製程,再回復為英特爾內部自行生產的難易度。史旺說,其實前面的
3個評估標準都圍繞一件事,也就是英特爾技術移植出去的難易度,他說,他對將技術移
植至台積電的能力感到非常有信心。
--
--
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