DeW的个人主页 - 老虎社区

DeW

DeW

一万一炒到一千万的故事会。

IP属地：广东

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2025-07-17

$英特尔(INTC)$ 18a不景气量产只有55%不足以外部代工啊。 18a-p也是还没看到影子，现在买英特尔纯豪赌。但是我赌了[愤怒] ！

2024-08-03

$英特尔(INTC)$ 现在买因特尔纯赌一把光刻机，我不懂具体制造。但是上一次intel给台积电超越就是装逼的说下了，duv也可以做很好的7nm结果后来他们去做3nm2nm，是euv能接着做2nm3nm。问题是再往下的呢？制造末期订单全丢。

04-14

$高通(QCOM)$ 看多高通，财报出来不受内存影响，股价暴跌纯属意外。受影响的是手机厂商，并且各个内存市场之间并不像显存一样受冲击。

01-24

$英特尔(INTC)$ 持续看多，等到intel未来回正，甚至是ifs接单苹果之日。必然迅速突破100$，做时间的朋友。

2025-09-20

$英特尔(INTC)$ 长期看涨，大部分人压根不知道intel为什么研发如此艰难，基本上intel现在单独零跑背部供电技术。台积电和三星之流，只是在节点上所谓领先。背部供电量产，相对于当年euv多重曝光制成是一样的，属于必须推进项目没有之几。等到台积电27年开始风险量产的时候，intel估计就追回市场宝座了。 [微笑] 现在选择intel将会是持有长期预期，至少再看一年上50！27年突破百元。

2025-08-12

人没那么傻，强制那几个公司支持intel芯片制造，intel逆转财报起码是五六倍利润。 [可爱]而且还可以打出振新美国制造的感情牌。然后又可以在社交媒体上说，谁叫你们不支持国家。

02-23

[呆住] 背部供电本身能跑通不错了，技术难度比mircoled的迁移类似。台积电，早晚卡在这块上。

英特尔 18A 制程实测：M0 间距 36nm、GAA 间距 76nm，与宣传存在差距

01-16

芯片都开始造了，承认别人靠跳级险胜一招，自己在最先进落后了都不会。台积电早晚给这几个老登害死。

Intel首发量产2nm级工艺台积电称不怕竞争：不是砸钱就行的

2025-11-11

Indian hh.

