台积电的“苹果光环”要给英特尔了！

芯调查01-27

一直以来，台积电最引以为傲的，就是几乎包办了苹果所有核心芯片的代工，被市场视为“纯金招牌”。但最近，这块金字招牌似乎开始松动。外媒《9to5Mac》引述分析师报告指出，苹果正计划把部分未来芯片订单转向英特尔（Intel）代工，不再完全依赖台积电。若进展顺利，最快2028 年起，英特尔将为 iPhone 的非 Pro 机型代工芯片。广发证券分析师Jeff Pu 在最新报告中透露，英特尔14A 制程（...

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以及多家服务器芯片订单。其实，类似的风向早已有迹可循。知名分析师郭明𫓹此前就预测，英特尔最快2027 年就会开始为苹果最入门的 M 系列处理器（如 M7）代工，主要用于iPad 与入门款 Mac 机型。需要强调的是，这并不代表苹果会“回头”采用英特尔处理器架构，苹果仍坚持自研芯片路线，只是在制造端引入英特尔，作为台积电之外的第二供应商，以降低单一供应商依赖。但对市场来说，真正敏感的是：苹果芯片代工，从“几乎全部交给台积电”，变成“分给英特尔一杯羹”，这本身就已是重大变化。这意味着，台积电长期独享的苹果订单护城河，正出现裂缝，所谓的“代工去台化”风险，开始浮上台面。对投资人而言，这无疑是最敏感的警讯之一，台积电股价后续走势，也可能因此承压。马斯克一开口，股市先冲了英特尔又出手了，这次盯上了高通暴跌11%，英特尔太令人失望了1510亿美元，英特尔拿下美“硬核订单”","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,"isVideo":false,"video":null,"symbols":[],"gpt_button":0,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":2,"commentSize":0,"repostSize":0,"favoriteSize":1,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; 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