Intel是台积电唯一替代选择！分析师极度看好18A优势

市场资讯06-25

炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！快科技6月25日消息，据报道，华尔街Northland分析师Gus Richard认为，Intel是唯一能替代台积电的选择，他还重申了对Intel的"优于大盘"评级和28美元的目标价。Richard认为，虽然Intel的转型之路仍面临诸多挑战，但该公司拥有大量技术与操作杠杆来推动重整计划。他指出："明年Intel将能与台积电...

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特斯拉车规级芯片备选三星

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Richard认为，Intel是唯一能替代台积电的选择，他还重申了对Intel的\"优于大盘\"评级和28美元的目标价。Richard认为，虽然Intel的转型之路仍面临诸多挑战，但该公司拥有大量技术与操作杠杆来推动重整计划。他指出：\"明年Intel将能与台积电...</p>\n\n<a href=\"https://finance.sina.com.cn/stock/t/2025-06-25/doc-infchqmp4578865.shtml\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU1623119135.USD","symbol_name":"Natixis Mirova Global Sustainable Equity R-NPF/A USD","start_time":0,"source_url":"https://finance.sina.com.cn/stock/t/2025-06-25/doc-infchqmp4578865.shtml","article_id":"2546977782","we_media_id":null,"thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2546977782","pubTimestamp":1750842000,"columns":[],"sourceInfo":{"source_id":"sina","name":"sina"},"weMediaInfo":null,"summary":"快科技6月25日消息，据报道，华尔街Northland分析师Gus Richard认为，Intel是唯一能替代台积电的选择，他还重申了对Intel的\"优于大盘\"评级和28美元的目标价。目前Intel的18A制程已接近商业化，该公司在近期2025年VLSI技术与电路研讨会上宣布，这项新制程将用于Panther Lake CPU等产品。相较于现行的Intel 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Analysts are extremely bullish on the 18A advantage","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"EWT":0.6,"INTC":1,"03145":0.6,"TWmain":1,"TSM":1},"content_text":"炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 快科技6月25日消息，据报道，华尔街Northland分析师Gus Richard认为，Intel是唯一能替代台积电的选择，他还重申了对Intel的\"优于大盘\"评级和28美元的目标价。Richard认为，虽然Intel的转型之路仍面临诸多挑战，但该公司拥有大量技术与操作杠杆来推动重整计划。他指出：\"明年Intel将能与台积电并驾齐驱，拥有相似的制程技术，并且与台积电一同成为先进封装的领导者。\"目前，Intel正在大规模扩建位于亚利桑那州的Fab 52与Fab 62厂房，而台积电也在凤凰城兴建一座专属晶圆厂。Richard进一步推测，由于Intel在先进封装的领先优势，未来可能转型为SiP（系统级封装）代工厂。SiP是一种先进工艺，它允许将多个集成电路和其他组件集成到一个单一的封装中。目前Intel的18A制程已接近商业化，该公司在近期2025年VLSI技术与电路研讨会上宣布，这项新制程将用于Panther Lake CPU等产品。相较于现行的Intel 3制程，提供30%更高的密度扩展、25%的频率提升及36%的功耗降低。此外，Intel产品事业群CEO Michelle Johnston在最近的2025年美国银行全球技术大会上透露，公司将终止任何利润率低于至少50%产品的研发工作。\n\n\n\n海量资讯、精准解读，尽在新浪财经APP","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"},"commentList":[{"id":450004589376200,"gmtCreate":1750890903876,"gmtModify":1750890904871,"author":{"id":"4207235655169200","authorId":"4207235655169200","name":"一割","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","vip":1,"crmLevel":5,"crmLevelSwitch":1,"authorIdStr":"4207235655169200","idStr":"4207235655169200"},"htmlText":"特斯拉车规级芯片备选三星","listText":"特斯拉车规级芯片备选三星","text":"特斯拉车规级芯片备选三星","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/450004589376200","repostId":2546977782,"repostType":2,"repost":{"id":"2546977782","kind":"news","pubTimestamp":1750842000,"share":"https://www.laohu8.com/m/news/2546977782?lang=&edition=full","pubTime":"2025-06-25 17:00","market":"sh","language":"zh","title":"Intel是台积电唯一替代选择！分析师极度看好18A优势","url":"https://stock-news.laohu8.com/highlight/detail?id=2546977782","media":"市场资讯","summary":"快科技6月25日消息，据报道，华尔街Northland分析师Gus Richard认为，Intel是唯一能替代台积电的选择，他还重申了对Intel的\"优于大盘\"评级和28美元的目标价。目前Intel的18A制程已接近商业化，该公司在近期2025年VLSI技术与电路研讨会上宣布，这项新制程将用于Panther Lake CPU等产品。相较于现行的Intel 3制程，提供30%更高的密度扩展、25%的频率提升及36%的功耗降低。","content":"<html><body><div>\n<blockquote><p>　　炒股就看<a href=\"https://laohu8.com/S/603586\">金麒麟</a>分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！</p></blockquote> <p cms-style=\"font-L\">快科技6月25日消息，据报道，华尔街Northland分析师Gus Richard认为，Intel是唯一能替代<a href=\"https://laohu8.com/S/TSM\">台积电</a>的选择，他还重申了对Intel的\"优于大盘\"评级和28美元的目标价。</p><p cms-style=\"font-L\">Richard认为，虽然Intel的转型之路仍面临诸多挑战，但该公司拥有大量技术与操作杠杆来推动重整计划。