奥特曼连夜挖走英特尔CTO！AI首席突然叛逃，陈立武被迫亲自挂帅

2025-11-10

[笑哭] 居然还有一万片。

10月美亚AMD X3D处理器销量超Intel全系

去老虎APP查看更多动态

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受影响的是手机厂商，并且各个内存市场之间并不像显存一样受冲击。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/553551217054128","isVote":1,"tweetType":1,"viewCount":767,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":535891922776936,"gmtCreate":1771853963303,"gmtModify":1771853965836,"author":{"id":"3512032956627506","authorId":"3512032956627506","name":"DeW","avatar":"https://static.tigerbbs.com/73b517b102fce41516e0dd44e881246a","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3512032956627506","idStr":"3512032956627506"},"themes":[],"title":"","htmlText":"[呆住]&nbsp; 背部供电本身能跑通不错了，技术难度比mircoled的迁移类似。 台积电，早晚卡在这块上。","listText":"[呆住]&nbsp; 背部供电本身能跑通不错了，技术难度比mircoled的迁移类似。 台积电，早晚卡在这块上。","text":"[呆住] 背部供电本身能跑通不错了，技术难度比mircoled的迁移类似。 台积电，早晚卡在这块上。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/535891922776936","repostId":"2613243114","repostType":2,"repost":{"id":"2613243114","kind":"news","pubTimestamp":1771672345,"share":"https://www.laohu8.com/m/news/2613243114?lang=zh_CN&edition=full","pubTime":"2026-02-21 19:12","market":"us","language":"zh","title":"英特尔 18A 制程实测：M0 间距 36nm、GAA 间距 76nm，与宣传存在差距","url":"https://stock-news.laohu8.com/highlight/detail?id=2613243114","media":"IT之家","summary":"Panther Lake 的逻辑最小栅极间距为 76nm，而 SRAM 位线间距为 52nm，两者之间存在显著差异。目前尚未公布 GAA 关键尺寸，因此无法进一步反推出 GAA 间距。分析认为，英特尔计划在 14A 节点引入钼，但 14A 的 M0 间距仍然较大，仅略小于 18A，因此目前尚无必要采用钌。分析认为，先不考虑英特尔承诺的 32nm 间距，仅从当前量产产品来看，即使在 36nm 上，良率稳定仍需一些时日。报告提到，18A 逻辑 GAA 间距达 76nm，甚至远大于中芯国际 N+3 工艺的 32nm 鳍片间距。","content":"<html><body><article><p>IT之家 2 月 21 日消息，分析师 @jukan05 今日转发了一份关于<a href=\"https://laohu8.com/S/INTC\">英特尔</a> Panther Lake 的深度技术分析报告，揭示了首款基于 Intel 18A 制程工艺的 CPU 产品的关键设计参数。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20260221191317693d2014zmgz4fv1uk\"/><p>这份报告通过对芯片物理实现的详细拆解，呈现了 18A 工艺在初期量产阶段的真实技术面貌，同时也勾勒出英特尔未来 14A 工艺的技术演进路径。</p><p><strong>核心尺寸与单元设计</strong></p><p>Panther Lake 芯片的裸晶圆尺寸（Die size）约为 110mm²，芯片内所有区域，包括逻辑芯片和 SRAM 芯片，均采用了高性能（HP）库，而非通常用于提高密度的高密度（HD）库。</p><p>具体而言，逻辑芯片部分采用 G50H180 规格，SRAM 芯片面积为 0.023μm²，这与英特尔此前披露的信息一致。</p><p>在金属层间距上，其最小金属间距（M0）为 36nm。尽管 Intel 18A 宣称可实现 32nm 的 M0 间距，但这仅适用于 HD 库（对应 H160）。</p><p>与业界常见的 HD / HP 同间距但晶体管数量不同的做法不同，18A 的 HD 和 HP 库均维持 5 个鳍片，但 HD 库采用 32nm 间距，而 HP 库则为 36nm 间距。</p><p>在金属层方面，前端（FS）共有 15 层金属层，后端（BS）共有 6 层金属层，其中 BM5 层实质上可视为 RDL（重分布层）。</p><p><strong>GAA 间距与背面供电的妥协</strong></p><p>GAA 全环绕栅极晶体管的间距是衡量工艺先进性的关键指标。Panther Lake 的逻辑最小栅极间距为 76nm，而 SRAM 位线间距为 52nm，两者之间存在显著差异。这一差异背后则是技术的现实权衡。</p><p>值得注意的是，逻辑与 SRAM 均采用 HP 库，但两者最小间距差异较大。目前尚未公布 GAA 关键尺寸（CD），因此无法进一步反推出 GAA 间距。</p><p>关于 Power Via 背面供电技术，英特尔此前已说明 18A 的 SRAM 并未采用 Power Via 方案。18A 的 Power Via 技术是在 GAA 结构之间插入电源通孔，将背面供电连接至前端中段金属层（MEOL）接触层，并向源极提供电力。但是，这要求 GAA 间距必须足够大，否则 Power Via 无法通过。</p><p>按照业内普遍认知，若要在 SRAM 单元中实现 Power Via，仅插入 NN 间距一项就需将单元高度增加 1.1 倍。报告指出，虽然英特尔官方解释是背面供电对 SRAM 提供的收益不明显，而根本原因在于技术限制。</p><p>好消息是，这一限制将在 14A 节点得到解决。14A 将改用 BSCON 技术，直接从背面连接到晶体管的源极端子，从而摆脱 GAA 间距的约束。这意味着，14A 的 SRAM 是具备采用 Power Via 技术能力的。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20260221191319803d201asdos9zseq8\"/><p>在材料层面，18A 的 MEOL（中段制程）接触孔以及 BEOL（后段制程）的 V0/V1 层仍采用钨，而非此前传闻中的钼。M0 金属层则采用铜。分析认为，英特尔计划在 14A 节点引入钼，但 14A 的 M0 间距仍然较大，仅略小于 18A，因此目前尚无必要采用钌。</p><p>除此之外，18A 的 GAA 结构已配备内部间隔层（Inner Spacer）。相比之下，<a href=\"https://laohu8.com/S/SMSN.UK\">三星</a>的 SF3 工艺直到 SF2 节点才引入该结构，这凸显了不同代工厂在技术成熟度上的差异。</p><p>在产能与良率方面，报告提到，Panther Lake 目前仍处于良率爬坡阶段，且当前产品全部采用相对更易制造的 HP 库。分析认为，先不考虑英特尔承诺的 32nm 间距，仅从当前量产产品来看，即使在 36nm 上，良率稳定仍需一些时日。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20260221191320448d201iqukp119r8s\"/><p>报告提到，18A 逻辑 GAA 间距达 76nm，甚至远大于<a href=\"https://laohu8.com/S/688981\">中芯国际</a> N+3 工艺的 32nm 鳍片间距。这印证了一个观点：GAA 工艺本身与光刻设备的关联度有限，甚至在光刻设备受限时，反而可通过 GAA 来放宽间距要求。然而，即便拥有这种便利，英特尔要想实现稳定的量产工艺仍非易事。半导体的难度远不止于光刻机，极紫外光刻仅是入场券，真正的竞争在于蚀刻、沉积、清洗等更难的工艺整合能力，而这正是<a href=\"https://laohu8.com/S/TSM\">台积电</a>领先于英特尔和三星的核心领域。</p></article></body></html>","source":"tencent","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\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>英特尔 18A 制程实测：M0 间距 36nm、GAA 间距 76nm，与宣传存在差距</title>\n<style 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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英特尔 18A 制程实测：M0 间距 36nm、GAA 间距 76nm，与宣传存在差距\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-02-21 19:12 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260221191326a7101bde&s=b><strong>IT之家</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>IT之家 2 月 21 日消息，分析师 @jukan05 今日转发了一份关于英特尔 Panther Lake 的深度技术分析报告，揭示了首款基于 Intel 18A 制程工艺的 CPU 产品的关键设计参数。这份报告通过对芯片物理实现的详细拆解，呈现了 18A 工艺在初期量产阶段的真实技术面貌，同时也勾勒出英特尔未来 14A 工艺的技术演进路径。核心尺寸与单元设计Panther Lake 芯片的...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260221191326a7101bde&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4534":"瑞士信贷持仓","LINT":"Direxion Daily INTC Bull 2X ETF","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4529":"IDC概念","BK4602":"量子计算概念","LU0274383776.USD":"MANULIFE GF US SMALL CAP EQUITY \"AA\" (USD) INC","LU2089985449.USD":"MANULIFE GF GLOBAL SEMICONDUCTOR OPPORTUNITIES \"AA\" (USD) ACC","BK4575":"芯片概念","LU2931357623.SGD":"MANULIFE GF GLOBAL SEMICONDUCTOR OPPORTUNITIES \"AA\" (SGDHDG) ACC","BK4535":"淡马锡持仓","BK4515":"5G概念","INTC":"英特尔","BK4612":"AI芯片","LU2148611432.USD":"AZ ALLOCATION BALANCED BRAVE \"AAZ\" (USDHDG) ACC","BK4588":"碎股","LU0081259029.USD":"UBS (LUX) EQUITY FUND - TECH OPPORTUNITY \"P\" (USD) ACC","BK4550":"红杉资本持仓","BK4579":"人工智能","BK4605":"半导体精选","INTW":"2倍做多INTC ETF-GraniteShares","LU2543165471.USD":"E FUND (HK) GLOBAL QUALITY GROWTH \"A\" (USD) ACC","LU0097036916.USD":"贝莱德美国增长A2 USD","BK4554":"元宇宙及AR概念","LU0321505439.SGD":"Schroder ISF Global Dividend Maximiser A Acc SGD","BK4543":"AI","BK4512":"苹果概念","BK4585":"ETF&股票定投概念","BK4527":"明星科技股","LU0321505868.SGD":"Schroder ISF Global Dividend Maximiser A Dis SGD","BK4141":"半导体产品","04335":"英特尔-T"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260221191326a7101bde&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2613243114","content_text":"IT之家 2 月 21 日消息，分析师 @jukan05 今日转发了一份关于英特尔 Panther Lake 的深度技术分析报告，揭示了首款基于 Intel 18A 制程工艺的 CPU 产品的关键设计参数。这份报告通过对芯片物理实现的详细拆解，呈现了 18A 工艺在初期量产阶段的真实技术面貌，同时也勾勒出英特尔未来 14A 工艺的技术演进路径。核心尺寸与单元设计Panther Lake 芯片的裸晶圆尺寸（Die size）约为 110mm²，芯片内所有区域，包括逻辑芯片和 SRAM 芯片，均采用了高性能（HP）库，而非通常用于提高密度的高密度（HD）库。具体而言，逻辑芯片部分采用 G50H180 规格，SRAM 芯片面积为 0.023μm²，这与英特尔此前披露的信息一致。在金属层间距上，其最小金属间距（M0）为 36nm。尽管 Intel 18A 宣称可实现 32nm 的 M0 间距，但这仅适用于 HD 库（对应 H160）。与业界常见的 HD / HP 同间距但晶体管数量不同的做法不同，18A 的 HD 和 HP 库均维持 5 个鳍片，但 HD 库采用 32nm 间距，而 HP 库则为 36nm 间距。在金属层方面，前端（FS）共有 15 层金属层，后端（BS）共有 6 层金属层，其中 BM5 层实质上可视为 RDL（重分布层）。GAA 间距与背面供电的妥协GAA 全环绕栅极晶体管的间距是衡量工艺先进性的关键指标。Panther Lake 的逻辑最小栅极间距为 76nm，而 SRAM 位线间距为 52nm，两者之间存在显著差异。这一差异背后则是技术的现实权衡。值得注意的是，逻辑与 SRAM 均采用 HP 库，但两者最小间距差异较大。目前尚未公布 GAA 关键尺寸（CD），因此无法进一步反推出 GAA 间距。关于 Power Via 背面供电技术，英特尔此前已说明 18A 的 SRAM 并未采用 Power Via 方案。18A 的 Power Via 技术是在 GAA 结构之间插入电源通孔，将背面供电连接至前端中段金属层（MEOL）接触层，并向源极提供电力。但是，这要求 GAA 间距必须足够大，否则 Power Via 无法通过。按照业内普遍认知，若要在 SRAM 单元中实现 Power Via，仅插入 NN 间距一项就需将单元高度增加 1.1 倍。报告指出，虽然英特尔官方解释是背面供电对 SRAM 提供的收益不明显，而根本原因在于技术限制。好消息是，这一限制将在 14A 节点得到解决。14A 将改用 BSCON 技术，直接从背面连接到晶体管的源极端子，从而摆脱 GAA 间距的约束。这意味着，14A 的 SRAM 是具备采用 Power Via 技术能力的。在材料层面，18A 的 MEOL（中段制程）接触孔以及 BEOL（后段制程）的 V0/V1 层仍采用钨，而非此前传闻中的钼。M0 金属层则采用铜。分析认为，英特尔计划在 14A 节点引入钼，但 14A 的 M0 间距仍然较大，仅略小于 18A，因此目前尚无必要采用钌。除此之外，18A 的 GAA 结构已配备内部间隔层（Inner Spacer）。相比之下，三星的 SF3 工艺直到 SF2 节点才引入该结构，这凸显了不同代工厂在技术成熟度上的差异。在产能与良率方面，报告提到，Panther Lake 目前仍处于良率爬坡阶段，且当前产品全部采用相对更易制造的 HP 库。分析认为，先不考虑英特尔承诺的 32nm 间距，仅从当前量产产品来看，即使在 36nm 上，良率稳定仍需一些时日。报告提到，18A 逻辑 GAA 间距达 76nm，甚至远大于中芯国际 N+3 工艺的 32nm 鳍片间距。这印证了一个观点：GAA 工艺本身与光刻设备的关联度有限，甚至在光刻设备受限时，反而可通过 GAA 来放宽间距要求。然而，即便拥有这种便利，英特尔要想实现稳定的量产工艺仍非易事。半导体的难度远不止于光刻机，极紫外光刻仅是入场券，真正的竞争在于蚀刻、沉积、清洗等更难的工艺整合能力，而这正是台积电领先于英特尔和三星的核心领域。","news_type":1,"symbols_score_info":{"INTW":0.6,"04335":1.96,"INTC":1.96,"LINT":0.6}},"isVote":1,"tweetType":1,"viewCount":519,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":524975684030728,"gmtCreate":1769194484328,"gmtModify":1769194486661,"author":{"id":"3512032956627506","authorId":"3512032956627506","name":"DeW","avatar":"https://static.tigerbbs.com/73b517b102fce41516e0dd44e881246a","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3512032956627506","idStr":"3512032956627506"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp; 持续看多，等到intel未来回正，甚至是ifs接单苹果之日。必然迅速突破100$，做时间的朋友。","listText":"<a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp; 持续看多，等到intel未来回正，甚至是ifs接单苹果之日。必然迅速突破100$，做时间的朋友。","text":"$英特尔(INTC)$ 持续看多，等到intel未来回正，甚至是ifs接单苹果之日。必然迅速突破100$，做时间的朋友。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/524975684030728","isVote":1,"tweetType":1,"viewCount":2393,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":522122656400568,"gmtCreate":1768507394144,"gmtModify":1768507397581,"author":{"id":"3512032956627506","authorId":"3512032956627506","name":"DeW","avatar":"https://static.tigerbbs.com/73b517b102fce41516e0dd44e881246a","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3512032956627506","idStr":"3512032956627506"},"themes":[],"title":"","htmlText":"芯片都开始造了，承认别人靠跳级险胜一招，自己在最先进落后了都不会。台积电早晚给这几个老登害死。","listText":"芯片都开始造了，承认别人靠跳级险胜一招，自己在最先进落后了都不会。台积电早晚给这几个老登害死。","text":"芯片都开始造了，承认别人靠跳级险胜一招，自己在最先进落后了都不会。台积电早晚给这几个老登害死。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/522122656400568","repostId":"2603600002","repostType":2,"repost":{"id":"2603600002","kind":"news","pubTimestamp":1768482114,"share":"https://www.laohu8.com/m/news/2603600002?lang=zh_CN&edition=full","pubTime":"2026-01-15 21:01","market":"us","language":"zh","title":"Intel首发量产2nm级工艺 台积电称不怕竞争：不是砸钱就行的","url":"https://stock-news.laohu8.com/highlight/detail?id=2603600002","media":"快科技","summary":"快科技1月15日消息，虽然台积电在去年12月底宣布2nm工艺已经量产，但Intel在去年10月份就宣布量产18A工艺，这也是2nm级别的工艺，量产时间上算是领先了台积电一次。Intel接下来靠着18A工艺确实有机会抢占先进工艺市场，甚至有可能获得苹果等大厂的订单，分走台积电的代工份额。对于这个问题，台积电CEO魏哲家也在今天的说法会上回应了与Intel的竞争，他的态度是台积电不担心Intel会在晶圆代工市场上影响台积电的占有率，无惧Intel的竞争。","content":"<html><body><article><p>快科技1月15日消息，虽然<a href=\"https://laohu8.com/S/TSM\">台积电</a>在去年12月底宣布2nm工艺已经量产，但Intel在去年10月份就宣布量产18A工艺，这也是2nm级别的工艺，量产时间上算是领先了台积电一次。</p><p>Intel接下来靠着18A工艺确实有机会抢占先进工艺市场，甚至有可能获得<a href=\"https://laohu8.com/S/AAPL\">苹果</a>等大厂的订单，分走台积电的代工份额。</p><p>对于这个问题，台积电CEO魏哲家也在今天的说法会上回应了与Intel的竞争，<strong>他的态度是台积电不担心Intel会在晶圆代工市场上影响台积电的占有率</strong>，无惧Intel的竞争。</p><p>他表示，先进工艺与系统整合越来越难，竞争不是靠砸钱就能追上的，一项先进技术通常要2-3年的准备期，完成后才能把设计落实到产品上，而产品通过认证或者核准之后，<strong>还要进入量产、良率<span>拉升</span>及产能爬坡等阶段，还要1-2年时间才行。</strong></p><p>魏哲家表示，台积电一直不缺对手，而且还都是强劲的对手，公司正视对方投入与进展，但不会因此动摇，台积电将持续以技术领先、制造能力与客户信任为核心，推动业务往既定方向发展，并在竞争环境中延续长期优势。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20260115211144966d201c72tx2xgy1t\"/></article></body></html>","source":"tencent","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\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Intel首发量产2nm级工艺 台积电称不怕竞争：不是砸钱就行的</title>\n<style 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}\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { 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首发量产2nm级工艺 台积电称不怕竞争：不是砸钱就行的\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-01-15 21:01 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260115211147a4c7d469&s=b><strong>快科技</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>快科技1月15日消息，虽然台积电在去年12月底宣布2nm工艺已经量产，但Intel在去年10月份就宣布量产18A工艺，这也是2nm级别的工艺，量产时间上算是领先了台积电一次。Intel接下来靠着18A工艺确实有机会抢占先进工艺市场，甚至有可能获得苹果等大厂的订单，分走台积电的代工份额。对于这个问题，台积电CEO魏哲家也在今天的说法会上回应了与Intel的竞争，他的态度是台积电不担心Intel会在...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260115211147a4c7d469&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"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","IE0004091025.USD":"BNY MELLON GLOBAL OPPORTUNITIES \"B\" (USD) ACC","LU0158827781.USD":" ALLIANZ GLOBAL SUSTAINABILITY \"AT\" (USD) ACC","LU2360032135.SGD":"ALLSPRING GLOBAL 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Acc","BK4579":"人工智能"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260115211147a4c7d469&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2603600002","content_text":"快科技1月15日消息，虽然台积电在去年12月底宣布2nm工艺已经量产，但Intel在去年10月份就宣布量产18A工艺，这也是2nm级别的工艺，量产时间上算是领先了台积电一次。