[新聞] Intel invests $20 billion in two Arizo

看板Stock作者 (機翻如下)時間3年前 (2021/03/24 06:48), 3年前編輯推噓7(10314)
留言27則, 19人參與, 3年前最新討論串1/1
原文標題: Intel invests $20 billion in two Arizona factories, 7nm chips coming in 2023 英特爾投資200億美元建亞利桑那州兩座工廠,7奈米晶片將於2023年問世 原文連結: https://finance.yahoo.com/news/intel-7nm-2023-meteor-lake-213933055.html 發布時間: Wed, March 24, 2021, 5:39 AM 原文內容: Intel's new CEO, Pat Gelsinger, isn't wasting any time in ramping up the company's engineering capabilities. In a press conference today, he announced the company's "IDM 2.0" strategy, which kicks off with a $20 billion investment in two Arizona fabrication plants. That'll make Intel a stronger force in the chipmaking business, both when it comes to making its own hardware, as well as chips for partners. Additionally, Gelsinger revealed that the company's first 7nm chip, the long-delayed Meteor Lake, will have its design finalized in the second quarter of this year. We won't see that CPU ship until 2023, however, a year later than the company previously suggested. “Intel is the only company with the depth and breadth of software, silicon and platforms, packaging, and process with at-scale manufacturing customers can depend on for their next-generation innovations," Gelsinger said in a blog post. "IDM 2.0 is an elegant strategy that only Intel can deliver – and it’s a winning formula.” Gelsinger kicked off his presentation by acknowledging Intel's struggles with producing 7nm chips, something he attributed to delays that began with its 10nm architecture shift. Moving forward, he says Intel plans to use extreme ultraviolet lithography (EUV) in a redesigned production process. But while the company is investing more in its own fabrication plants, it'll still need some help from third-party foundries to build its 7nm chips, Meteor Lake and Granite Rapids for datacenters. Think of it like a stopgap solution: Intel can't push production too much until its new facilities are ready, so it's enlisting a bit of help. As part of its push to be more of a fabrication giant, the company is launching a new segment called Intel Foundry Services. Gelsinger mentioned that Intel is currently working with partners, including Amazon, Cisco, IBM, and Microsoft. But he pushed a bit further during a Q&A session with press, saying that he's even pursuing Apple's business. Naturally, there's plenty of skepticism about Intel's bold ambition. When asked how Intel plans to balance commitments to partners, even though it's had trouble making its own production commitments, Gelsinger noted that IFS will be run as its own business unit, and that Intel is aiming to honor its promises to partners. "Intel is back," Gelsinger said. "The old Intel is now the new Intel as we look forward to the future." 機翻如下: 英特爾新任首席執行官派特-格爾辛格(Pat Gelsinger)並沒有浪費時間來提升公司的工 程能力。在今天的新聞發佈會上,他宣佈了公司的 "IDM 2.0 "戰略,該戰略以投資200億 美元在亞利桑那州的兩家製造工廠為開端。這將使英特爾在晶片製造業務中成為更強大的 力量,無論是在製造自己的硬體時,還是在為合作夥伴製造晶片時。此外,Gelsinger還 透露,該公司的首款7nm晶片,也就是拖延已久的Meteor Lake,將在今年第二季度完成設 計。不過,我們要到2023年才能看到該CPU的出貨,比該公司此前建議的時間晚了一年。 "英特爾是唯一一家在軟體、矽和平臺、封裝和工藝與規模製造方面具有深度和廣度的公 司,客戶的下一代創新可以依賴,"Gelsinger在一篇博客文章中說。"IDM 2.0是一個優雅 的戰略,只有英特爾能夠提供--這是一個成功的公式。" Gelsinger在演講中首先承認英特爾在生產7奈米晶片方面的困難,他認為這是由於其10奈 米架構轉變開始的延遲。他表示,未來,英特爾計畫在重新設計的生產工藝中使用極紫外 光刻技術(EUV)。但是,雖然該公司正在增加對自己的製造工廠的投資,但它仍然需要一 些協力廠商代工廠的説明來製造其7奈米晶片,流星湖和資料中心的Granite Rapids。把 它看成是一個權宜之計。英特爾在新工廠建成之前 不能過多地推動生產 所以它在尋求一 些幫助。 作為其推動成為更多製造巨頭的一部分,該公司正在推出一個名為英特爾代工服務的新部 門。Gelsinger提到,英特爾目前正在與合作夥伴合作,包括亞馬遜、思科、IBM和微軟。 但他在與媒體的問答環節中更進一步,表示甚至在追求蘋果的業務。自然,對於英特爾的 大膽野心,有很多人持懷疑態度。當被問及英特爾計畫如何平衡對合作夥伴的承諾時,即 使它在實現自己的生產承諾方面遇到了困難,Gelsinger指出,IFS將作為自己的業務部門 來運作,英特爾的目標是兌現對合作夥伴的承諾。 "英特爾回來了,"Gelsinger說。"舊的英特爾現在是新的英特爾,因為我們期待著未來的 發展。" 心得/評論: 記者個性也是蠻諷刺的 "並沒有浪費時間提升工程能力" "比先前建議的時程延後一年" "新工廠蓋起來前,不會追求生產,會尋求其他幫助" (告訴我這是什麼意思?) 只能說這個新任CEO很會講話 記者直接戳破也很直白 -- ※ 發信站: 批踢踢實業坊(ptt.cc), 來自: 180.217.46.175 (臺灣) ※ 文章網址: https://www.ptt.cc/bbs/Stock/M.1616539693.A.B5B.html ※ 編輯: nangle (180.217.46.175 臺灣), 03/24/2021 06:51:18

