Fred_6810
08-22
那自己的代工厂吃灰吗？
市场消息：英特尔 Razor Lake 或将采用台积电 N2X 制程
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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\">\n市场消息：英特尔 Razor Lake 或将采用台积电 N2X 制程\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1041503808\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/64f0784cc29a0d0070f6e968ef6ec7f5);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">链捕手 </p>\n<p class=\"h-time\">2026-08-20 08:53</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><body><p>ChainCatcher 消息，据工商时报报道，PC 处理器先进制程竞争升温。市场消息称，<a href=\"https://laohu8.com/S/INTC\">英特尔</a>下一代 Nova Lake 桌面处理器将优先导入 bLLC 大型末级缓存，以降低访问系统内存延迟，对标 <a href=\"https://laohu8.com/S/AMD\">AMD</a> 的 3D V-Cache 技术；笔记本版本可能延至后续 Razor Lake-HX 世代推出。供应链透露，明年初问世的 Nova Lake 将采用英特尔 18A 与<a href=\"https://laohu8.com/S/TSM\">台积电</a> N2P 等不同制程组合，后续 Razor Lake 则可能进一步导入台积电高效能 2 纳米 N2X 制程。</p><p>N2X 属于台积电 N2 平台的高效能延伸版本，锁定高频 CPU、AI 及 HPC 应用，晶体管技术由 FinFET 转向纳米片。若最终量产，英特尔采用台积电先进制程的合作有望延伸至更广泛的 2 纳米家族，有助于降低单一自有制程风险并优化高阶 CPU 上市时程与产能配置。</p><p>除台积电直接受益外，相关供应链亦有望迎来商机。颂胜为台湾少数具备自主 CMP 研磨垫量产能力的厂商，上半年半导体合并营收年增 25%，占比升至 66%，Hard Pad 与先进封装需求强劲，Soft Pad 新线预计第三季试产、第四季逐步量产，并已有产品应用于 CoWoS 及 SoIC。中砂掌握 CMP 钻石碟及再生晶圆，第二季营收 24.9 亿元、年增 17.9%，毛利率升至 40.1%，2 纳米及 1.6 纳米相关钻石碟出货快速增加。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0353189680.USD":"富国美国全盘成长基金Cl A Acc","ASIA":"Matthews Pacific Tiger Active ETF","LU1023057109.AUD":"BGF CHINA \"A2\" (AUDHDG) ACC","CGNG":"Capital Group New Geography Equity ETF","BLOX":"Nicholas Crypto Income ETF","LU1917777945.USD":"安联专题基金Cl AT Acc","LU0158827781.USD":" ALLIANZ GLOBAL SUSTAINABILITY \"AT\" (USD) ACC","IE000WAW04H5.SGD":"RQI GLOBAL \"I\" (SGD) INC A","LU0572939691.SGD":"Janus Henderson Horizon Asian Dividend Income A2 SGD","LU2506951792.HKD":"BNP PARIBAS ENERGY TRANSITION \"CRH\" (HKDHDG) ACC","LU1868837565.USD":"CT (LUX) I GLOBAL EMERGING MARKET EQUITIES \"1\" (USD) ACC","IE000SO60NU8.SGD":"RQI GLOBAL \"I\" (SGDHDG) ACC A","IE0004091025.USD":"BNY MELLON GLOBAL OPPORTUNITIES \"B\" (USD) ACC","LU0149725797.USD":"汇丰美国股市经济规模基金","BK4588":"碎股","LU1934455863.HKD":"AB SICAV I LOW VOLATILITY TOTAL RETURN EQUITY PORT \"A\" (HKD) ACC","LU2360032135.SGD":"ALLSPRING GLOBAL EQUITY ENHANCED INCOME \"A\" (SGDHDG) INC","LU0143863784.USD":"CT (LUX) I GLOBAL EMERGING MARKET EQUITIES\"DU\" (USD) ACC","LU1623119135.USD":"Natixis Mirova Global Sustainable Equity R-NPF/A USD","MEMX":"Matthews Emerging Markets EX China Active Etf","IE00BQXX3D17.EUR":"GUINNESS GLOBAL INNOVATORS \"C\" (EUR) ACC","BAI":"iShares A.I. 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