Zofalitsa zakunja: Zipangizo zamkati za Intel chip zingatenge zaka 5 kuti zithetse TSMC

Intel adati Lachinayi kuti kukwera kocheperako kwa 7-nanometer kungapangitse kuti dongosolo lazogulitsa za CPU lithetsedwe ndi miyezi 12 kuchokera pa zomwe anakonza. Kampaniyo ingaganizire zopanga chip kuchokera ku zinthu zina zamtsogolo. Atolankhani akunja adatinso zomwe ananena a Intel zidathetsa nthawi yopangidwa motsogozedwa ndi US.

Malinga ndi Nikkei Asia Review, a Mark Li, omwe ndi katswiri wofufuza zaukadaulo ku Bernstein Research, adati: "Malinga ndi ukadaulo, Intel ndi chaka chimodzi kufikira ziwiri kuchokera ku TSMC. Ngati mukuganiza zowonjezera kupanga komanso kupereka zogulitsa zokwanira Kuyerekeza mpikisano wogwira ntchito, wakale ayenera kukhala osachepera zaka ziwiri. "

Kuphatikiza apo, atolankhani aku Taiwan a MoneyDJ adalemba mawu kuchokera ku Financial Times. Katswiri wofufuza za BMO Ambrish Srivastava adati kulumikizana kwa intel kwa Intel kwakhala kukuwonetsa bwino popanga zamakono za ku America komanso chisonyezo chofunikira chaukadaulo wopangidwa ndi US. Komabe, lero ndizosiyana, chifukwa gawo lililonse la semiconductor process node (teknoloji yamaukadaulo) nthawi zambiri imakhala ndi kusiyana kwa miyezi 24-30, Intel tsopano ikhoza kukhala kumbuyo kwa TSMC ndi m'badwo wonse.

Nthawi yomweyo, katswiri wina wa Susquehanna, Chris Rolland, adati kuchepa kwaukadaulo waposachedwa, Intel ikukumana ndi zigawo ziwiri. Chimodzi ndikuti sichidzapeza TSMC, ndipo china ndikuti zimatenga zaka zisanu kuti zithetse kapena kupitilira TSMC.

Ndikofunika kunena kuti malingaliro aposachedwa amsika omwe Intel ikhoza kubweretsa opezeka ku TSMC kuti athetse vuto la kuchepa kwa mseu. Ena ochita kafukufuku amakhulupirira kuti izi zisintha mawonekedwe a Intel a Microsoft, kukakamiza kampaniyo kusiya zambiri zomwe zimapangidwa ndikuyang'ana pa IC.

A Mark Li adanenanso kuti ngati Intel itafafaniza zonse zomwe amapanga, zonse za TSMC ndi Samsung zidzapindula, pomwe UMC ndi GF ikhoza kulandiranso malangizo ena owonjezera a chip.

Chang I-Chien, wofufuza ku Taishin Investment Trust, adati, "Ngati kupititsa patsogolo ntchito kudzakhala njira yotsika mtengo mtsogolo, pakapita nthawi, Intel ingachepetse pang'onopang'ono bizinesi yake yopanga chip kuti ipitirizebe kutumiza. the end, Ngakhale Intel ikagulitsa mafakitale ena, makampani opanga ma chip sangadabwe kwambiri. "