Intel接下来靠着18A工艺确实有机会抢占先进工艺市场，甚至有可能获得苹果等大厂的订单，分走台积电的代工份额。对于这个问题，台积电CEO魏哲家也在今天的说法会上回应了与Intel的竞争，他的态度是台积电不担心Intel会在晶圆代工市场上影响台积电的占有率，无惧Intel的竞争。他表示，先进工艺与系统整合越来越难，竞争不是靠砸钱就能追上的，一项先进技术通常要2-3年的准备期，完成后才能把设计落实到产品上，而产品通过认证或者核准之后，还要进入量产、良率拉升及产能爬坡等阶段，还要1-2年时间才行。魏哲家表示，台积电一直不缺对手，而且还都是强劲的对手，公司正视对方投入与进展，但不会因此动摇，台积电将持续以技术领先、制造能力与客户信任为核心，推动业务往既定方向发展，并在竞争环境中延续长期优势。","news_type":1,"symbols_score_info":{"04335":1.93,"TSM":1.96,"INTC":1.93,"03145":0.6}},"isVote":1,"tweetType":1,"viewCount":1212,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":499093477159360,"gmtCreate":1762874594788,"gmtModify":1762874596998,"author":{"id":"3512032956627506","authorId":"3512032956627506","name":"DeW","avatar":"https://static.tigerbbs.com/73b517b102fce41516e0dd44e881246a","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3512032956627506","idStr":"3512032956627506"},"themes":[],"title":"","htmlText":"Indian hh.","listText":"Indian hh.","text":"Indian hh.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/499093477159360","repostId":"1164477321","repostType":2,"repost":{"id":"1164477321","kind":"news","pubTimestamp":1762838984,"share":"https://www.laohu8.com/m/news/1164477321?lang=zh_CN&edition=full","pubTime":"2025-11-11 13:29","market":"us","language":"zh","title":"奥特曼连夜挖走英特尔CTO！AI首席突然叛逃，陈立武被迫亲自挂帅","url":"https://stock-news.laohu8.com/highlight/detail?id=1164477321","media":"新智元","summary":"今天一早，英特尔CTO兼首席AI官Sachin Katti突然宣布离职。CEO亲自挂帅CTO，还要兼顾领导AI部门。这一次，OpenAI抢到了英特尔CTO，对于自身算力布局版图来说意义重大。英特尔高层流失，AI时代艰难转身被寄予厚望的Sachin Katti出走后，英特尔华人CEO陈立武紧急救火，决定接管公司AI业务。Katti的离职标志着，英特尔今年痛失的第二位顶级AI高管。半个多月前，英特尔第三季度财报发布，137亿美元营收亮眼。","content":"<html><head></head><body><blockquote><p>导读：今天，OpenAI将英特尔首席AI官招入麾下，专攻算力基础设施建设，华人CEO救火亲自接管英特尔AI部门。与英伟达的仗还没打赢，自家后院就起了火。</p></blockquote><p>毫无征兆！</p><p>今天一早，英特尔CTO兼首席AI官Sachin Katti突然宣布离职。</p><p>他的下一站，正是当前AI领域的绝对核心——OpenAI。</p><p>他将用自己在英特尔积累的4年经验，为OpenAI打造面向AGI的算力基础设施。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8632eb68a43448741fabe66ab884f85a\" alt=\"\" title=\"\" tg-width=\"1080\" tg-height=\"625\"/></p><p>OpenAI总裁Greg Brockman在第一时间晒出与Sachin Katti的合照，并激动地表示：</p><p>Katti将和我们一起设计和构建OpenAI的基础设施，为AGI研究助力，并最终造福全人类。</p><p>与此同时，CEO Sam Altman也迅速转发，对他的到来表示热烈欢迎。</p><p>对于这家计划在未来8年斥资约1.4万亿打造AI基础设施的公司来说，Katti的加入可谓如虎添翼。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5c3ae8f5f6a37b73d111b483c45cdeb0\" alt=\"\" title=\"\" tg-width=\"880\" tg-height=\"1197\"/></p><p>然而，OpenAI的狂欢，映衬出的却是英特尔的落寞。</p><p>如今，统领AI战略的关键人物已经离职，留下的摊子，陈立武只能自己收拾。</p><p>CEO亲自挂帅CTO，还要兼顾领导AI部门。</p><p>本就艰难的英特尔，更加艰难了。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/28749cde9525ed53d56bb779b4a02794\" alt=\"\" title=\"\" tg-width=\"1080\" tg-height=\"248\"/></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f85d76943b9e9a8ea1be35b27e901897\" alt=\"\" title=\"\" tg-width=\"1041\" tg-height=\"760\"/></p><h2 id=\"id_83735641\">6个月闪离</h2><h2 id=\"id_2001017112\">英特尔AI主管叛逃OpenAI</h2><p>Sachin Katti是什么样的人物，能为OpenAI带去什么？</p><p>Katti于2003年毕业于印度理工学院电气工程专业，随后加入了MIT，完成了计算机科学博士学位。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/cd5d5efd5a2c584134be195ba02a41c7\" alt=\"\" title=\"\" tg-width=\"896\" tg-height=\"420\"/></p><p>紧接着，他又在UC伯克利完成了博士后的研究。</p><p>Katti是一位成功的企业家，创立并领导了多家在网络和人工智能领域产生重要影响的科技公司。</p><p>毕业后，他创办了一家专攻无线通信技术的公司Kumu Networks，开创了自干扰消除技术。</p><p>随后又创立了Uhana，专注于开发面向移动网络优化的先进AI解决方案，该公司后来被VMware收购。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6bcf269ca43f5e709fbb755e25f82824\" alt=\"\" title=\"\" tg-width=\"984\" tg-height=\"2026\"/></p><p>2021年底，Katti正式加入英特尔，最初负责网络业务。两年后，他升任为网络与边缘事业部（NEX）高级副总裁兼总经理。</p><p>直到今年4月，又被陈立武提任为「CTO兼首席AI官」，全面主导英特尔的AI芯片与软件战略。</p><p>在官网个人主页上，重点突出了Katti在公司领导中的地位——</p><p>他负责制定并推动英特尔的整体AI战略与AI产品发展规划，主管英特尔实验室。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/392a074e820397ac5b7d610acf92f467\" alt=\"\" title=\"\" tg-width=\"1080\" tg-height=\"608\"/></p><p>此外，Katti曾任斯坦福电气工程与计算机科学系教授。</p><p>他长期从事无线通信、网络和应用编码理论的前沿研究，并取得了诸多开创性的成果。</p><p>Google Scholar显示，Sachin Katti曾发表多篇有影响力的论文，总被引数超3万次。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/72c26d7e88c77fe89f6064315b0cdd01\" alt=\"\" title=\"\" tg-width=\"1080\" tg-height=\"556\"/></p><p>不仅如此，Katti的学术生涯荣获多项重要奖项，包括ACM博士论文奖（荣誉提名），以及IEEE/ACM《网络学报》最佳论文奖（William Bennett Prize）。</p><p>作为电信行业的重要领导者，他曾共同担任O-RAN联盟技术指导委员会主席，在推动全球开放与智能无线接入网络的普及和采用方面发挥了关键作用。</p><p>可以看到，Sachin Katti是一位在无线通信、AI基础设施领域，深耕20多年的全栈式领军人物。</p><p>对于OpenAI来说，他的加入至关重要。</p><p>毕竟，除了模型scaling之外，算力基础设施是OpenAI未来拼图中最缺失的一块。</p><h2 id=\"id_277567328\">OpenAI，正下一盘大棋</h2><p>在外部，OpenAI正编织一个巨大万亿算力关系网，英伟达、AMD、甲骨文等重磅玩家相互绑定。</p><p>而在内部，OpenAI也在积极自建，全力招揽业界在基础设施领域的顶尖人才。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7b614de9e64d7223efdde8e866d4bb5e\" alt=\"今年4月，奥特曼曾发布英雄帖\" title=\"今年4月，奥特曼曾发布英雄帖\" tg-width=\"1080\" tg-height=\"419\"/><span>今年4月，奥特曼曾发布英雄帖</span></p><p>他们启动了数据中心、基础设施容量专项招聘，还放出了数十个涉及数据中心设计、电力、机械系统等领域的职位。</p><p>其中包括，特斯拉前软件工程副总David Lau、前xAI基础设施工程负责人Uday Ruddarraju、前xAI负责后端和扩展系统的Angela Fan等人，纷纷加入了OpenAI。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/88afb2398cd9f7c02ffd8151a44be185\" alt=\"\" title=\"\" tg-width=\"984\" tg-height=\"784\"/></p><p>而在OpenAI，真正统领「Scaling Team」的负责人就是Greg Brockman本人。</p><p>他曾表示，自己要么在OpenAI大干一场，要么就退出。</p><p>作为负责基础设施Scaling的一把手，Greg已领导OpenAI投入了约1.4万亿美元，用于部署相当于30GW计算能力的设施。</p><p>然而，OpenAI目前每年营收大约在130亿美元，这让Greg成为这场高风险财务赌局的主要负责人。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5c1d1fdec5add3ca0e17f6bc43a4d473\" alt=\"\" title=\"\" tg-width=\"1080\" tg-height=\"427\"/></p><p>《财富》的一篇报道称，Greg使命包括，构建和管理芯片、数据中心、软件，以及实际的运营。</p><p>他认为，实现AGI的路径，还需要建设市场规模最大的基础设施。这会让阿波罗计划这样的项目，显得微不足道。</p><p>但Greg也承认，要构建足以应对所谓的「AI需求雪崩」的算力设施，依旧十分困难。</p><p>不过，除了签订外部合同，强化自主算力的一环，也是OpenAI重点之一。</p><p>前段时间，他们曾宣布联手博通开发定制AI芯片，预计在2029年底全部部署完成。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/141104509ddd277505f536f8a94875b0\" alt=\"\" title=\"\" tg-width=\"877\" tg-height=\"902\"/></p><p>这一次，OpenAI抢到了英特尔CTO，对于自身算力布局版图来说意义重大。</p><p>但对于50多年老牌芯片巨头来说，又是一次大失血。</p><h2 id=\"id_798477040\">英特尔高层流失，AI时代艰难转身</h2><p>被寄予厚望的Sachin Katti出走后，英特尔华人CEO陈立武紧急救火，决定接管公司AI业务。</p><p>英特尔在一份声明中表示——</p><p>我们感谢Sachin做出的贡献，并祝他一切顺利。陈立武将领导人工智能与先进技术集团，并与团队紧密合作。</p><p>一直以来，英特尔都在坚称，「AI是首要任务」。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f2216cdb8aade49f637a10928dc4b6ec\" alt=\"\" title=\"\" tg-width=\"1080\" tg-height=\"721\"/></p><p>今年3月，陈立武上任CEO之后，试图扭转英特尔艰难处境的局面动作频频：</p><p>调整扁平化管理结构，亲自提拔内部干将，甚至外招Arm前高管Kevork Kechichian掌舵数据中心业务。</p><p>同在今天，英特尔还任命了Craig H. Barratt为董事会成员。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/adc9774003a774720f1dd17057a07418\" alt=\"\" title=\"\" tg-width=\"1080\" tg-height=\"244\"/></p><p>他希望通过扁平化的管理，并强化技术导向，重振硅谷芯片巨头的竞争力。</p><p>年初，英特尔内部还叫停了AI芯片项目，代号Falcon Shore，并称后续专注于基于Jaguar Shores的「机架级解决方案」。</p><p>Katti升任后，制定全新AI战略的重担落在了他的肩上</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8ff612327534abeace16bf8e60b5a6cf\" alt=\"\" title=\"\" tg-width=\"1071\" tg-height=\"600\"/></p><p>即便如此，一些内部高层并不看好英特尔的未来，许多人纷纷离职。</p><p>Katti的离职标志着，英特尔今年痛失的第二位顶级AI高管。</p><p>上半年，曾领导数据中心和人工智能业务的Justin Hotard，转而担任诺基亚（Nokia）首席执行官。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3cda6dfb2fba624e047e58ef8f563adb\" alt=\"\" title=\"\" tg-width=\"1080\" tg-height=\"233\"/></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2f304af5934d707e655d1dfccb5cfee3\" alt=\"\" title=\"\" tg-width=\"942\" tg-height=\"1074\"/></p><p>近年来，英特尔在晶圆代工业务方面，一直难以争取到大客户。</p><p>尽管其CPU也被应用于AI服务器系统，但使用规模远不及主流的AI专用芯片。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0d90411998d71004a74af86601ad5f73\" alt=\"\" title=\"\" tg-width=\"1080\" tg-height=\"278\"/></p><p>10月，英特尔曾宣布了1.8nm制程的AI芯片——Intel Core Ultra 3，预计年底出货。</p><p>与此同时，英特尔的实力更是难以与英伟达设计、台积电制造的芯片相抗衡。</p><p>半个多月前，英特尔第三季度财报发布，137亿美元营收亮眼。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/51ab80e799e156025c633266ffc5a0ea\" alt=\"\" title=\"\" tg-width=\"1080\" tg-height=\"454\"/></p><p>而且，公司在第三季度向资产负债表注入了200亿美元资金，主要来源于三笔重要投资：</p><p>软银注资20亿美元； </p><p>美政府收购了10%股权，计划总投资89亿美元； </p><p>英伟达斥资50亿美元入股，并签订了长期联合开发芯片的协议。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/97ed48664f7d7d8636ea7e400ddf8956\" alt=\"\" title=\"\" tg-width=\"1052\" tg-height=\"1304\"/></p><p>即便第三季度整体表现强劲，但英特尔对代工业务未来的规划，语焉不详。</p><p>有分析师指出，如今英特尔缺的不是资金，缺的是让代工业务步入正轨的策略。</p><p>不过，在美国政府注资后，代工业务明显成为优先事项。</p><p>协议中明确规定——未来五年，若英特尔剥离其代工业务，将面临罚款，这是美国强化本土芯片制造的重要一环。</p><p>在芯片巨头们纷纷投身AI、竞争日趋激烈的今天，英特尔本就步履维艰的转型之路，变得更加前途未卜。</p></body></html>","source":"lsy1569730104218","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; 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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奥特曼连夜挖走英特尔CTO！AI首席突然叛逃，陈立武被迫亲自挂帅\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-11-11 13:29 北京时间&nbsp;&nbsp;&nbsp;<a href=https://mp.weixin.qq.com/s/ln_0w1uq8Vlzf7R53EUYVQ><strong>新智元</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>导读：今天，OpenAI将英特尔首席AI官招入麾下，专攻算力基础设施建设，华人CEO救火亲自接管英特尔AI部门。与英伟达的仗还没打赢，自家后院就起了火。毫无征兆！今天一早，英特尔CTO兼首席AI官Sachin Katti突然宣布离职。他的下一站，正是当前AI领域的绝对核心——OpenAI。他将用自己在英特尔积累的4年经验，为OpenAI打造面向AGI的算力基础设施。OpenAI总裁Greg ...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/ln_0w1uq8Vlzf7R53EUYVQ\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c74be4c2a08964ef2daf32217f693b44","relate_stocks":{"INTC":"英特尔"},"source_url":"https://mp.weixin.qq.com/s/ln_0w1uq8Vlzf7R53EUYVQ","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1164477321","content_text":"导读：今天，OpenAI将英特尔首席AI官招入麾下，专攻算力基础设施建设，华人CEO救火亲自接管英特尔AI部门。与英伟达的仗还没打赢，自家后院就起了火。毫无征兆！今天一早，英特尔CTO兼首席AI官Sachin Katti突然宣布离职。他的下一站，正是当前AI领域的绝对核心——OpenAI。他将用自己在英特尔积累的4年经验，为OpenAI打造面向AGI的算力基础设施。OpenAI总裁Greg Brockman在第一时间晒出与Sachin Katti的合照，并激动地表示：Katti将和我们一起设计和构建OpenAI的基础设施，为AGI研究助力，并最终造福全人类。与此同时，CEO Sam Altman也迅速转发，对他的到来表示热烈欢迎。对于这家计划在未来8年斥资约1.4万亿打造AI基础设施的公司来说，Katti的加入可谓如虎添翼。然而，OpenAI的狂欢，映衬出的却是英特尔的落寞。如今，统领AI战略的关键人物已经离职，留下的摊子，陈立武只能自己收拾。CEO亲自挂帅CTO，还要兼顾领导AI部门。本就艰难的英特尔，更加艰难了。6个月闪离英特尔AI主管叛逃OpenAISachin Katti是什么样的人物，能为OpenAI带去什么？Katti于2003年毕业于印度理工学院电气工程专业，随后加入了MIT，完成了计算机科学博士学位。紧接着，他又在UC伯克利完成了博士后的研究。Katti是一位成功的企业家，创立并领导了多家在网络和人工智能领域产生重要影响的科技公司。毕业后，他创办了一家专攻无线通信技术的公司Kumu Networks，开创了自干扰消除技术。随后又创立了Uhana，专注于开发面向移动网络优化的先进AI解决方案，该公司后来被VMware收购。2021年底，Katti正式加入英特尔，最初负责网络业务。两年后，他升任为网络与边缘事业部（NEX）高级副总裁兼总经理。直到今年4月，又被陈立武提任为「CTO兼首席AI官」，全面主导英特尔的AI芯片与软件战略。在官网个人主页上，重点突出了Katti在公司领导中的地位——他负责制定并推动英特尔的整体AI战略与AI产品发展规划，主管英特尔实验室。此外，Katti曾任斯坦福电气工程与计算机科学系教授。他长期从事无线通信、网络和应用编码理论的前沿研究，并取得了诸多开创性的成果。Google Scholar显示，Sachin Katti曾发表多篇有影响力的论文，总被引数超3万次。不仅如此，Katti的学术生涯荣获多项重要奖项，包括ACM博士论文奖（荣誉提名），以及IEEE/ACM《网络学报》最佳论文奖（William Bennett Prize）。作为电信行业的重要领导者，他曾共同担任O-RAN联盟技术指导委员会主席，在推动全球开放与智能无线接入网络的普及和采用方面发挥了关键作用。可以看到，Sachin Katti是一位在无线通信、AI基础设施领域，深耕20多年的全栈式领军人物。对于OpenAI来说，他的加入至关重要。毕竟，除了模型scaling之外，算力基础设施是OpenAI未来拼图中最缺失的一块。OpenAI，正下一盘大棋在外部，OpenAI正编织一个巨大万亿算力关系网，英伟达、AMD、甲骨文等重磅玩家相互绑定。而在内部，OpenAI也在积极自建，全力招揽业界在基础设施领域的顶尖人才。今年4月，奥特曼曾发布英雄帖他们启动了数据中心、基础设施容量专项招聘，还放出了数十个涉及数据中心设计、电力、机械系统等领域的职位。其中包括，特斯拉前软件工程副总David Lau、前xAI基础设施工程负责人Uday Ruddarraju、前xAI负责后端和扩展系统的Angela Fan等人，纷纷加入了OpenAI。而在OpenAI，真正统领「Scaling Team」的负责人就是Greg Brockman本人。他曾表示，自己要么在OpenAI大干一场，要么就退出。作为负责基础设施Scaling的一把手，Greg已领导OpenAI投入了约1.4万亿美元，用于部署相当于30GW计算能力的设施。然而，OpenAI目前每年营收大约在130亿美元，这让Greg成为这场高风险财务赌局的主要负责人。《财富》的一篇报道称，Greg使命包括，构建和管理芯片、数据中心、软件，以及实际的运营。他认为，实现AGI的路径，还需要建设市场规模最大的基础设施。这会让阿波罗计划这样的项目，显得微不足道。但Greg也承认，要构建足以应对所谓的「AI需求雪崩」的算力设施，依旧十分困难。不过，除了签订外部合同，强化自主算力的一环，也是OpenAI重点之一。前段时间，他们曾宣布联手博通开发定制AI芯片，预计在2029年底全部部署完成。这一次，OpenAI抢到了英特尔CTO，对于自身算力布局版图来说意义重大。但对于50多年老牌芯片巨头来说，又是一次大失血。英特尔高层流失，AI时代艰难转身被寄予厚望的Sachin Katti出走后，英特尔华人CEO陈立武紧急救火，决定接管公司AI业务。英特尔在一份声明中表示——我们感谢Sachin做出的贡献，并祝他一切顺利。陈立武将领导人工智能与先进技术集团，并与团队紧密合作。一直以来，英特尔都在坚称，「AI是首要任务」。今年3月，陈立武上任CEO之后，试图扭转英特尔艰难处境的局面动作频频：调整扁平化管理结构，亲自提拔内部干将，甚至外招Arm前高管Kevork Kechichian掌舵数据中心业务。同在今天，英特尔还任命了Craig H. Barratt为董事会成员。他希望通过扁平化的管理，并强化技术导向，重振硅谷芯片巨头的竞争力。年初，英特尔内部还叫停了AI芯片项目，代号Falcon Shore，并称后续专注于基于Jaguar Shores的「机架级解决方案」。Katti升任后，制定全新AI战略的重担落在了他的肩上即便如此，一些内部高层并不看好英特尔的未来，许多人纷纷离职。Katti的离职标志着，英特尔今年痛失的第二位顶级AI高管。上半年，曾领导数据中心和人工智能业务的Justin Hotard，转而担任诺基亚（Nokia）首席执行官。近年来，英特尔在晶圆代工业务方面，一直难以争取到大客户。