03/24 06:54, 3年前 , 1F
PPT專業製作公司 QQ
03/24 06:54, 1F

03/24 07:02, 3年前 , 2F
蓋好工廠就會跑的訂單,GG接不接都兩難
03/24 07:02, 2F

03/24 07:03, 3年前 , 3F
INTC就是垃圾
03/24 07:03, 3F

03/24 07:04, 3年前 , 4F
沒救了
03/24 07:04, 4F

03/24 07:05, 3年前 , 5F
叫果凍歌手的宣言果然很塑膠 XD
03/24 07:05, 5F

03/24 07:08, 3年前 , 6F
蓋好就抽單台GG 以後真的GG
03/24 07:08, 6F

03/24 07:09, 3年前 , 7F
10nm先上市再說吧!!!
03/24 07:09, 7F

03/24 07:14, 3年前 , 8F
台積電根本不缺intel的單吧 最大客戶是AMD跟蘋果
03/24 07:14, 8F

03/24 07:22, 3年前 , 9F
沒意外會delay好幾年~ 10nm++++++++++++++
03/24 07:22, 9F

03/24 07:24, 3年前 , 10F
反正股價會說話華爾街也吃這套,這就是要時間來證
03/24 07:24, 10F

03/24 07:24, 3年前 , 11F
明,短時間AMD跟TSM股價會有一定程度跌幅。
03/24 07:24, 11F

03/24 07:32, 3年前 , 12F
03/24 07:32, 12F

03/24 07:32, 3年前 , 13F
美國爸爸叫你放技術出來囉 TSM gg
03/24 07:32, 13F

03/24 07:32, 3年前 , 14F
7nm intel良率出不了,落後好幾年,騙補助的,小心
03/24 07:32, 14F

03/24 07:32, 3年前 , 15F
台積被挖角就是
03/24 07:32, 15F

03/24 07:38, 3年前 , 16F
先誰拿到euv誰先贏囉 看intel會不會找人插隊先拿到
03/24 07:38, 16F

03/24 07:40, 3年前 , 17F
盤後漲6% 很不錯 50以下無腦買感到欣慰
03/24 07:40, 17F

03/24 07:40, 3年前 , 18F
要直接偷台積的技術了,滿滿的人可以挖
03/24 07:40, 18F

03/24 07:40, 3年前 , 19F
APPL AMD GG 穩了 牙膏廠出來騙補助 一點也沒反省
03/24 07:40, 19F

03/24 07:42, 3年前 , 20F
amd @ 93 時候intc @50;現在intc 63,amd @78
03/24 07:42, 20F

03/24 07:48, 3年前 , 21F
有可能會追上喔 目前來說intc股價最近很好
03/24 07:48, 21F

03/24 08:06, 3年前 , 22F
牙膏要復活惹
03/24 08:06, 22F

03/24 08:08, 3年前 , 23F
盤後intc大漲 amd大跌 快要再次黃金交叉惹
03/24 08:08, 23F

03/24 11:53, 3年前 , 24F
新工廠蓋起來前要投台積單也要台積有產能啊!台積單
03/24 11:53, 24F

03/24 11:53, 3年前 , 25F
不是已經排到2023去了?
03/24 11:53, 25F

03/24 11:59, 3年前 , 26F
製程會delay ,蓋廠也會delay 好嗎
03/24 11:59, 26F

03/24 11:59, 3年前 , 27F
不要小看I皇的進度表
03/24 11:59, 27F
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