Re: [請益] 請問GG還能撐多久
※ 引述《iwannasee (123)》之銘言:
: 這樣說拔
: GG大家以為它是製造業
: 其實他是服務業
: 不能用傳統代工思維去看待這間公司
: 不過物理極限還是有影響啦
: 我猜未來會更加摳死當吧
摩爾定律本來就是在講摳死當
所以縮不縮的下去
就是摳死當能繼續走多遠
目前
大概就GG *** intel還有辦法縮
假設每縮一代
研發成本就暴升 起碼加倍
簡單推估
這三家裡面一定有人會廢掉
GG跟***是直接幹
intel比較複雜
因為intel死卡x86市場
真的超級大
GG贏在研發$$的運用效率比intel高很多
簡單來講就是輪班星人肝比較便宜
但是以GG目前的規模
撞牆的時間可能不會比intel晚多少
所以重點是
GG&客戶可以從intel那邊吃到多少
例如arm就放豪語 2020 arm server市佔>20%
如果GG還想再縮葛10年
打死intel是必須的
那比較可能的劇情是
1.GG+arm打死x86
或
2.GG+amd打死intel
或
3.intel分拆晶圓代工
這三葛發生的可能性都存在
大概是這樣
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