作者查詢 / buteo
作者 buteo 在 PTT 全部看板的留言(推文), 共7122則
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24F→: 但這樣有甚麼廠商會有興趣?1.169.193.36 02/16 13:52
25F→: 用x86就幾乎會是在相同領域跟Intel1.169.193.36 02/16 13:53
26F→: 是競爭者 拿不到最新的IP 產能又被1.169.193.36 02/16 13:53
27F→: Intel綁著 這樣有人會因此投入X86?1.169.193.36 02/16 13:54
28F→: 西台灣會有公司想要這樣搞嗎?1.169.193.36 02/16 13:55
29F→: 找Intel代工CPU 屆時被制裁機率更大1.169.193.36 02/16 13:56
35F→: 西台灣要鼓勵的是自製吧 這樣的X861.169.193.36 02/16 14:04
36F→: 還是被人掐著脖子1.169.193.36 02/16 14:04
37F→: AMD只有初代Zen授權給西台灣有通過1.169.193.36 02/16 14:05
38F→: 後面就被美國擋了 若Intel開放X861.169.193.36 02/16 14:06
39F→: 中國公司來用美國不會干涉嗎?1.169.193.36 02/16 14:06
38F推: AMD現在董事會總共10人1.169.193.36 02/16 08:43
39F推: 蘇媽2019年拿5800萬美金 2020年拿1.169.193.36 02/16 08:46
40F→: 2700萬美金1.169.193.36 02/16 08:47
3F推: 晶圓代工前10除了GF和Tower外都是台.中.韓02/15 09:57
5F→: GlobalFoundries買不到接下來就Tower 只是Tower份額02/15 09:58
6F→: 連2%都不到 和併GF效應有差02/15 09:59
8F推: 蘇媽都在攻server啦 I家收復失土有1.169.195.39 02/10 22:16
9F→: 那麼威就不會是去年半導體前10大唯1.169.195.39 02/10 22:16
10F→: 一負成長的1.169.195.39 02/10 22:16
70F→: 對了 毛利率也差不多要交叉了 2022114.137.92.244 02/10 15:18
71F→: 年 Intel預計毛利率是51-53% AMD是114.137.92.244 02/10 15:18
72F→: 51% 台積電是53-55%114.137.92.244 02/10 15:18
79F→: 2018年Intel的毛利率是63% AMD是37114.137.92.244 02/10 15:25
80F→: %114.137.92.244 02/10 15:25
81F→: Epic的生產完全就是利用chiplet 策114.137.92.244 02/10 15:28
82F→: 略和台積電量率的最大化啊114.137.92.244 02/10 15:28
83F→: Epyc114.137.92.244 02/10 15:28
84F→: 最近Intel在北美是瘋狂挖角台積電I114.137.92.244 02/10 15:32
85F→: P人員要來搞生態系做代工 但這就算114.137.92.244 02/10 15:32
86F→: 做起來也是要一段時間 接下來幾年114.137.92.244 02/10 15:32
87F→: 大蓋廠毛利率已經預告都不會好看了114.137.92.244 02/10 15:32
88F→: 不像GG漲價 客戶吞下去 Intel的晶114.137.92.244 02/10 15:32
89F→: 圓製造客戶就自己 都已經市佔流失114.137.92.244 02/10 15:32
90F→: 更沒有漲價空間114.137.92.244 02/10 15:32
23F推: 這個幾乎從一開始就無人看好的併購1.169.195.39 02/08 17:56
24F→: 案,老黃為何要推動? 唯一想到的解1.169.195.39 02/08 17:56
25F→: 釋是在準備購買時進行的due diligen1.169.195.39 02/08 17:56
26F→: ce(盡職調查),能不能讓Nvidia看到A1.169.195.39 02/08 17:57
27F→: rm的roadmap和重要智慧財產權。不1.169.195.39 02/08 17:57
28F→: 知道花12億美金看底牌划不划算。1.169.195.39 02/08 17:57
2F推: 樓上 Intel的獨顯都是台積電做的220.136.27.25 01/31 03:20
7F推: 呃 I皇的GPU都是GG做的 這和自己有220.136.27.25 01/30 23:05
8F→: 晶圓廠沒有關係吧220.136.27.25 01/30 23:05
77F推: Reddit上被頂最多的回應:Intel是114.137.90.3 01/18 17:48
78F→: 倒著開車嗎?114.137.90.3 01/18 17:48
24F推: 蘇媽5900X沒堆3D就已經有6MB+64MB=220.136.69.99 01/15 23:49
25F→: 70MB的L2+L3 cache啦220.136.69.99 01/15 23:49