尽管其CPU也被应用于AI服务器系统，但使用规模远不及主流的AI专用芯片。10月，英特尔曾宣布了1.8nm制程的AI芯片——Intel Core Ultra 3，预计年底出货。与此同时，英特尔的实力更是难以与英伟达设计、台积电制造的芯片相抗衡。半个多月前，英特尔第三季度财报发布，137亿美元营收亮眼。而且，公司在第三季度向资产负债表注入了200亿美元资金，主要来源于三笔重要投资：软银注资20亿美元； 美政府收购了10%股权，计划总投资89亿美元； 英伟达斥资50亿美元入股，并签订了长期联合开发芯片的协议。即便第三季度整体表现强劲，但英特尔对代工业务未来的规划，语焉不详。有分析师指出，如今英特尔缺的不是资金，缺的是让代工业务步入正轨的策略。不过，在美国政府注资后，代工业务明显成为优先事项。协议中明确规定——未来五年，若英特尔剥离其代工业务，将面临罚款，这是美国强化本土芯片制造的重要一环。在芯片巨头们纷纷投身AI、竞争日趋激烈的今天，英特尔本就步履维艰的转型之路，变得更加前途未卜。","news_type":1,"symbols_score_info":{"INTC":2}},"isVote":1,"tweetType":1,"viewCount":1309,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":498609828987416,"gmtCreate":1762754382098,"gmtModify":1762754384327,"author":{"id":"3512032956627506","authorId":"3512032956627506","name":"DeW","avatar":"https://static.tigerbbs.com/73b517b102fce41516e0dd44e881246a","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3512032956627506","idStr":"3512032956627506"},"themes":[],"title":"","htmlText":"[笑哭]&nbsp; 居然还有一万片。","listText":"[笑哭]&nbsp; 居然还有一万片。","text":"[笑哭] 居然还有一万片。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/498609828987416","repostId":"2582584339","repostType":2,"repost":{"id":"2582584339","kind":"news","pubTimestamp":1762743672,"share":"https://www.laohu8.com/m/news/2582584339?lang=zh_CN&edition=full","pubTime":"2025-11-10 11:01","market":"us","language":"zh","title":"10月美亚AMD X3D处理器销量超Intel全系","url":"https://stock-news.laohu8.com/highlight/detail?id=2582584339","media":"PConline太平洋...","summary":"根据@TechEpiphanyYT提供的美国亚马逊10月销售数据显示，AMD与Intel的CPU销量呈现巨大差距，倍受用户喜爱的AMD Ryzen 7 9800X3D与7800X3D两款处理器的总出货量约 16000片，而Intel在该平台的全系列CPU总销量未超过10000片，这使得AMD以约83.80%的销量占比占据绝对优势，意味着每卖出10颗CPU中，就有超过8颗是AMD型号。值得关注的是，AMD CPU的平均售价为272.05美元，而Intel的平均售价达到308.62美元。","content":"<html><body><article><p>根据@TechEpiphanyYT提供的美国<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>10月销售数据显示，<a href=\"https://laohu8.com/S/AMD\">AMD</a>与Intel的CPU销量呈现巨大差距，倍受用户喜爱的AMD Ryzen 7 9800X3D与7800X3D两款处理器的总出货量约 16000片，而Intel在该平台的全系列CPU总销量未超过10000片，这使得AMD以约83.80%的销量占比占据绝对优势，意味着每卖出10颗CPU中，就有超过8颗是AMD型号。两款X3D型号单品销量均约为8000片，这表明即便处于溢价价格区间，AMD高端游戏处理器依然需求旺盛。在中端市场，六核心的Ryzen 5 5500销量接近5000台，位列第三，性能表现优于Intel常见的四核心酷睿i3等竞品型号。</p><img src=\"https://inews.gtimg.com/om_bt/OMSlzQd97Fp3UXYhNFG9rXEo-mNpvTguUS5UUIIJbfApwAA/0\"/><p>Intel方面，酷睿Ultra 7 265K在售价降至300美元以下后，销量接近1000片，终于在大幅降价后取得了一定成绩。但其表现难以抵消Intel在12代、13代及14代处理器产品线由于不断上涨的价格使其在对价格敏感的零售市场中竞争力下降。值得关注的是，AMD CPU的平均售价为272.05美元，而Intel的平均售价达到308.62美元。</p><img src=\"https://inews.gtimg.com/om_bt/Ocfd6iuXWqXNg5VxNUYdysHbAFAVYFXUg_1aoRprI6zokAA/0\"/><p>亚马逊平台的买家行为呈现出需求两极化的特征：一类消费者优先追求极致游戏性能，因而倾向于选择X3D系列芯片；另一类则寻求价格亲民的多功能处理器，以满足日常游戏与生产力场景的需求，AMD的高性能与高性价比的产品组合与定价策略使其能够更有效地同时覆盖这两大用户群体。价格趋势同样值得留意：尽管 AMD 部分旧款型号出现涨价，但Ryzen 9000系列价格保持相对稳定，加之入门级CPU的强劲销量，使得AMD在该平台的平均售价低于Intel。</p></article></body></html>","source":"tencent","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\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>10月美亚AMD X3D处理器销量超Intel全系</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ 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hidden}\n.head .h-thumb { 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\">\n10月美亚AMD X3D处理器销量超Intel全系\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-11-10 11:01 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251110110338a6ee4959&s=b><strong>PConline太平洋...</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>根据@TechEpiphanyYT提供的美国亚马逊10月销售数据显示，AMD与Intel的CPU销量呈现巨大差距，倍受用户喜爱的AMD Ryzen 7 9800X3D与7800X3D两款处理器的总出货量约 16000片，而Intel在该平台的全系列CPU总销量未超过10000片，这使得AMD以约83.80%的销量占比占据绝对优势，意味着每卖出10颗CPU中，就有超过8颗是AMD型号。两款X3D型号...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251110110338a6ee4959&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMD":"美国超微公司","LU2355687059.USD":"NORDEA 1 GLOBAL IMPACT  \"BP\" (USD) ACC","IE0009356076.USD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A2\" (USD) ACC","BK4533":"AQR资本管理(全球第二大对冲基金)","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","LU1803068979.SGD":"FTIF - Franklin Technology A (acc) SGD-H1","BK4529":"IDC概念","LU2931357623.SGD":"MANULIFE GF GLOBAL SEMICONDUCTOR 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Leaders A2 SGD-H","LU0823434740.USD":"BNP PARIBAS US GROWTH \"C\" (USD) INC","BK4585":"ETF&股票定投概念","LU1242518931.SGD":"Fullerton Lux Funds - Asia Absolute Alpha A Acc SGD","LU2360106780.USD":"BGF WORLD TECHNOLOGY \"A4\" (USD) INC"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251110110338a6ee4959&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2582584339","content_text":"根据@TechEpiphanyYT提供的美国亚马逊10月销售数据显示，AMD与Intel的CPU销量呈现巨大差距，倍受用户喜爱的AMD Ryzen 7 9800X3D与7800X3D两款处理器的总出货量约 16000片，而Intel在该平台的全系列CPU总销量未超过10000片，这使得AMD以约83.80%的销量占比占据绝对优势，意味着每卖出10颗CPU中，就有超过8颗是AMD型号。两款X3D型号单品销量均约为8000片，这表明即便处于溢价价格区间，AMD高端游戏处理器依然需求旺盛。在中端市场，六核心的Ryzen 5 5500销量接近5000台，位列第三，性能表现优于Intel常见的四核心酷睿i3等竞品型号。Intel方面，酷睿Ultra 7 265K在售价降至300美元以下后，销量接近1000片，终于在大幅降价后取得了一定成绩。但其表现难以抵消Intel在12代、13代及14代处理器产品线由于不断上涨的价格使其在对价格敏感的零售市场中竞争力下降。值得关注的是，AMD CPU的平均售价为272.05美元，而Intel的平均售价达到308.62美元。亚马逊平台的买家行为呈现出需求两极化的特征：一类消费者优先追求极致游戏性能，因而倾向于选择X3D系列芯片；另一类则寻求价格亲民的多功能处理器，以满足日常游戏与生产力场景的需求，AMD的高性能与高性价比的产品组合与定价策略使其能够更有效地同时覆盖这两大用户群体。价格趋势同样值得留意：尽管 AMD 部分旧款型号出现涨价，但Ryzen 9000系列价格保持相对稳定，加之入门级CPU的强劲销量，使得AMD在该平台的平均售价低于Intel。","news_type":1,"symbols_score_info":{"INTC":1.5,"AMD":1.5,"GFS":1.5}},"isVote":1,"tweetType":1,"viewCount":1177,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":494531483583224,"gmtCreate":1761765766856,"gmtModify":1761765768836,"author":{"id":"3512032956627506","authorId":"3512032956627506","name":"DeW","avatar":"https://static.tigerbbs.com/73b517b102fce41516e0dd44e881246a","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3512032956627506","idStr":"3512032956627506"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$&nbsp;</a><v-v data-views=\"1\"></v-v> intel to 100$！","listText":"<a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$&nbsp;</a><v-v data-views=\"1\"></v-v> intel to 100$！","text":"$英特尔(INTC)$ intel to 100$！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/494531483583224","isVote":1,"tweetType":1,"viewCount":1396,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":485122210984832,"gmtCreate":1759467121426,"gmtModify":1759467124153,"author":{"id":"3512032956627506","authorId":"3512032956627506","name":"DeW","avatar":"https://static.tigerbbs.com/73b517b102fce41516e0dd44e881246a","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3512032956627506","idStr":"3512032956627506"},"themes":[],"title":"","htmlText":"短期看空回落30之下，长期看涨50+。 业绩还是要明年开始爆发，25年财报依旧会很难看。","listText":"短期看空回落30之下，长期看涨50+。 业绩还是要明年开始爆发，25年财报依旧会很难看。","text":"短期看空回落30之下，长期看涨50+。 业绩还是要明年开始爆发，25年财报依旧会很难看。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/485122210984832","isVote":1,"tweetType":1,"viewCount":1872,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":480355784012136,"gmtCreate":1758298366045,"gmtModify":1758298368917,"author":{"id":"3512032956627506","authorId":"3512032956627506","name":"DeW","avatar":"https://static.tigerbbs.com/73b517b102fce41516e0dd44e881246a","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3512032956627506","idStr":"3512032956627506"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$&nbsp;</a><v-v data-views=\"1\"></v-v> 长期看涨，大部分人压根不知道intel为什么研发如此艰难，基本上intel现在单独零跑背部供电技术。 台积电和三星之流，只是在节点上所谓领先。 背部供电量产，相对于当年euv多重曝光制成是一样的，属于必须推进项目没有之几。 等到台积电27年开始风险量产的时候，intel估计就追回市场宝座了。 [微笑]&nbsp; 现在选择intel将会是持有长期预期，至少再看一年上50！27年突破百元。","listText":"<a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$&nbsp;</a><v-v data-views=\"1\"></v-v> 长期看涨，大部分人压根不知道intel为什么研发如此艰难，基本上intel现在单独零跑背部供电技术。 台积电和三星之流，只是在节点上所谓领先。 背部供电量产，相对于当年euv多重曝光制成是一样的，属于必须推进项目没有之几。 等到台积电27年开始风险量产的时候，intel估计就追回市场宝座了。 [微笑]&nbsp; 现在选择intel将会是持有长期预期，至少再看一年上50！27年突破百元。","text":"$英特尔(INTC)$ 长期看涨，大部分人压根不知道intel为什么研发如此艰难，基本上intel现在单独零跑背部供电技术。 台积电和三星之流，只是在节点上所谓领先。 背部供电量产，相对于当年euv多重曝光制成是一样的，属于必须推进项目没有之几。 等到台积电27年开始风险量产的时候，intel估计就追回市场宝座了。 [微笑] 现在选择intel将会是持有长期预期，至少再看一年上50！27年突破百元。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/480355784012136","isVote":1,"tweetType":1,"viewCount":4153,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3495002759494258","authorId":"3495002759494258","name":"寂寞的演奏家","avatar":"https://static.tigerbbs.com/9027c93e57bb45c8170d7860486ffda7","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3495002759494258","idStr":"3495002759494258"},"content":"英特尔为什么不自己制造A18","text":"英特尔为什么不自己制造A18","html":"英特尔为什么不自己制造A18"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":479043368538560,"gmtCreate":1757972649103,"gmtModify":1757972652261,"author":{"id":"3512032956627506","authorId":"3512032956627506","name":"DeW","avatar":"https://static.tigerbbs.com/73b517b102fce41516e0dd44e881246a","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3512032956627506","idStr":"3512032956627506"},"themes":[],"title":"","htmlText":"intel fpga如果买cpu不送，[流泪]&nbsp; 根本没人买。 这年头，都是专用芯片市场。 fpga再等十年吧，算力膨胀之后才会是巨量市场。","listText":"intel fpga如果买cpu不送，[流泪]&nbsp; 根本没人买。 这年头，都是专用芯片市场。 fpga再等十年吧，算力膨胀之后才会是巨量市场。","text":"intel fpga如果买cpu不送，[流泪] 根本没人买。 这年头，都是专用芯片市场。 fpga再等十年吧，算力膨胀之后才会是巨量市场。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/479043368538560","repostId":"2567110135","repostType":2,"repost":{"id":"2567110135","kind":"news","pubTimestamp":1757945213,"share":"https://www.laohu8.com/m/news/2567110135?lang=zh_CN&edition=full","pubTime":"2025-09-15 22:06","market":"us","language":"zh","title":"33亿美元甩掉Altera包袱 Intel瘦身再砍一刀：成功降本增效","url":"https://stock-news.laohu8.com/highlight/detail?id=2567110135","media":"快科技","summary":"Altera公司之前是全球第一大FPGA芯片厂商，也是Intel代工业务的大客户之一，2015年Intel斥资167亿美元收购了Altera公司，本意是加强数据中心及AI市场竞争力。Altera公司今年上半年给Intel贡献了8.2亿美元收入，毛利率55%，运营费用为3.6亿美元。也就是说甩掉Altera这个包袱之后，今年Intel能少花2亿美元，成功做到了降本增效。","content":"<html><body><article><p>快科技9月15日消息，Intel公司这两年来一直在缩减非核心业务，今年的一大举措就是将10年前收购的Altera公司出售51%股权。</p><p>Altera公司之前是全球第一大FPGA芯片厂商，也是Intel代工业务的大客户之一，2015年Intel斥资167亿美元收购了Altera公司，本意是加强数据中心及AI市场竞争力。</p><p>不过FPGA在AI市场并没有火起来，Intel这两年想要甩掉Altera这个包袱，今年初最终跟<a href=\"https://laohu8.com/S/SLR.AU\">Silver Lake</a>资本财团达成了协议，<strong>交易价值33亿美元，要比10年前收购金额大幅缩水。</strong></p><p>Intel将出售Altera公司51%的股权，保留49%的股权，公司将独立运营，并计划在2026年IPO上市，类似之前对自驾芯片业务Mobileye的处置，也是拆分独立运营后上市。</p><p>Altera公司今年上半年给Intel贡献了8.2亿美元收入，毛利率55%，运营费用为3.6亿美元。</p><p>现在处置完之后，Intel宣布交易完成的9月12日之后公司不再计入Altera的业绩，不过Q3季度的财报中还会包含截至9月11日的Altera业绩。</p><p>与此同时，在这笔交易完成之后，Intel也更新监管文件，<strong>将今年的非GAAP规则下运营费用从170亿美元减少到了168亿美元。</strong></p><p>也就是说甩掉Altera这个包袱之后，今年Intel能少花2亿美元，成功做到了降本增效。</p><p>Intel还重申2026年的非GAAP运营费用降至160亿美元的目标不变，这意味着明年还得继续削减成本。</p><p>另外要说一句，Intel过去十几年来大手笔收购的业务下场似乎都不太好，Altera和Mobileye甚至还不是最坏的结果，谁还记得当年77亿美元收购了安全软件McAfee公司这事吗？</p><img src=\"https://fid-75186.picgzc.qpic.cn/20250915221613690d1638308k523xq8\"/></article></body></html>","source":"tencent","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\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>33亿美元甩掉Altera包袱 Intel瘦身再砍一刀：成功降本增效</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ 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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\">\n33亿美元甩掉Altera包袱 Intel瘦身再砍一刀：成功降本增效\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-09-15 22:06 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250915221617a4c79f5a&s=b><strong>快科技</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>快科技9月15日消息，Intel公司这两年来一直在缩减非核心业务，今年的一大举措就是将10年前收购的Altera公司出售51%股权。Altera公司之前是全球第一大FPGA芯片厂商，也是Intel代工业务的大客户之一，2015年Intel斥资167亿美元收购了Altera公司，本意是加强数据中心及AI市场竞争力。不过FPGA在AI市场并没有火起来，Intel这两年想要甩掉Altera这个包袱，...