※ [本文轉錄自 Stock 看板 #1UBszzJs ]
作者: kyle5241 (Kyle Korver) 看板: Stock
標題: [新聞] Intel想在格羅方德下單
時間: Tue Jan 28 07:17:14 2020
1.原文連結：
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https://tinyurl.com/uc2lf6o
2.原文內容：
Rumor: Intel Moving Select CPUs To GlobalFoundries
謠言：英特爾將部分CPU轉移到GlobalFoundries來製造
Rumor: Intel will be offloading select CPUs to GloFo in 2020
That Intel underestimated demand for its 14nm process is an understatement.
Having just knocked off a record quarter the company is already trying to
increase fab capacity by 25% but even that might not be enough to survive the
onslaught of expected growth of the PC industry in 2020. Since Intel's GPUs
are also supposed to enter the fray in terms of production this year, things
are going to be very tight and the company needs to manage its production
lines very carefully in order to have a chance of meeting demand and not
bleeding more market/mind share to AMD. This is where this particular rumor
comes in.
英特爾低估了其14納米工藝的需求，這是一種輕描淡寫的說法。剛剛結束創紀錄的季度
後，該公司已經在嘗試將晶圓廠產能提高25％，但這甚至不足以承受2020年PC行業預期
增長的衝擊。由於英特爾的GPU也將在今年的產線中競爭，因此情況將非常緊張，該公司
需要非常謹慎地管理其生產線，以便有機會滿足需求並且不會把市佔率失血給AMD.
這就是這個謠言的來源。
Since GloFo is stuck at the 14nm/16nm process for now this would make sense
as Intel would be freeing up critical fab space for its higher end processors
while moving these parts where the market is fairly stagnant to GloFo.
Another reason why this rumor makes sense is that the transition to GloFo is
in line with their vision (as opposed to TSMC) considering the former is
located inside the United States and the status quo socio-political scenario
right now wouldn't look too kindly at outsourcing capability to TSMC.
由於GloFo暫時停留在14nm / 16nm工藝上，因此這是有道理的，因為英特爾將為其高端處
理器釋放關鍵的製造廠空間，同時將這些部件轉移到市場對GloFo相當停滯的地方。 謠言
之所以有意義的另一個原因是，考慮到前者位於美國境內，並且目前的社會政治情況看起
來不太友好，因此向GloFo過渡符合他們的願景（與台積電相反） 台積電的外包能力。
According to our source, here are the lineups Intel is considering moving to
GloFo:
根據消息來源，以下是Intel可能考慮轉移的產線。
Celerons (very likely)
Pentiums (very likely)
Core i3s (maybe)
There have also been rumors that Intel is considering tapping TSMC for its
next-generation graphics cards (certainly not the DG1) which would free up a
ton of space at the cost of relying on an outside foundry for production.
While I do not believe it is in Intel's best interests, this strategy also
paves the way for a future spin off of the manufacturing group and allowing
the company to become independent as a design house (that said, AMD's Wafer
Supply Agreement is essentially a dead weight and while the company has
managed to creatively work around it, the same might not be true for a
post-spun-off Intel).
也有傳言稱，英特爾正在考慮將台積電用於其下一代圖形卡（當然不是DG1），這將釋放
大量空間，但要依賴外部代工廠進行生產。 儘管我認為這不符合英特爾的最大利益，但
這種策略也為將來分拆製造部門並允許該公司作為設計公司獨立而鋪平了道路（也就是說
，AMD的晶圓供應協議本質上是死沉沉了，儘管該公司已設法創造性地解決了這一問題
，但對於分拆後的英特爾而言可能並非如此。
The choice to offload Celerons and Pentiums makes the most sense because
these are processors which don't really need the cutting edge lithography or
node maturity that is available in Intel's 14nm+++. GlobalFoundries nodes
would suffice just as much in these lower tier platforms and I think it makes
definitive business sense to get rid of these. The Core i3 part on the other
hand I am not so sure off because that is a mainstream desktop part and one
that is closely tied to the Intel brand name and since GloFo's process is
going to be different to Intel's (unless the company shares its trade secret
'CopyExactly") it could potentially damage the company's goodwill.
卸載賽揚和奔騰處理器的選擇是最有意義的，因為這些處理器實際上並不需要英特爾
14nm +++中提供的最先進的光刻技術或節點成熟度。 在這些較低層的平台中，
GlobalFoundries節點就足夠了，我認為擺脫這些節點具有一定的商業意義。 另一方面，
我不太確定Core i3部件是因為它是台式機的主流部件，並且與Intel品牌名稱緊密相關，
並且因為GloFo的流程將與Intel的流程有所不同（除非該公司共享其貿易） 機密“
CopyExactly”），可能會損害公司的商譽。
All that said, if this turns out to be true, Intel should be able to add a
few percentage points of capacity on top of the 25% this quarter and if the
ramp to 10nm goes successfully would be finally out of murky waters by early
2021. That this is going to be a make or break time for the company would
also be an understatement. If 10nm fails, then the company is looking at
loosing a lot more market-share to AMD and once the 14nm node becomes old
enough, demand would quickly fall as well.
話雖如此，如果事實證明這是真的，那麼英特爾應該能夠在本季度的25％之上增加幾個百
分點的容量，如果成功實現10nm的升級，那麼到2021年初最終將擺脫困境 對於公司而言
，這將是一個成敗的時機，這也是一種輕描淡寫的說法。 如果10nm失效，那麼該公司正
在考慮失去更多的市場份額給AMD，而一旦14nm節點變得足夠老，需求也會迅速下降。
3.心得/評論：
※必需填寫滿20字
沒想到風水輪流轉
竟然變成Intel可能需要Globalfountries
在intel產能的不足的情況下
釋出一些單也比較有彈性一點啦～
反正低階的cpu它擺明也不想要生產了