</p><p cms-style=\"font-L\">他指出：\"明年Intel将能与台积电并驾齐驱，拥有相似的制程技术，并且与台积电一同成为先进封装的领导者。\"</p><p cms-style=\"font-L\">目前，Intel正在大规模扩建位于亚利桑那州的Fab 52与Fab 62厂房，而台积电也在<a href=\"https://laohu8.com/S/600716\">凤凰</a>城兴建一座专属晶圆厂。</p><p cms-style=\"font-L\">Richard进一步推测，由于Intel在先进封装的领先优势，未来可能转型为SiP（系统级封装）代工厂。</p><p cms-style=\"font-L\">SiP是一种先进工艺，它允许将多个集成电路和其他组件集成到一个单一的封装中。</p><p cms-style=\"font-L\">目前Intel的18A制程已接近商业化，该公司在近期2025年VLSI技术与电路研讨会上宣布，这项新制程将用于Panther Lake CPU等产品。</p><p cms-style=\"font-L\">相较于现行的Intel 3制程，提供30%更高的密度扩展、25%的频率提升及36%的功耗降低。</p><p cms-style=\"font-L\">此外，Intel产品事业群CEO Michelle Johnston在最近的2025年<a href=\"https://laohu8.com/S/BAC\">美国银行</a>全球技术大会上透露，公司将终止任何利润率低于至少50%产品的研发工作。</p><div><img src=\"http://n.sinaimg.cn/spider20250625/200/w600h400/20250625/a641-b4886ac3501b60e28a2143764b430a1e.jpg\"/><span></span></div>\n<div></div>\n<div>\n<div><img src=\"\"/></div>\n<div>海量资讯、精准解读，尽在<a href=\"https://laohu8.com/S/SINA\">新浪</a>财经APP</div>\n</div>\n</div></body></html>","source":"sina","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" 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width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nIntel是台积电唯一替代选择！分析师极度看好18A优势\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-06-25 17:00 北京时间&nbsp;&nbsp;&nbsp;<a href=https://finance.sina.com.cn/stock/t/2025-06-25/doc-infchqmp4578865.shtml><strong>市场资讯</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 快科技6月25日消息，据报道，华尔街Northland分析师Gus Richard认为，Intel是唯一能替代台积电的选择，他还重申了对Intel的\"优于大盘\"评级和28美元的目标价。Richard认为，虽然Intel的转型之路仍面临诸多挑战，但该公司拥有大量技术与操作杠杆来推动重整计划。他指出：\"明年Intel将能与台积电...</p>\n\n<a href=\"https://finance.sina.com.cn/stock/t/2025-06-25/doc-infchqmp4578865.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU1623119135.USD":"Natixis Mirova Global Sustainable Equity R-NPF/A USD","BK4575":"芯片概念","IE00B5TLWC47.USD":"BNY MELLON LONG-TERM GLOBAL EQUITY \"B\" (USD) ACC","LU0541501648.USD":"ALLSPRING  EMERGING MARKETS EQUITY \"A\" (USD) ACC","SGXZ51526630.SGD":"大华环球创新基金A Acc SGD","BK4535":"淡马锡持仓","IE00BD6J9T35.USD":"NEUBERGER BERMAN NEXT GENERATION MOBILITY \"A\" (USD) ACC","IE00BQXX3F31.USD":"GUINNESS GLOBAL INNOVATORS \"C\" (USD) 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Global Innovation A Acc SGD-H","BK4141":"半导体产品","LU1282649067.USD":"ALLIANZ ASIAN MULTI INCOME PLUS \"AMG\" (USD) INC A","BK4503":"景林资产持仓","LU0823421333.USD":"BNP PARIBAS DISRUPTIVE TECHNOLOGY \"C\" (USD) ACC"},"source_url":"https://finance.sina.com.cn/stock/t/2025-06-25/doc-infchqmp4578865.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/b0d1b7e8843deea78cc308b15114de44","article_id":"2546977782","content_text":"炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 快科技6月25日消息，据报道，华尔街Northland分析师Gus Richard认为，Intel是唯一能替代台积电的选择，他还重申了对Intel的\"优于大盘\"评级和28美元的目标价。Richard认为，虽然Intel的转型之路仍面临诸多挑战，但该公司拥有大量技术与操作杠杆来推动重整计划。他指出：\"明年Intel将能与台积电并驾齐驱，拥有相似的制程技术，并且与台积电一同成为先进封装的领导者。\"目前，Intel正在大规模扩建位于亚利桑那州的Fab 52与Fab 62厂房，而台积电也在凤凰城兴建一座专属晶圆厂。Richard进一步推测，由于Intel在先进封装的领先优势，未来可能转型为SiP（系统级封装）代工厂。SiP是一种先进工艺，它允许将多个集成电路和其他组件集成到一个单一的封装中。目前Intel的18A制程已接近商业化，该公司在近期2025年VLSI技术与电路研讨会上宣布，这项新制程将用于Panther Lake CPU等产品。相较于现行的Intel 3制程，提供30%更高的密度扩展、25%的频率提升及36%的功耗降低。此外，Intel产品事业群CEO Michelle Johnston在最近的2025年美国银行全球技术大会上透露，公司将终止任何利润率低于至少50%产品的研发工作。\n\n\n\n海量资讯、精准解读，尽在新浪财经APP","news_type":1,"symbols_score_info":{"EWT":0.6,"INTC":1,"03145":0.6,"TWmain":1,"TSM":1}},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"}],"isCommentEnd":false,"newsSizeData":{"likeSize":0,"commentSize":1,"repostSize":1,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; 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