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250915221617a4c79f5a&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0321505868.SGD":"Schroder ISF Global Dividend Maximiser A Dis SGD","INTC":"英特尔","LU0321505439.SGD":"Schroder ISF Global Dividend Maximiser A Acc SGD","BK4554":"元宇宙及AR概念","BK4512":"苹果概念","BK4527":"明星科技股","BK4543":"AI","BK4585":"ETF&股票定投概念","BK4141":"半导体产品","BK4534":"瑞士信贷持仓","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4602":"量子计算概念","LU2148611432.USD":"AZ ALLOCATION BALANCED BRAVE \"AAZ\" (USDHDG) ACC","BK4529":"IDC概念","BK4575":"芯片概念","LU0081259029.USD":"UBS (LUX) EQUITY FUND - TECH OPPORTUNITY \"P\" (USD) ACC","LU2543165471.USD":"E FUND (HK) GLOBAL QUALITY GROWTH \"A\" (USD) ACC","BK4535":"淡马锡持仓","BK4515":"5G概念","BK4612":"AI芯片","BK4579":"人工智能","BK4550":"红杉资本持仓","BK4588":"碎股","BK4605":"半导体精选"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250915221617a4c79f5a&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2567110135","content_text":"快科技9月15日消息，Intel公司这两年来一直在缩减非核心业务，今年的一大举措就是将10年前收购的Altera公司出售51%股权。Altera公司之前是全球第一大FPGA芯片厂商，也是Intel代工业务的大客户之一，2015年Intel斥资167亿美元收购了Altera公司，本意是加强数据中心及AI市场竞争力。不过FPGA在AI市场并没有火起来，Intel这两年想要甩掉Altera这个包袱，今年初最终跟Silver Lake资本财团达成了协议，交易价值33亿美元，要比10年前收购金额大幅缩水。Intel将出售Altera公司51%的股权，保留49%的股权，公司将独立运营，并计划在2026年IPO上市，类似之前对自驾芯片业务Mobileye的处置，也是拆分独立运营后上市。Altera公司今年上半年给Intel贡献了8.2亿美元收入，毛利率55%，运营费用为3.6亿美元。现在处置完之后，Intel宣布交易完成的9月12日之后公司不再计入Altera的业绩，不过Q3季度的财报中还会包含截至9月11日的Altera业绩。与此同时，在这笔交易完成之后，Intel也更新监管文件，将今年的非GAAP规则下运营费用从170亿美元减少到了168亿美元。也就是说甩掉Altera这个包袱之后，今年Intel能少花2亿美元，成功做到了降本增效。Intel还重申2026年的非GAAP运营费用降至160亿美元的目标不变，这意味着明年还得继续削减成本。另外要说一句，Intel过去十几年来大手笔收购的业务下场似乎都不太好，Altera和Mobileye甚至还不是最坏的结果，谁还记得当年77亿美元收购了安全软件McAfee公司这事吗？","news_type":1,"symbols_score_info":{"INTC":1}},"isVote":1,"tweetType":1,"viewCount":2338,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":471859954053800,"gmtCreate":1756231677207,"gmtModify":1756244300578,"author":{"id":"3512032956627506","authorId":"3512032956627506","name":"DeW","avatar":"https://static.tigerbbs.com/73b517b102fce41516e0dd44e881246a","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3512032956627506","idStr":"3512032956627506"},"themes":[],"title":"","htmlText":"彻底排除自己在国家安全领域。","listText":"彻底排除自己在国家安全领域。","text":"彻底排除自己在国家安全领域。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/471859954053800","repostId":"1100922576","repostType":2,"repost":{"id":"1100922576","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1756216653,"share":"https://www.laohu8.com/m/news/1100922576?lang=zh_CN&edition=full","pubTime":"2025-08-26 21:57","market":"us","language":"zh","title":"英特尔警告：美国政府持有公司10%的股份可能带来风险","url":"https://stock-news.laohu8.com/highlight/detail?id=1100922576","media":"老虎资讯综合","summary":"限制其获得未来政府补贴的能力。","content":"<html><head></head><body><p>周二， <a href=\"https://laohu8.com/S/INTC\">英特尔</a> 盘初跌超1%。消息面上，英特尔警告，美国政府持有公司10%的股份可能会给其业务带来风险，不仅可能损害其国际销售，还会限制其获得未来政府补贴的能力。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/50261ebb6d3f46cfa5e225fe0bfb870c\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p></p></body></html>","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\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>英特尔警告：美国政府持有公司10%的股份可能带来风险</title>\n<style 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}\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { 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; 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href=\"https://laohu8.com/S/INTC\">英特尔</a> 盘初跌超1%。消息面上，英特尔警告，美国政府持有公司10%的股份可能会给其业务带来风险，不仅可能损害其国际销售，还会限制其获得未来政府补贴的能力。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/50261ebb6d3f46cfa5e225fe0bfb870c\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c74be4c2a08964ef2daf32217f693b44","relate_stocks":{"INTC":"英特尔"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1100922576","content_text":"周二， 英特尔 盘初跌超1%。消息面上，英特尔警告，美国政府持有公司10%的股份可能会给其业务带来风险，不仅可能损害其国际销售，还会限制其获得未来政府补贴的能力。","news_type":1,"symbols_score_info":{"INTC":1.1}},"isVote":1,"tweetType":1,"viewCount":1660,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":466925209121296,"gmtCreate":1755012738937,"gmtModify":1755015054195,"author":{"id":"3512032956627506","authorId":"3512032956627506","name":"DeW","avatar":"https://static.tigerbbs.com/73b517b102fce41516e0dd44e881246a","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3512032956627506","idStr":"3512032956627506"},"themes":[],"title":"","htmlText":"人没那么傻，强制那几个公司支持intel芯片制造，intel逆转财报起码是五六倍利润。 [可爱]而且还可以打出振新美国制造的感情牌。 然后又可以在社交媒体上说，谁叫你们不支持国家。","listText":"人没那么傻，强制那几个公司支持intel芯片制造，intel逆转财报起码是五六倍利润。 [可爱]而且还可以打出振新美国制造的感情牌。 然后又可以在社交媒体上说，谁叫你们不支持国家。","text":"人没那么傻，强制那几个公司支持intel芯片制造，intel逆转财报起码是五六倍利润。 [可爱]而且还可以打出振新美国制造的感情牌。 然后又可以在社交媒体上说，谁叫你们不支持国家。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/466925209121296","isVote":1,"tweetType":1,"viewCount":1259,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":465129460228512,"gmtCreate":1754582618610,"gmtModify":1754582911194,"author":{"id":"3512032956627506","authorId":"3512032956627506","name":"DeW","avatar":"https://static.tigerbbs.com/73b517b102fce41516e0dd44e881246a","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3512032956627506","idStr":"3512032956627506"},"themes":[],"title":"","htmlText":"川普比普金还牛逼 [笑哭]","listText":"川普比普金还牛逼 [笑哭]","text":"川普比普金还牛逼 [笑哭]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/465129460228512","isVote":1,"tweetType":1,"viewCount":1572,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":462055649603976,"gmtCreate":1753825355765,"gmtModify":1753825357412,"author":{"id":"3512032956627506","authorId":"3512032956627506","name":"DeW","avatar":"https://static.tigerbbs.com/73b517b102fce41516e0dd44e881246a","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3512032956627506","idStr":"3512032956627506"},"themes":[],"title":"","htmlText":"近年来，为几的好消息。","listText":"近年来，为几的好消息。","text":"近年来，为几的好消息。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/462055649603976","repostId":"2555089377","repostType":2,"repost":{"id":"2555089377","kind":"news","pubTimestamp":1753758840,"share":"https://www.laohu8.com/m/news/2555089377?lang=zh_CN&edition=full","pubTime":"2025-07-29 11:14","market":"sh","language":"zh","title":"苹果和英伟达或采用Intel 14A工艺，英特尔成为双代工厂策略新选择","url":"https://stock-news.laohu8.com/highlight/detail?id=2555089377","media":"市场资讯","summary":"据9to5Mac报道，最近的一份研究报告指出，苹果和英特尔都在考虑Intel 14A工艺，作为部分芯片的第二生产来源。与高通不同，苹果和英伟达的眼光放到了英特尔身上，可能会在未来的产品中转向Intel 14A，预计新工艺于2027年进入风险生产阶段，2028年实现量产。据推测，苹果可能在M8系列芯片上引入英特尔作为第二代工厂，英伟达可能要等到2028年的Feynman架构。","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>（来源：超能网）</p><p cms-style=\"font-L\">近日英特尔首席执行官陈立武（Lip-Bu Tan）在财报电话会议上明确表示，<a href=\"https://laohu8.com/S/INTC\">Intel</a> 14A制程节点取决于客户的承诺，既包括了英特尔本身，也包括了潜在的第三方客户，最重要的是，是否有足够的业务让英特尔在即将到来的制程节点上赚钱。</p><div><img src=\"http://n.sinaimg.cn/spider20250729/300/w660h440/20250729/4b82-ee6e32a2ab5b9dd126c26b714f3d8b22.jpg\"/><span></span></div><p cms-style=\"font-L\">据9to5Mac报道，最近的一份研究报告指出，<a href=\"https://laohu8.com/S/AAPL\">苹果</a>和英特尔都在考虑Intel 14A工艺，作为部分芯片的第二生产来源。其中苹果会用于某些M系列移动芯片，搭载在MacBook机型上，<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>则可能用于部分“低端”GPU芯片。</p><p cms-style=\"font-L\">近年来，随着采用<a href=\"https://laohu8.com/S/TSM\">台积电</a>（TSMC）先进工艺的芯片价格不断上涨，不少芯片设计公司都希望能引入双代工厂策略，不但能更好地控制成本，而且还能分散供应链风险。<a href=\"https://laohu8.com/S/QCOM\">高通</a>一直想这么做，无奈<a href=\"https://laohu8.com/S/SMSN.UK\">三星</a>的良品率始终没有达到令人满意的水平。与高通不同，苹果和英伟达的眼光放到了英特尔身上，可能会在未来的产品中转向Intel 14A，预计新工艺于2027年进入风险生产阶段，2028年实现量产。</p><p cms-style=\"font-L\">据推测，苹果可能在M8系列芯片上引入英特尔作为第二代工厂，英伟达可能要等到2028年的Feynman架构。由于三星已宣布1.4nm工艺延后至2029年量产，几年后除了台积电外，能提供给厂商的前沿半导体制造工艺并不多，不过Rapidus的2nm工艺或许也是潜在的替代品。</p>\n<div>\n<div><img src=\"\"/></div>\n<div>海量资讯、精准解读，尽在新浪财经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\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>苹果和英伟达或采用Intel 14A工艺，英特尔成为双代工厂策略新选择</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ 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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苹果和英伟达或采用Intel 14A工艺，英特尔成为双代工厂策略新选择\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-07-29 11:14 北京时间&nbsp;&nbsp;&nbsp;<a href=https://finance.sina.com.cn/stock/t/2025-07-29/doc-infiazqa9462119.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！ （来源：超能网）近日英特尔首席执行官陈立武（Lip-Bu Tan）在财报电话会议上明确表示，Intel 14A制程节点取决于客户的承诺，既包括了英特尔本身，也包括了潜在的第三方客户，最重要的是，是否有足够的业务让英特尔在即将到来的制程节点上赚钱。据9to5Mac报道，最近的一份研究报告指出，苹果和英特尔都在考虑Intel ...</p>\n\n<a href=\"https://finance.sina.com.cn/stock/t/2025-07-29/doc-infiazqa9462119.shtml\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU1323610961.USD":"UBS (LUX) EQUITY SICAV - LONG TERM THEMES (USD) \"P\" (USD) ACC","NVDD":"1倍做空NVDA ETF-Direxion","NVIW.SI":"NVDA 3xLongSG261006","LU0079474960.USD":"联博美国增长基金A","LU0787776722.HKD":"AB SELECT US EQUITY PORTFOLIO \"A\" (HKD) ACC","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","LU2087621335.USD":"ALLSPRING GLOBAL FACTOR ENHANCED EQUITY \"A\" (USD) ACC","LU0511384066.AUD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (AUDHDG) ACC","LU2403377893.USD":"ALLIANZ SELECT INCOME AND GROWTH \"AM\" (USD) INC","LU0215105999.USD":"SCHRODER ISF GLOBAL EQUITY \"A\" ACC","LU2168564065.EUR":"AZ ALLOCATION - TREND \"AAZ\" (EUR) 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（来源：超能网）近日英特尔首席执行官陈立武（Lip-Bu Tan）在财报电话会议上明确表示，Intel 14A制程节点取决于客户的承诺，既包括了英特尔本身，也包括了潜在的第三方客户，最重要的是，是否有足够的业务让英特尔在即将到来的制程节点上赚钱。据9to5Mac报道，最近的一份研究报告指出，苹果和英特尔都在考虑Intel 14A工艺，作为部分芯片的第二生产来源。其中苹果会用于某些M系列移动芯片，搭载在MacBook机型上，英伟达则可能用于部分“低端”GPU芯片。近年来，随着采用台积电（TSMC）先进工艺的芯片价格不断上涨，不少芯片设计公司都希望能引入双代工厂策略，不但能更好地控制成本，而且还能分散供应链风险。高通一直想这么做，无奈三星的良品率始终没有达到令人满意的水平。与高通不同，苹果和英伟达的眼光放到了英特尔身上，可能会在未来的产品中转向Intel 14A，预计新工艺于2027年进入风险生产阶段，2028年实现量产。据推测，苹果可能在M8系列芯片上引入英特尔作为第二代工厂，英伟达可能要等到2028年的Feynman架构。由于三星已宣布1.4nm工艺延后至2029年量产，几年后除了台积电外，能提供给厂商的前沿半导体制造工艺并不多，不过Rapidus的2nm工艺或许也是潜在的替代品。\n\n\n海量资讯、精准解读，尽在新浪财经APP","news_type":1,"symbols_score_info":{"NVD2.UK":0.6,"INTC":1,"NVIW.SI":0.6,"AAPL":1,"NVDD":0.6,"NVDU":0.6,"NVD3.UK":0.6,"NVD":0.6,"MACW.SI":0.6,"NVDY":0.6,"NVDA":1,"NVDS.UK":0.6,"NVDS":0.6,"2NVD.UK":0.6,"3NVD.UK":0.6,"SNVD.UK":0.6,"NVDX":0.6}},"isVote":1,"tweetType":1,"viewCount":1931,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":460516575674472,"gmtCreate":1753440296907,"gmtModify":1753440298932,"author":{"id":"3512032956627506","authorId":"3512032956627506","name":"DeW","avatar":"https://static.tigerbbs.com/73b517b102fce41516e0dd44e881246a","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3512032956627506","idStr":"3512032956627506"},"themes":[],"title":"","htmlText":"intel不做大而全的，就做高级制造就好了。","listText":"intel不做大而全的，就做高级制造就好了。","text":"intel不做大而全的，就做高级制造就好了。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/460516575674472","isVote":1,"tweetType":1,"viewCount":1232,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":460198201925840,"gmtCreate":1753362438530,"gmtModify":1753362655727,"author":{"id":"3512032956627506","authorId":"3512032956627506","name":"DeW","avatar":"https://static.tigerbbs.com/73b517b102fce41516e0dd44e881246a","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3512032956627506","idStr":"3512032956627506"},"themes":[],"title":"","htmlText":"[微笑]&nbsp; 但是intel营收没少[呆住]&nbsp; ，谁撒谎了？","listText":"[微笑]&nbsp; 但是intel营收没少[呆住]&nbsp; ，谁撒谎了？","text":"[微笑] 但是intel营收没少[呆住] ，谁撒谎了？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/460198201925840","repostId":"2553204442","repostType":2,"repost":{"id":"2553204442","kind":"news","pubTimestamp":1753326744,"share":"https://www.laohu8.com/m/news/2553204442?lang=zh_CN&edition=full","pubTime":"2025-07-24 11:12","market":"us","language":"zh","title":"十年河东十年河西！AMD终结Intel服务器CPU独大地位：从2%到50%只用了8年","url":"https://stock-news.laohu8.com/highlight/detail?id=2553204442","media":"快科技","summary":"根据PassMark服务器CPU市场占有率调查数据，AMD在服务器CPU市场的份额已与竞争对手Intel持平，达到惊人的 50%。这代表着AMD在数据中心CPU领域拿下了一定的市场需求，并终结了Intel数十年来在该市场的主导地位。报道指出，2017年AMD在服务器CPU市场的占比仅为约2%，主要原因是当时产品竞争力不足。AMD正是抓住了Intel这种迟缓的势头，才得以在服务器CPU领域实现了大规模的复苏。","content":"<html><body><article><p>快科技7月24日消息，十年河东十年河西，<strong>除了在消费CPU市场大杀<a href=\"https://laohu8.com/S/601126\">四方</a>，服务器CPU市场上AMD也一举终结了<a href=\"https://laohu8.com/S/INTC\">Intel</a>多年以来的独大地位。</strong></p><p>根据PassMark服务器CPU<span>市场占有率</span>调查数据，<strong>AMD在服务器CPU市场的份额已与竞争对手Intel持平，达到惊人的 50%。</strong></p><p>这代表着AMD在数据中心CPU领域拿下了一定的市场需求，并终结了Intel数十年来在该市场的主导地位。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20250724111559946d2062gfag4waaky\"/><p>报道指出，<strong>2017年AMD在服务器CPU市场的占比仅为约2%，主要原因是当时产品竞争力不足。当时，Intel份额几乎达到了98%，一家独大。</strong></p><p>在短短几年内，AMD的市场占比就跃升到目前的50%，这一显著进步主要归功于其EPYC服务器CPU产品线的竞争力明显提升，特别是导入Zen架构的EPYC Naples系列，成功吸引了客户的青睐。</p><p>报道称，<strong>与AMD的上升趋势形成鲜明对比的是，Intel在过去几个季度一直表现低迷。 主要是由于其领导层变动，以及未能产品发展达到市场预期。</strong></p><p>尽管Intel Xeon平台在架构上有所进步，但客户越来越倾向于在他们的数据中心部署AMD的处理器。</p><p>另外，Intel在AI领域的表现也并不<a href=\"https://laohu8.com/S/LI\">理想</a>，未能及早把握市场热潮。Intel现任CEO陈立武也承认，该公司在产业标准方面大幅落后，甚至未进入前十大半导体公司之列。</p><p>AMD正是抓住了Intel这种迟缓的势头，才得以在服务器CPU领域实现了大规模的复苏。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20250724111605530d206z0gu4q3xie8\"/></article></body></html>","source":"tencent","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\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>十年河东十年河西！AMD终结Intel服务器CPU独大地位：从2%到50%只用了8年</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ 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0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n十年河东十年河西！AMD终结Intel服务器CPU独大地位：从2%到50%只用了8年\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-07-24 11:12 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025072411161294b758c9&s=b><strong>快科技</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>快科技7月24日消息，十年河东十年河西，除了在消费CPU市场大杀四方，服务器CPU市场上AMD也一举终结了Intel多年以来的独大地位。根据PassMark服务器CPU市场占有率调查数据，AMD在服务器CPU市场的份额已与竞争对手Intel持平，达到惊人的 50%。这代表着AMD在数据中心CPU领域拿下了一定的市场需求，并终结了Intel数十年来在该市场的主导地位。报道指出，2017年AMD在...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025072411161294b758c9&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4512":"苹果概念","IE0004445239.USD":"JANUS HENDERSON US FORTY \"A2\" (USD) ACC","BK4543":"AI","LU1951198990.SGD":"Natixis Thematics AI & Robotics Fund H-R/A SGD-H","IE00B5949003.HKD":"JANUS HENDERSON 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问题是再往下的呢？制造末期订单全丢。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/334177931706472","isVote":1,"tweetType":1,"viewCount":10631,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":334124876058632,"gmtCreate":1722606395814,"gmtModify":1722607838315,"author":{"id":"3512032956627506","authorId":"3512032956627506","name":"DeW","avatar":"https://static.tigerbbs.com/73b517b102fce41516e0dd44e881246a","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3512032956627506","idStr":"3512032956627506"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$&nbsp;</a><v-v data-views=\"0\"></v-v>现在肯定是没有任何机会上涨了，李斌压根不想停止研发投资。不断的烧钱研发布设设施，可能几年之内都不用考虑盈利的问题了。因为压根看不到。","listText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$&nbsp;</a><v-v 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href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$&nbsp;</a> 18a不景气量产只有55%不足以外部代工啊。 18a-p也是还没看到影子，现在买英特尔纯豪赌。 但是我赌了[愤怒]&nbsp; ！","text":"$英特尔(INTC)$ 18a不景气量产只有55%不足以外部代工啊。 18a-p也是还没看到影子，现在买英特尔纯豪赌。 但是我赌了[愤怒] ！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/457352677720176","isVote":1,"tweetType":1,"viewCount":5123,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3575261823915715","authorId":"3575261823915715","name":"阿肉","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":8,"crmLevelSwitch":0,"idStr":"3575261823915715","authorIdStr":"3575261823915715"},"content":"作为业内人士 本来也觉得他潜力很大 被低估了 但是过去一年接触了一些他们美国的员工 感觉以目前他们清洗原有员工的力度 根本没有前途","text":"作为业内人士 本来也觉得他潜力很大 被低估了 但是过去一年接触了一些他们美国的员工 感觉以目前他们清洗原有员工的力度 根本没有前途","html":"作为业内人士 本来也觉得他潜力很大 被低估了 但是过去一年接触了一些他们美国的员工 感觉以目前他们清洗原有员工的力度 根本没有前途"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":334177931706472,"gmtCreate":1722619350863,"gmtModify":1722645976697,"author":{"id":"3512032956627506","authorId":"3512032956627506","name":"DeW","avatar":"https://static.tigerbbs.com/73b517b102fce41516e0dd44e881246a","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3512032956627506","authorIdStr":"3512032956627506"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$&nbsp;</a><v-v data-views=\"1\"></v-v> 现在买因特尔纯赌一把光刻机，我不懂具体制造。但是上一次intel给台积电超越就是装逼的说下了，duv也可以做很好的7nm结果后来他们去做3nm2nm，是euv能接着做2nm3nm。 问题是再往下的呢？制造末期订单全丢。","listText":"<a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$&nbsp;</a><v-v data-views=\"1\"></v-v> 现在买因特尔纯赌一把光刻机，我不懂具体制造。但是上一次intel给台积电超越就是装逼的说下了，duv也可以做很好的7nm结果后来他们去做3nm2nm，是euv能接着做2nm3nm。 问题是再往下的呢？制造末期订单全丢。","text":"$英特尔(INTC)$ 现在买因特尔纯赌一把光刻机，我不懂具体制造。但是上一次intel给台积电超越就是装逼的说下了，duv也可以做很好的7nm结果后来他们去做3nm2nm，是euv能接着做2nm3nm。 问题是再往下的呢？制造末期订单全丢。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/334177931706472","isVote":1,"tweetType":1,"viewCount":10631,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":553551217054128,"gmtCreate":1776178906411,"gmtModify":1776178908930,"author":{"id":"3512032956627506","authorId":"3512032956627506","name":"DeW","avatar":"https://static.tigerbbs.com/73b517b102fce41516e0dd44e881246a","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3512032956627506","authorIdStr":"3512032956627506"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/QCOM\">$高通(QCOM)$&nbsp;</a><v-v data-views=\"1\"></v-v> 看多高通，财报出来不受内存影响，股价暴跌纯属意外。 受影响的是手机厂商，并且各个内存市场之间并不像显存一样受冲击。","listText":"<a href=\"https://laohu8.com/S/QCOM\">$高通(QCOM)$&nbsp;</a><v-v data-views=\"1\"></v-v> 看多高通，财报出来不受内存影响，股价暴跌纯属意外。 受影响的是手机厂商，并且各个内存市场之间并不像显存一样受冲击。","text":"$高通(QCOM)$ 看多高通，财报出来不受内存影响，股价暴跌纯属意外。 受影响的是手机厂商，并且各个内存市场之间并不像显存一样受冲击。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/553551217054128","isVote":1,"tweetType":1,"viewCount":767,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":524975684030728,"gmtCreate":1769194484328,"gmtModify":1769194486661,"author":{"id":"3512032956627506","authorId":"3512032956627506","name":"DeW","avatar":"https://static.tigerbbs.com/73b517b102fce41516e0dd44e881246a","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3512032956627506","authorIdStr":"3512032956627506"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp; 持续看多，等到intel未来回正，甚至是ifs接单苹果之日。必然迅速突破100$，做时间的朋友。","listText":"<a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp; 持续看多，等到intel未来回正，甚至是ifs接单苹果之日。必然迅速突破100$，做时间的朋友。","text":"$英特尔(INTC)$ 持续看多，等到intel未来回正，甚至是ifs接单苹果之日。必然迅速突破100$，做时间的朋友。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/524975684030728","isVote":1,"tweetType":1,"viewCount":2393,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":480355784012136,"gmtCreate":1758298366045,"gmtModify":1758298368917,"author":{"id":"3512032956627506","authorId":"3512032956627506","name":"DeW","avatar":"https://static.tigerbbs.com/73b517b102fce41516e0dd44e881246a","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3512032956627506","authorIdStr":"3512032956627506"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$&nbsp;</a><v-v data-views=\"1\"></v-v> 长期看涨，大部分人压根不知道intel为什么研发如此艰难，基本上intel现在单独零跑背部供电技术。 台积电和三星之流，只是在节点上所谓领先。 背部供电量产，相对于当年euv多重曝光制成是一样的，属于必须推进项目没有之几。 等到台积电27年开始风险量产的时候，intel估计就追回市场宝座了。 [微笑]&nbsp; 现在选择intel将会是持有长期预期，至少再看一年上50！27年突破百元。","listText":"<a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$&nbsp;</a><v-v data-views=\"1\"></v-v> 长期看涨，大部分人压根不知道intel为什么研发如此艰难，基本上intel现在单独零跑背部供电技术。 台积电和三星之流，只是在节点上所谓领先。 背部供电量产，相对于当年euv多重曝光制成是一样的，属于必须推进项目没有之几。 等到台积电27年开始风险量产的时候，intel估计就追回市场宝座了。 [微笑]&nbsp; 现在选择intel将会是持有长期预期，至少再看一年上50！27年突破百元。","text":"$英特尔(INTC)$ 长期看涨，大部分人压根不知道intel为什么研发如此艰难，基本上intel现在单独零跑背部供电技术。 台积电和三星之流，只是在节点上所谓领先。 背部供电量产，相对于当年euv多重曝光制成是一样的，属于必须推进项目没有之几。 等到台积电27年开始风险量产的时候，intel估计就追回市场宝座了。 [微笑] 现在选择intel将会是持有长期预期，至少再看一年上50！27年突破百元。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/480355784012136","isVote":1,"tweetType":1,"viewCount":4153,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3495002759494258","authorId":"3495002759494258","name":"寂寞的演奏家","avatar":"https://static.tigerbbs.com/9027c93e57bb45c8170d7860486ffda7","crmLevel":1,"crmLevelSwitch":0,"idStr":"3495002759494258","authorIdStr":"3495002759494258"},"content":"英特尔为什么不自己制造A18","text":"英特尔为什么不自己制造A18","html":"英特尔为什么不自己制造A18"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":466925209121296,"gmtCreate":1755012738937,"gmtModify":1755015054195,"author":{"id":"3512032956627506","authorId":"3512032956627506","name":"DeW","avatar":"https://static.tigerbbs.com/73b517b102fce41516e0dd44e881246a","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3512032956627506","authorIdStr":"3512032956627506"},"themes":[],"title":"","htmlText":"人没那么傻，强制那几个公司支持intel芯片制造，intel逆转财报起码是五六倍利润。 [可爱]而且还可以打出振新美国制造的感情牌。 然后又可以在社交媒体上说，谁叫你们不支持国家。","listText":"人没那么傻，强制那几个公司支持intel芯片制造，intel逆转财报起码是五六倍利润。 [可爱]而且还可以打出振新美国制造的感情牌。 然后又可以在社交媒体上说，谁叫你们不支持国家。","text":"人没那么傻，强制那几个公司支持intel芯片制造，intel逆转财报起码是五六倍利润。 [可爱]而且还可以打出振新美国制造的感情牌。 然后又可以在社交媒体上说，谁叫你们不支持国家。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/466925209121296","isVote":1,"tweetType":1,"viewCount":1259,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":535891922776936,"gmtCreate":1771853963303,"gmtModify":1771853965836,"author":{"id":"3512032956627506","authorId":"3512032956627506","name":"DeW","avatar":"https://static.tigerbbs.com/73b517b102fce41516e0dd44e881246a","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3512032956627506","authorIdStr":"3512032956627506"},"themes":[],"title":"","htmlText":"[呆住]&nbsp; 背部供电本身能跑通不错了，技术难度比mircoled的迁移类似。 台积电，早晚卡在这块上。","listText":"[呆住]&nbsp; 背部供电本身能跑通不错了，技术难度比mircoled的迁移类似。 台积电，早晚卡在这块上。","text":"[呆住] 背部供电本身能跑通不错了，技术难度比mircoled的迁移类似。 台积电，早晚卡在这块上。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/535891922776936","repostId":"2613243114","repostType":2,"repost":{"id":"2613243114","kind":"news","pubTimestamp":1771672345,"share":"https://www.laohu8.com/m/news/2613243114?lang=zh_CN&edition=full","pubTime":"2026-02-21 19:12","market":"us","language":"zh","title":"英特尔 18A 制程实测：M0 间距 36nm、GAA 间距 76nm，与宣传存在差距","url":"https://stock-news.laohu8.com/highlight/detail?id=2613243114","media":"IT之家","summary":"Panther Lake 的逻辑最小栅极间距为 76nm，而 SRAM 位线间距为 52nm，两者之间存在显著差异。目前尚未公布 GAA 关键尺寸，因此无法进一步反推出 GAA 间距。分析认为，英特尔计划在 14A 节点引入钼，但 14A 的 M0 间距仍然较大，仅略小于 18A，因此目前尚无必要采用钌。分析认为，先不考虑英特尔承诺的 32nm 间距，仅从当前量产产品来看，即使在 36nm 上，良率稳定仍需一些时日。报告提到，18A 逻辑 GAA 间距达 76nm，甚至远大于中芯国际 N+3 工艺的 32nm 鳍片间距。","content":"<html><body><article><p>IT之家 2 月 21 日消息，分析师 @jukan05 今日转发了一份关于<a href=\"https://laohu8.com/S/INTC\">英特尔</a> Panther Lake 的深度技术分析报告，揭示了首款基于 Intel 18A 制程工艺的 CPU 产品的关键设计参数。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20260221191317693d2014zmgz4fv1uk\"/><p>这份报告通过对芯片物理实现的详细拆解，呈现了 18A 工艺在初期量产阶段的真实技术面貌，同时也勾勒出英特尔未来 14A 工艺的技术演进路径。</p><p><strong>核心尺寸与单元设计</strong></p><p>Panther Lake 芯片的裸晶圆尺寸（Die size）约为 110mm²，芯片内所有区域，包括逻辑芯片和 SRAM 芯片，均采用了高性能（HP）库，而非通常用于提高密度的高密度（HD）库。</p><p>具体而言，逻辑芯片部分采用 G50H180 规格，SRAM 芯片面积为 0.023μm²，这与英特尔此前披露的信息一致。</p><p>在金属层间距上，其最小金属间距（M0）为 36nm。尽管 Intel 18A 宣称可实现 32nm 的 M0 间距，但这仅适用于 HD 库（对应 H160）。</p><p>与业界常见的 HD / HP 同间距但晶体管数量不同的做法不同，18A 的 HD 和 HP 库均维持 5 个鳍片，但 HD 库采用 32nm 间距，而 HP 库则为 36nm 间距。</p><p>在金属层方面，前端（FS）共有 15 层金属层，后端（BS）共有 6 层金属层，其中 BM5 层实质上可视为 RDL（重分布层）。</p><p><strong>GAA 间距与背面供电的妥协</strong></p><p>GAA 全环绕栅极晶体管的间距是衡量工艺先进性的关键指标。Panther Lake 的逻辑最小栅极间距为 76nm，而 SRAM 位线间距为 52nm，两者之间存在显著差异。这一差异背后则是技术的现实权衡。</p><p>值得注意的是，逻辑与 SRAM 均采用 HP 库，但两者最小间距差异较大。目前尚未公布 GAA 关键尺寸（CD），因此无法进一步反推出 GAA 间距。</p><p>关于 Power Via 背面供电技术，英特尔此前已说明 18A 的 SRAM 并未采用 Power Via 方案。18A 的 Power Via 技术是在 GAA 结构之间插入电源通孔，将背面供电连接至前端中段金属层（MEOL）接触层，并向源极提供电力。但是，这要求 GAA 间距必须足够大，否则 Power Via 无法通过。</p><p>按照业内普遍认知，若要在 SRAM 单元中实现 Power Via，仅插入 NN 间距一项就需将单元高度增加 1.1 倍。报告指出，虽然英特尔官方解释是背面供电对 SRAM 提供的收益不明显，而根本原因在于技术限制。</p><p>好消息是，这一限制将在 14A 节点得到解决。14A 将改用 BSCON 技术，直接从背面连接到晶体管的源极端子，从而摆脱 GAA 间距的约束。这意味着，14A 的 SRAM 是具备采用 Power Via 技术能力的。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20260221191319803d201asdos9zseq8\"/><p>在材料层面，18A 的 MEOL（中段制程）接触孔以及 BEOL（后段制程）的 V0/V1 层仍采用钨，而非此前传闻中的钼。M0 金属层则采用铜。分析认为，英特尔计划在 14A 节点引入钼，但 14A 的 M0 间距仍然较大，仅略小于 18A，因此目前尚无必要采用钌。</p><p>除此之外，18A 的 GAA 结构已配备内部间隔层（Inner Spacer）。相比之下，<a href=\"https://laohu8.com/S/SMSN.UK\">三星</a>的 SF3 工艺直到 SF2 节点才引入该结构，这凸显了不同代工厂在技术成熟度上的差异。</p><p>在产能与良率方面，报告提到，Panther Lake 目前仍处于良率爬坡阶段，且当前产品全部采用相对更易制造的 HP 库。分析认为，先不考虑英特尔承诺的 32nm 间距，仅从当前量产产品来看，即使在 36nm 上，良率稳定仍需一些时日。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20260221191320448d201iqukp119r8s\"/><p>报告提到，18A 逻辑 GAA 间距达 76nm，甚至远大于<a href=\"https://laohu8.com/S/688981\">中芯国际</a> N+3 工艺的 32nm 鳍片间距。这印证了一个观点：GAA 工艺本身与光刻设备的关联度有限，甚至在光刻设备受限时，反而可通过 GAA 来放宽间距要求。然而，即便拥有这种便利，英特尔要想实现稳定的量产工艺仍非易事。半导体的难度远不止于光刻机，极紫外光刻仅是入场券，真正的竞争在于蚀刻、沉积、清洗等更难的工艺整合能力，而这正是<a href=\"https://laohu8.com/S/TSM\">台积电</a>领先于英特尔和三星的核心领域。</p></article></body></html>","source":"tencent","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\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>英特尔 18A 制程实测：M0 间距 36nm、GAA 间距 76nm，与宣传存在差距</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { 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\">\n英特尔 18A 制程实测：M0 间距 36nm、GAA 间距 76nm，与宣传存在差距\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-02-21 19:12 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260221191326a7101bde&s=b><strong>IT之家</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>IT之家 2 月 21 日消息，分析师 @jukan05 今日转发了一份关于英特尔 Panther Lake 的深度技术分析报告，揭示了首款基于 Intel 18A 制程工艺的 CPU 产品的关键设计参数。这份报告通过对芯片物理实现的详细拆解，呈现了 18A 工艺在初期量产阶段的真实技术面貌，同时也勾勒出英特尔未来 14A 工艺的技术演进路径。核心尺寸与单元设计Panther Lake 芯片的...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260221191326a7101bde&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4534":"瑞士信贷持仓","LINT":"Direxion Daily INTC Bull 2X ETF","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4529":"IDC概念","BK4602":"量子计算概念","LU0274383776.USD":"MANULIFE GF US SMALL CAP EQUITY \"AA\" (USD) INC","LU2089985449.USD":"MANULIFE GF GLOBAL SEMICONDUCTOR OPPORTUNITIES \"AA\" (USD) ACC","BK4575":"芯片概念","LU2931357623.SGD":"MANULIFE GF GLOBAL SEMICONDUCTOR OPPORTUNITIES \"AA\" (SGDHDG) ACC","BK4535":"淡马锡持仓","BK4515":"5G概念","INTC":"英特尔","BK4612":"AI芯片","LU2148611432.USD":"AZ ALLOCATION BALANCED BRAVE \"AAZ\" (USDHDG) ACC","BK4588":"碎股","LU0081259029.USD":"UBS (LUX) EQUITY FUND - TECH OPPORTUNITY \"P\" (USD) ACC","BK4550":"红杉资本持仓","BK4579":"人工智能","BK4605":"半导体精选","INTW":"2倍做多INTC ETF-GraniteShares","LU2543165471.USD":"E FUND (HK) GLOBAL QUALITY GROWTH \"A\" (USD) ACC","LU0097036916.USD":"贝莱德美国增长A2 USD","BK4554":"元宇宙及AR概念","LU0321505439.SGD":"Schroder ISF Global Dividend Maximiser A Acc SGD","BK4543":"AI","BK4512":"苹果概念","BK4585":"ETF&股票定投概念","BK4527":"明星科技股","LU0321505868.SGD":"Schroder ISF Global Dividend Maximiser A Dis SGD","BK4141":"半导体产品","04335":"英特尔-T"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260221191326a7101bde&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2613243114","content_text":"IT之家 2 月 21 日消息，分析师 @jukan05 今日转发了一份关于英特尔 Panther Lake 的深度技术分析报告，揭示了首款基于 Intel 18A 制程工艺的 CPU 产品的关键设计参数。这份报告通过对芯片物理实现的详细拆解，呈现了 18A 工艺在初期量产阶段的真实技术面貌，同时也勾勒出英特尔未来 14A 工艺的技术演进路径。核心尺寸与单元设计Panther Lake 芯片的裸晶圆尺寸（Die size）约为 110mm²，芯片内所有区域，包括逻辑芯片和 SRAM 芯片，均采用了高性能（HP）库，而非通常用于提高密度的高密度（HD）库。具体而言，逻辑芯片部分采用 G50H180 规格，SRAM 芯片面积为 0.023μm²，这与英特尔此前披露的信息一致。在金属层间距上，其最小金属间距（M0）为 36nm。尽管 Intel 18A 宣称可实现 32nm 的 M0 间距，但这仅适用于 HD 库（对应 H160）。与业界常见的 HD / HP 同间距但晶体管数量不同的做法不同，18A 的 HD 和 HP 库均维持 5 个鳍片，但 HD 库采用 32nm 间距，而 HP 库则为 36nm 间距。在金属层方面，前端（FS）共有 15 层金属层，后端（BS）共有 6 层金属层，其中 BM5 层实质上可视为 RDL（重分布层）。GAA 间距与背面供电的妥协GAA 全环绕栅极晶体管的间距是衡量工艺先进性的关键指标。Panther Lake 的逻辑最小栅极间距为 76nm，而 SRAM 位线间距为 52nm，两者之间存在显著差异。这一差异背后则是技术的现实权衡。值得注意的是，逻辑与 SRAM 均采用 HP 库，但两者最小间距差异较大。目前尚未公布 GAA 关键尺寸（CD），因此无法进一步反推出 GAA 间距。关于 Power Via 背面供电技术，英特尔此前已说明 18A 的 SRAM 并未采用 Power Via 方案。18A 的 Power Via 技术是在 GAA 结构之间插入电源通孔，将背面供电连接至前端中段金属层（MEOL）接触层，并向源极提供电力。但是，这要求 GAA 间距必须足够大，否则 Power Via 无法通过。按照业内普遍认知，若要在 SRAM 单元中实现 Power Via，仅插入 NN 间距一项就需将单元高度增加 1.1 倍。报告指出，虽然英特尔官方解释是背面供电对 SRAM 提供的收益不明显，而根本原因在于技术限制。好消息是，这一限制将在 14A 节点得到解决。14A 将改用 BSCON 技术，直接从背面连接到晶体管的源极端子，从而摆脱 GAA 间距的约束。这意味着，14A 的 SRAM 是具备采用 Power Via 技术能力的。在材料层面，18A 的 MEOL（中段制程）接触孔以及 BEOL（后段制程）的 V0/V1 层仍采用钨，而非此前传闻中的钼。M0 金属层则采用铜。分析认为，英特尔计划在 14A 节点引入钼，但 14A 的 M0 间距仍然较大，仅略小于 18A，因此目前尚无必要采用钌。除此之外，18A 的 GAA 结构已配备内部间隔层（Inner Spacer）。相比之下，三星的 SF3 工艺直到 SF2 节点才引入该结构，这凸显了不同代工厂在技术成熟度上的差异。在产能与良率方面，报告提到，Panther Lake 目前仍处于良率爬坡阶段，且当前产品全部采用相对更易制造的 HP 库。分析认为，先不考虑英特尔承诺的 32nm 间距，仅从当前量产产品来看，即使在 36nm 上，良率稳定仍需一些时日。报告提到，18A 逻辑 GAA 间距达 76nm，甚至远大于中芯国际 N+3 工艺的 32nm 鳍片间距。这印证了一个观点：GAA 工艺本身与光刻设备的关联度有限，甚至在光刻设备受限时，反而可通过 GAA 来放宽间距要求。然而，即便拥有这种便利，英特尔要想实现稳定的量产工艺仍非易事。半导体的难度远不止于光刻机，极紫外光刻仅是入场券，真正的竞争在于蚀刻、沉积、清洗等更难的工艺整合能力，而这正是台积电领先于英特尔和三星的核心领域。","news_type":1,"symbols_score_info":{"INTW":0.6,"04335":1.96,"INTC":1.96,"LINT":0.6}},"isVote":1,"tweetType":1,"viewCount":519,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":522122656400568,"gmtCreate":1768507394144,"gmtModify":1768507397581,"author":{"id":"3512032956627506","authorId":"3512032956627506","name":"DeW","avatar":"https://static.tigerbbs.com/73b517b102fce41516e0dd44e881246a","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3512032956627506","authorIdStr":"3512032956627506"},"themes":[],"title":"","htmlText":"芯片都开始造了，承认别人靠跳级险胜一招，自己在最先进落后了都不会。台积电早晚给这几个老登害死。","listText":"芯片都开始造了，承认别人靠跳级险胜一招，自己在最先进落后了都不会。台积电早晚给这几个老登害死。","text":"芯片都开始造了，承认别人靠跳级险胜一招，自己在最先进落后了都不会。台积电早晚给这几个老登害死。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/522122656400568","repostId":"2603600002","repostType":2,"repost":{"id":"2603600002","kind":"news","pubTimestamp":1768482114,"share":"https://www.laohu8.com/m/news/2603600002?lang=zh_CN&edition=full","pubTime":"2026-01-15 21:01","market":"us","language":"zh","title":"Intel首发量产2nm级工艺 台积电称不怕竞争：不是砸钱就行的","url":"https://stock-news.laohu8.com/highlight/detail?id=2603600002","media":"快科技","summary":"快科技1月15日消息，虽然台积电在去年12月底宣布2nm工艺已经量产，但Intel在去年10月份就宣布量产18A工艺，这也是2nm级别的工艺，量产时间上算是领先了台积电一次。Intel接下来靠着18A工艺确实有机会抢占先进工艺市场，甚至有可能获得苹果等大厂的订单，分走台积电的代工份额。对于这个问题，台积电CEO魏哲家也在今天的说法会上回应了与Intel的竞争，他的态度是台积电不担心Intel会在晶圆代工市场上影响台积电的占有率，无惧Intel的竞争。","content":"<html><body><article><p>快科技1月15日消息，虽然<a href=\"https://laohu8.com/S/TSM\">台积电</a>在去年12月底宣布2nm工艺已经量产，但Intel在去年10月份就宣布量产18A工艺，这也是2nm级别的工艺，量产时间上算是领先了台积电一次。</p><p>Intel接下来靠着18A工艺确实有机会抢占先进工艺市场，甚至有可能获得<a href=\"https://laohu8.com/S/AAPL\">苹果</a>等大厂的订单，分走台积电的代工份额。</p><p>对于这个问题，台积电CEO魏哲家也在今天的说法会上回应了与Intel的竞争，<strong>他的态度是台积电不担心Intel会在晶圆代工市场上影响台积电的占有率</strong>，无惧Intel的竞争。</p><p>他表示，先进工艺与系统整合越来越难，竞争不是靠砸钱就能追上的，一项先进技术通常要2-3年的准备期，完成后才能把设计落实到产品上，而产品通过认证或者核准之后，<strong>还要进入量产、良率<span>拉升</span>及产能爬坡等阶段，还要1-2年时间才行。</strong></p><p>魏哲家表示，台积电一直不缺对手，而且还都是强劲的对手，公司正视对方投入与进展，但不会因此动摇，台积电将持续以技术领先、制造能力与客户信任为核心，推动业务往既定方向发展，并在竞争环境中延续长期优势。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20260115211144966d201c72tx2xgy1t\"/></article></body></html>","source":"tencent","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\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Intel首发量产2nm级工艺 台积电称不怕竞争：不是砸钱就行的</title>\n<style 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}\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { 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首发量产2nm级工艺 台积电称不怕竞争：不是砸钱就行的\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-01-15 21:01 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260115211147a4c7d469&s=b><strong>快科技</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>快科技1月15日消息，虽然台积电在去年12月底宣布2nm工艺已经量产，但Intel在去年10月份就宣布量产18A工艺，这也是2nm级别的工艺，量产时间上算是领先了台积电一次。Intel接下来靠着18A工艺确实有机会抢占先进工艺市场，甚至有可能获得苹果等大厂的订单，分走台积电的代工份额。对于这个问题，台积电CEO魏哲家也在今天的说法会上回应了与Intel的竞争，他的态度是台积电不担心Intel会在...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260115211147a4c7d469&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"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","IE0004091025.USD":"BNY MELLON GLOBAL OPPORTUNITIES \"B\" (USD) ACC","LU0158827781.USD":" ALLIANZ GLOBAL SUSTAINABILITY \"AT\" (USD) ACC","LU2360032135.SGD":"ALLSPRING GLOBAL 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PACIFIC EQUITY ABSOLUTE RETURN \"A\" (USD) ACC","LU0642271901.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD-H","LU0541502299.USD":"ALLSPRING  EMERGING MARKETS EQUITY \"I\" (USD) ACC","BK4543":"AI","BK4575":"芯片概念","LU0264606111.USD":"Janus Henderson Horizon Asian Dividend Income A2 USD","LU2089985449.USD":"MANULIFE GF GLOBAL SEMICONDUCTOR OPPORTUNITIES \"AA\" (USD) ACC","LU0082616367.USD":"摩根大通美国科技A（dist）","LU2360106780.USD":"BGF WORLD TECHNOLOGY \"A4\" (USD) INC","LU2211815571.USD":"ALLIANZ POSITIVE CHANGE \"AT\" (USD) ACC","LU2360108059.USD":"BGF CIRCULAR ECONOMY \"A4\" (USD) INC","LU2931357623.SGD":"MANULIFE GF GLOBAL SEMICONDUCTOR OPPORTUNITIES \"AA\" (SGDHDG) ACC","LU1803068979.SGD":"FTIF - Franklin Technology A (acc) SGD-H1","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","LU0353189680.USD":"富国美国全盘成长基金Cl A Acc","BK4612":"AI芯片","LU1023057109.AUD":"BGF CHINA \"A2\" (AUDHDG) ACC","LU1917777945.USD":"安联专题基金Cl AT Acc","BK4579":"人工智能"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260115211147a4c7d469&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2603600002","content_text":"快科技1月15日消息，虽然台积电在去年12月底宣布2nm工艺已经量产，但Intel在去年10月份就宣布量产18A工艺，这也是2nm级别的工艺，量产时间上算是领先了台积电一次。Intel接下来靠着18A工艺确实有机会抢占先进工艺市场，甚至有可能获得苹果等大厂的订单，分走台积电的代工份额。对于这个问题，台积电CEO魏哲家也在今天的说法会上回应了与Intel的竞争，他的态度是台积电不担心Intel会在晶圆代工市场上影响台积电的占有率，无惧Intel的竞争。他表示，先进工艺与系统整合越来越难，竞争不是靠砸钱就能追上的，一项先进技术通常要2-3年的准备期，完成后才能把设计落实到产品上，而产品通过认证或者核准之后，还要进入量产、良率拉升及产能爬坡等阶段，还要1-2年时间才行。魏哲家表示，台积电一直不缺对手，而且还都是强劲的对手，公司正视对方投入与进展，但不会因此动摇，台积电将持续以技术领先、制造能力与客户信任为核心，推动业务往既定方向发展，并在竞争环境中延续长期优势。","news_type":1,"symbols_score_info":{"04335":1.93,"TSM":1.96,"INTC":1.93,"03145":0.6}},"isVote":1,"tweetType":1,"viewCount":1212,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":499093477159360,"gmtCreate":1762874594788,"gmtModify":1762874596998,"author":{"id":"3512032956627506","authorId":"3512032956627506","name":"DeW","avatar":"https://static.tigerbbs.com/73b517b102fce41516e0dd44e881246a","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3512032956627506","authorIdStr":"3512032956627506"},"themes":[],"title":"","htmlText":"Indian hh.","listText":"Indian hh.","text":"Indian hh.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/499093477159360","repostId":"1164477321","repostType":2,"repost":{"id":"1164477321","kind":"news","pubTimestamp":1762838984,"share":"https://www.laohu8.com/m/news/1164477321?lang=zh_CN&edition=full","pubTime":"2025-11-11 13:29","market":"us","language":"zh","title":"奥特曼连夜挖走英特尔CTO！AI首席突然叛逃，陈立武被迫亲自挂帅","url":"https://stock-news.laohu8.com/highlight/detail?id=1164477321","media":"新智元","summary":"今天一早，英特尔CTO兼首席AI官Sachin Katti突然宣布离职。CEO亲自挂帅CTO，还要兼顾领导AI部门。这一次，OpenAI抢到了英特尔CTO，对于自身算力布局版图来说意义重大。英特尔高层流失，AI时代艰难转身被寄予厚望的Sachin Katti出走后，英特尔华人CEO陈立武紧急救火，决定接管公司AI业务。Katti的离职标志着，英特尔今年痛失的第二位顶级AI高管。半个多月前，英特尔第三季度财报发布，137亿美元营收亮眼。","content":"<html><head></head><body><blockquote><p>导读：今天，OpenAI将英特尔首席AI官招入麾下，专攻算力基础设施建设，华人CEO救火亲自接管英特尔AI部门。与英伟达的仗还没打赢，自家后院就起了火。</p></blockquote><p>毫无征兆！</p><p>今天一早，英特尔CTO兼首席AI官Sachin Katti突然宣布离职。</p><p>他的下一站，正是当前AI领域的绝对核心——OpenAI。</p><p>他将用自己在英特尔积累的4年经验，为OpenAI打造面向AGI的算力基础设施。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8632eb68a43448741fabe66ab884f85a\" alt=\"\" title=\"\" tg-width=\"1080\" tg-height=\"625\"/></p><p>OpenAI总裁Greg Brockman在第一时间晒出与Sachin Katti的合照，并激动地表示：</p><p>Katti将和我们一起设计和构建OpenAI的基础设施，为AGI研究助力，并最终造福全人类。</p><p>与此同时，CEO Sam Altman也迅速转发，对他的到来表示热烈欢迎。</p><p>对于这家计划在未来8年斥资约1.4万亿打造AI基础设施的公司来说，Katti的加入可谓如虎添翼。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5c3ae8f5f6a37b73d111b483c45cdeb0\" alt=\"\" title=\"\" tg-width=\"880\" tg-height=\"1197\"/></p><p>然而，OpenAI的狂欢，映衬出的却是英特尔的落寞。</p><p>如今，统领AI战略的关键人物已经离职，留下的摊子，陈立武只能自己收拾。</p><p>CEO亲自挂帅CTO，还要兼顾领导AI部门。</p><p>本就艰难的英特尔，更加艰难了。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/28749cde9525ed53d56bb779b4a02794\" alt=\"\" title=\"\" tg-width=\"1080\" tg-height=\"248\"/></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f85d76943b9e9a8ea1be35b27e901897\" alt=\"\" title=\"\" tg-width=\"1041\" tg-height=\"760\"/></p><h2 id=\"id_83735641\">6个月闪离</h2><h2 id=\"id_2001017112\">英特尔AI主管叛逃OpenAI</h2><p>Sachin Katti是什么样的人物，能为OpenAI带去什么？</p><p>Katti于2003年毕业于印度理工学院电气工程专业，随后加入了MIT，完成了计算机科学博士学位。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/cd5d5efd5a2c584134be195ba02a41c7\" alt=\"\" title=\"\" tg-width=\"896\" tg-height=\"420\"/></p><p>紧接着，他又在UC伯克利完成了博士后的研究。</p><p>Katti是一位成功的企业家，创立并领导了多家在网络和人工智能领域产生重要影响的科技公司。</p><p>毕业后，他创办了一家专攻无线通信技术的公司Kumu Networks，开创了自干扰消除技术。</p><p>随后又创立了Uhana，专注于开发面向移动网络优化的先进AI解决方案，该公司后来被VMware收购。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6bcf269ca43f5e709fbb755e25f82824\" alt=\"\" title=\"\" tg-width=\"984\" tg-height=\"2026\"/></p><p>2021年底，Katti正式加入英特尔，最初负责网络业务。两年后，他升任为网络与边缘事业部（NEX）高级副总裁兼总经理。</p><p>直到今年4月，又被陈立武提任为「CTO兼首席AI官」，全面主导英特尔的AI芯片与软件战略。</p><p>在官网个人主页上，重点突出了Katti在公司领导中的地位——</p><p>他负责制定并推动英特尔的整体AI战略与AI产品发展规划，主管英特尔实验室。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/392a074e820397ac5b7d610acf92f467\" alt=\"\" title=\"\" tg-width=\"1080\" tg-height=\"608\"/></p><p>此外，Katti曾任斯坦福电气工程与计算机科学系教授。</p><p>他长期从事无线通信、网络和应用编码理论的前沿研究，并取得了诸多开创性的成果。</p><p>Google Scholar显示，Sachin Katti曾发表多篇有影响力的论文，总被引数超3万次。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/72c26d7e88c77fe89f6064315b0cdd01\" alt=\"\" title=\"\" tg-width=\"1080\" tg-height=\"556\"/></p><p>不仅如此，Katti的学术生涯荣获多项重要奖项，包括ACM博士论文奖（荣誉提名），以及IEEE/ACM《网络学报》最佳论文奖（William Bennett Prize）。</p><p>作为电信行业的重要领导者，他曾共同担任O-RAN联盟技术指导委员会主席，在推动全球开放与智能无线接入网络的普及和采用方面发挥了关键作用。</p><p>可以看到，Sachin Katti是一位在无线通信、AI基础设施领域，深耕20多年的全栈式领军人物。</p><p>对于OpenAI来说，他的加入至关重要。</p><p>毕竟，除了模型scaling之外，算力基础设施是OpenAI未来拼图中最缺失的一块。</p><h2 id=\"id_277567328\">OpenAI，正下一盘大棋</h2><p>在外部，OpenAI正编织一个巨大万亿算力关系网，英伟达、AMD、甲骨文等重磅玩家相互绑定。</p><p>而在内部，OpenAI也在积极自建，全力招揽业界在基础设施领域的顶尖人才。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7b614de9e64d7223efdde8e866d4bb5e\" alt=\"今年4月，奥特曼曾发布英雄帖\" title=\"今年4月，奥特曼曾发布英雄帖\" tg-width=\"1080\" tg-height=\"419\"/><span>今年4月，奥特曼曾发布英雄帖</span></p><p>他们启动了数据中心、基础设施容量专项招聘，还放出了数十个涉及数据中心设计、电力、机械系统等领域的职位。</p><p>其中包括，特斯拉前软件工程副总David Lau、前xAI基础设施工程负责人Uday Ruddarraju、前xAI负责后端和扩展系统的Angela Fan等人，纷纷加入了OpenAI。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/88afb2398cd9f7c02ffd8151a44be185\" alt=\"\" title=\"\" tg-width=\"984\" tg-height=\"784\"/></p><p>而在OpenAI，真正统领「Scaling Team」的负责人就是Greg Brockman本人。</p><p>他曾表示，自己要么在OpenAI大干一场，要么就退出。</p><p>作为负责基础设施Scaling的一把手，Greg已领导OpenAI投入了约1.4万亿美元，用于部署相当于30GW计算能力的设施。</p><p>然而，OpenAI目前每年营收大约在130亿美元，这让Greg成为这场高风险财务赌局的主要负责人。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5c1d1fdec5add3ca0e17f6bc43a4d473\" alt=\"\" title=\"\" tg-width=\"1080\" tg-height=\"427\"/></p><p>《财富》的一篇报道称，Greg使命包括，构建和管理芯片、数据中心、软件，以及实际的运营。</p><p>他认为，实现AGI的路径，还需要建设市场规模最大的基础设施。这会让阿波罗计划这样的项目，显得微不足道。</p><p>但Greg也承认，要构建足以应对所谓的「AI需求雪崩」的算力设施，依旧十分困难。</p><p>不过，除了签订外部合同，强化自主算力的一环，也是OpenAI重点之一。</p><p>前段时间，他们曾宣布联手博通开发定制AI芯片，预计在2029年底全部部署完成。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/141104509ddd277505f536f8a94875b0\" alt=\"\" title=\"\" tg-width=\"877\" tg-height=\"902\"/></p><p>这一次，OpenAI抢到了英特尔CTO，对于自身算力布局版图来说意义重大。</p><p>但对于50多年老牌芯片巨头来说，又是一次大失血。</p><h2 id=\"id_798477040\">英特尔高层流失，AI时代艰难转身</h2><p>被寄予厚望的Sachin Katti出走后，英特尔华人CEO陈立武紧急救火，决定接管公司AI业务。</p><p>英特尔在一份声明中表示——</p><p>我们感谢Sachin做出的贡献，并祝他一切顺利。陈立武将领导人工智能与先进技术集团，并与团队紧密合作。</p><p>一直以来，英特尔都在坚称，「AI是首要任务」。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f2216cdb8aade49f637a10928dc4b6ec\" alt=\"\" title=\"\" tg-width=\"1080\" tg-height=\"721\"/></p><p>今年3月，陈立武上任CEO之后，试图扭转英特尔艰难处境的局面动作频频：</p><p>调整扁平化管理结构，亲自提拔内部干将，甚至外招Arm前高管Kevork Kechichian掌舵数据中心业务。</p><p>同在今天，英特尔还任命了Craig H. Barratt为董事会成员。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/adc9774003a774720f1dd17057a07418\" alt=\"\" title=\"\" tg-width=\"1080\" tg-height=\"244\"/></p><p>他希望通过扁平化的管理，并强化技术导向，重振硅谷芯片巨头的竞争力。</p><p>年初，英特尔内部还叫停了AI芯片项目，代号Falcon Shore，并称后续专注于基于Jaguar Shores的「机架级解决方案」。</p><p>Katti升任后，制定全新AI战略的重担落在了他的肩上</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8ff612327534abeace16bf8e60b5a6cf\" alt=\"\" title=\"\" tg-width=\"1071\" tg-height=\"600\"/></p><p>即便如此，一些内部高层并不看好英特尔的未来，许多人纷纷离职。</p><p>Katti的离职标志着，英特尔今年痛失的第二位顶级AI高管。</p><p>上半年，曾领导数据中心和人工智能业务的Justin Hotard，转而担任诺基亚（Nokia）首席执行官。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3cda6dfb2fba624e047e58ef8f563adb\" alt=\"\" title=\"\" tg-width=\"1080\" tg-height=\"233\"/></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2f304af5934d707e655d1dfccb5cfee3\" alt=\"\" title=\"\" tg-width=\"942\" tg-height=\"1074\"/></p><p>近年来，英特尔在晶圆代工业务方面，一直难以争取到大客户。</p><p>尽管其CPU也被应用于AI服务器系统，但使用规模远不及主流的AI专用芯片。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0d90411998d71004a74af86601ad5f73\" alt=\"\" title=\"\" tg-width=\"1080\" tg-height=\"278\"/></p><p>10月，英特尔曾宣布了1.8nm制程的AI芯片——Intel Core Ultra 3，预计年底出货。</p><p>与此同时，英特尔的实力更是难以与英伟达设计、台积电制造的芯片相抗衡。</p><p>半个多月前，英特尔第三季度财报发布，137亿美元营收亮眼。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/51ab80e799e156025c633266ffc5a0ea\" alt=\"\" title=\"\" tg-width=\"1080\" tg-height=\"454\"/></p><p>而且，公司在第三季度向资产负债表注入了200亿美元资金，主要来源于三笔重要投资：</p><p>软银注资20亿美元； </p><p>美政府收购了10%股权，计划总投资89亿美元； </p><p>英伟达斥资50亿美元入股，并签订了长期联合开发芯片的协议。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/97ed48664f7d7d8636ea7e400ddf8956\" alt=\"\" title=\"\" tg-width=\"1052\" tg-height=\"1304\"/></p><p>即便第三季度整体表现强劲，但英特尔对代工业务未来的规划，语焉不详。</p><p>有分析师指出，如今英特尔缺的不是资金，缺的是让代工业务步入正轨的策略。</p><p>不过，在美国政府注资后，代工业务明显成为优先事项。</p><p>协议中明确规定——未来五年，若英特尔剥离其代工业务，将面临罚款，这是美国强化本土芯片制造的重要一环。</p><p>在芯片巨头们纷纷投身AI、竞争日趋激烈的今天，英特尔本就步履维艰的转型之路，变得更加前途未卜。</p></body></html>","source":"lsy1569730104218","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\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>奥特曼连夜挖走英特尔CTO！AI首席突然叛逃，陈立武被迫亲自挂帅</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; 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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奥特曼连夜挖走英特尔CTO！AI首席突然叛逃，陈立武被迫亲自挂帅\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-11-11 13:29 北京时间&nbsp;&nbsp;&nbsp;<a href=https://mp.weixin.qq.com/s/ln_0w1uq8Vlzf7R53EUYVQ><strong>新智元</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>导读：今天，OpenAI将英特尔首席AI官招入麾下，专攻算力基础设施建设，华人CEO救火亲自接管英特尔AI部门。与英伟达的仗还没打赢，自家后院就起了火。毫无征兆！今天一早，英特尔CTO兼首席AI官Sachin Katti突然宣布离职。他的下一站，正是当前AI领域的绝对核心——OpenAI。他将用自己在英特尔积累的4年经验，为OpenAI打造面向AGI的算力基础设施。OpenAI总裁Greg ...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/ln_0w1uq8Vlzf7R53EUYVQ\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c74be4c2a08964ef2daf32217f693b44","relate_stocks":{"INTC":"英特尔"},"source_url":"https://mp.weixin.qq.com/s/ln_0w1uq8Vlzf7R53EUYVQ","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1164477321","content_text":"导读：今天，OpenAI将英特尔首席AI官招入麾下，专攻算力基础设施建设，华人CEO救火亲自接管英特尔AI部门。与英伟达的仗还没打赢，自家后院就起了火。毫无征兆！今天一早，英特尔CTO兼首席AI官Sachin Katti突然宣布离职。他的下一站，正是当前AI领域的绝对核心——OpenAI。他将用自己在英特尔积累的4年经验，为OpenAI打造面向AGI的算力基础设施。OpenAI总裁Greg Brockman在第一时间晒出与Sachin Katti的合照，并激动地表示：Katti将和我们一起设计和构建OpenAI的基础设施，为AGI研究助力，并最终造福全人类。与此同时，CEO Sam Altman也迅速转发，对他的到来表示热烈欢迎。对于这家计划在未来8年斥资约1.4万亿打造AI基础设施的公司来说，Katti的加入可谓如虎添翼。然而，OpenAI的狂欢，映衬出的却是英特尔的落寞。如今，统领AI战略的关键人物已经离职，留下的摊子，陈立武只能自己收拾。CEO亲自挂帅CTO，还要兼顾领导AI部门。本就艰难的英特尔，更加艰难了。6个月闪离英特尔AI主管叛逃OpenAISachin Katti是什么样的人物，能为OpenAI带去什么？Katti于2003年毕业于印度理工学院电气工程专业，随后加入了MIT，完成了计算机科学博士学位。紧接着，他又在UC伯克利完成了博士后的研究。Katti是一位成功的企业家，创立并领导了多家在网络和人工智能领域产生重要影响的科技公司。毕业后，他创办了一家专攻无线通信技术的公司Kumu Networks，开创了自干扰消除技术。随后又创立了Uhana，专注于开发面向移动网络优化的先进AI解决方案，该公司后来被VMware收购。2021年底，Katti正式加入英特尔，最初负责网络业务。两年后，他升任为网络与边缘事业部（NEX）高级副总裁兼总经理。直到今年4月，又被陈立武提任为「CTO兼首席AI官」，全面主导英特尔的AI芯片与软件战略。在官网个人主页上，重点突出了Katti在公司领导中的地位——他负责制定并推动英特尔的整体AI战略与AI产品发展规划，主管英特尔实验室。此外，Katti曾任斯坦福电气工程与计算机科学系教授。他长期从事无线通信、网络和应用编码理论的前沿研究，并取得了诸多开创性的成果。Google Scholar显示，Sachin Katti曾发表多篇有影响力的论文，总被引数超3万次。不仅如此，Katti的学术生涯荣获多项重要奖项，包括ACM博士论文奖（荣誉提名），以及IEEE/ACM《网络学报》最佳论文奖（William Bennett Prize）。作为电信行业的重要领导者，他曾共同担任O-RAN联盟技术指导委员会主席，在推动全球开放与智能无线接入网络的普及和采用方面发挥了关键作用。可以看到，Sachin Katti是一位在无线通信、AI基础设施领域，深耕20多年的全栈式领军人物。对于OpenAI来说，他的加入至关重要。毕竟，除了模型scaling之外，算力基础设施是OpenAI未来拼图中最缺失的一块。OpenAI，正下一盘大棋在外部，OpenAI正编织一个巨大万亿算力关系网，英伟达、AMD、甲骨文等重磅玩家相互绑定。而在内部，OpenAI也在积极自建，全力招揽业界在基础设施领域的顶尖人才。今年4月，奥特曼曾发布英雄帖他们启动了数据中心、基础设施容量专项招聘，还放出了数十个涉及数据中心设计、电力、机械系统等领域的职位。其中包括，特斯拉前软件工程副总David Lau、前xAI基础设施工程负责人Uday Ruddarraju、前xAI负责后端和扩展系统的Angela Fan等人，纷纷加入了OpenAI。而在OpenAI，真正统领「Scaling Team」的负责人就是Greg Brockman本人。他曾表示，自己要么在OpenAI大干一场，要么就退出。作为负责基础设施Scaling的一把手，Greg已领导OpenAI投入了约1.4万亿美元，用于部署相当于30GW计算能力的设施。然而，OpenAI目前每年营收大约在130亿美元，这让Greg成为这场高风险财务赌局的主要负责人。《财富》的一篇报道称，Greg使命包括，构建和管理芯片、数据中心、软件，以及实际的运营。他认为，实现AGI的路径，还需要建设市场规模最大的基础设施。这会让阿波罗计划这样的项目，显得微不足道。但Greg也承认，要构建足以应对所谓的「AI需求雪崩」的算力设施，依旧十分困难。不过，除了签订外部合同，强化自主算力的一环，也是OpenAI重点之一。前段时间，他们曾宣布联手博通开发定制AI芯片，预计在2029年底全部部署完成。这一次，OpenAI抢到了英特尔CTO，对于自身算力布局版图来说意义重大。但对于50多年老牌芯片巨头来说，又是一次大失血。英特尔高层流失，AI时代艰难转身被寄予厚望的Sachin Katti出走后，英特尔华人CEO陈立武紧急救火，决定接管公司AI业务。英特尔在一份声明中表示——我们感谢Sachin做出的贡献，并祝他一切顺利。陈立武将领导人工智能与先进技术集团，并与团队紧密合作。一直以来，英特尔都在坚称，「AI是首要任务」。今年3月，陈立武上任CEO之后，试图扭转英特尔艰难处境的局面动作频频：调整扁平化管理结构，亲自提拔内部干将，甚至外招Arm前高管Kevork Kechichian掌舵数据中心业务。同在今天，英特尔还任命了Craig H. Barratt为董事会成员。他希望通过扁平化的管理，并强化技术导向，重振硅谷芯片巨头的竞争力。年初，英特尔内部还叫停了AI芯片项目，代号Falcon Shore，并称后续专注于基于Jaguar Shores的「机架级解决方案」。Katti升任后，制定全新AI战略的重担落在了他的肩上即便如此，一些内部高层并不看好英特尔的未来，许多人纷纷离职。Katti的离职标志着，英特尔今年痛失的第二位顶级AI高管。上半年，曾领导数据中心和人工智能业务的Justin Hotard，转而担任诺基亚（Nokia）首席执行官。近年来，英特尔在晶圆代工业务方面，一直难以争取到大客户。尽管其CPU也被应用于AI服务器系统，但使用规模远不及主流的AI专用芯片。10月，英特尔曾宣布了1.8nm制程的AI芯片——Intel Core Ultra 3，预计年底出货。与此同时，英特尔的实力更是难以与英伟达设计、台积电制造的芯片相抗衡。半个多月前，英特尔第三季度财报发布，137亿美元营收亮眼。而且，公司在第三季度向资产负债表注入了200亿美元资金，主要来源于三笔重要投资：软银注资20亿美元； 美政府收购了10%股权，计划总投资89亿美元； 英伟达斥资50亿美元入股，并签订了长期联合开发芯片的协议。即便第三季度整体表现强劲，但英特尔对代工业务未来的规划，语焉不详。有分析师指出，如今英特尔缺的不是资金，缺的是让代工业务步入正轨的策略。不过，在美国政府注资后，代工业务明显成为优先事项。协议中明确规定——未来五年，若英特尔剥离其代工业务，将面临罚款，这是美国强化本土芯片制造的重要一环。在芯片巨头们纷纷投身AI、竞争日趋激烈的今天，英特尔本就步履维艰的转型之路，变得更加前途未卜。","news_type":1,"symbols_score_info":{"INTC":2}},"isVote":1,"tweetType":1,"viewCount":1309,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":498609828987416,"gmtCreate":1762754382098,"gmtModify":1762754384327,"author":{"id":"3512032956627506","authorId":"3512032956627506","name":"DeW","avatar":"https://static.tigerbbs.com/73b517b102fce41516e0dd44e881246a","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3512032956627506","authorIdStr":"3512032956627506"},"themes":[],"title":"","htmlText":"[笑哭]&nbsp; 居然还有一万片。","listText":"[笑哭]&nbsp; 居然还有一万片。","text":"[笑哭] 居然还有一万片。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/498609828987416","repostId":"2582584339","repostType":2,"repost":{"id":"2582584339","kind":"news","pubTimestamp":1762743672,"share":"https://www.laohu8.com/m/news/2582584339?lang=zh_CN&edition=full","pubTime":"2025-11-10 11:01","market":"us","language":"zh","title":"10月美亚AMD X3D处理器销量超Intel全系","url":"https://stock-news.laohu8.com/highlight/detail?id=2582584339","media":"PConline太平洋...","summary":"根据@TechEpiphanyYT提供的美国亚马逊10月销售数据显示，AMD与Intel的CPU销量呈现巨大差距，倍受用户喜爱的AMD Ryzen 7 9800X3D与7800X3D两款处理器的总出货量约 16000片，而Intel在该平台的全系列CPU总销量未超过10000片，这使得AMD以约83.80%的销量占比占据绝对优势，意味着每卖出10颗CPU中，就有超过8颗是AMD型号。值得关注的是，AMD CPU的平均售价为272.05美元，而Intel的平均售价达到308.62美元。","content":"<html><body><article><p>根据@TechEpiphanyYT提供的美国<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>10月销售数据显示，<a href=\"https://laohu8.com/S/AMD\">AMD</a>与Intel的CPU销量呈现巨大差距，倍受用户喜爱的AMD Ryzen 7 9800X3D与7800X3D两款处理器的总出货量约 16000片，而Intel在该平台的全系列CPU总销量未超过10000片，这使得AMD以约83.80%的销量占比占据绝对优势，意味着每卖出10颗CPU中，就有超过8颗是AMD型号。两款X3D型号单品销量均约为8000片，这表明即便处于溢价价格区间，AMD高端游戏处理器依然需求旺盛。在中端市场，六核心的Ryzen 5 5500销量接近5000台，位列第三，性能表现优于Intel常见的四核心酷睿i3等竞品型号。</p><img src=\"https://inews.gtimg.com/om_bt/OMSlzQd97Fp3UXYhNFG9rXEo-mNpvTguUS5UUIIJbfApwAA/0\"/><p>Intel方面，酷睿Ultra 7 265K在售价降至300美元以下后，销量接近1000片，终于在大幅降价后取得了一定成绩。但其表现难以抵消Intel在12代、13代及14代处理器产品线由于不断上涨的价格使其在对价格敏感的零售市场中竞争力下降。值得关注的是，AMD CPU的平均售价为272.05美元，而Intel的平均售价达到308.62美元。</p><img src=\"https://inews.gtimg.com/om_bt/Ocfd6iuXWqXNg5VxNUYdysHbAFAVYFXUg_1aoRprI6zokAA/0\"/><p>亚马逊平台的买家行为呈现出需求两极化的特征：一类消费者优先追求极致游戏性能，因而倾向于选择X3D系列芯片；另一类则寻求价格亲民的多功能处理器，以满足日常游戏与生产力场景的需求，AMD的高性能与高性价比的产品组合与定价策略使其能够更有效地同时覆盖这两大用户群体。价格趋势同样值得留意：尽管 AMD 部分旧款型号出现涨价，但Ryzen 9000系列价格保持相对稳定，加之入门级CPU的强劲销量，使得AMD在该平台的平均售价低于Intel。</p></article></body></html>","source":"tencent","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\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>10月美亚AMD X3D处理器销量超Intel全系</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ 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hidden}\n.head .h-thumb { 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\">\n10月美亚AMD X3D处理器销量超Intel全系\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-11-10 11:01 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251110110338a6ee4959&s=b><strong>PConline太平洋...</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>根据@TechEpiphanyYT提供的美国亚马逊10月销售数据显示，AMD与Intel的CPU销量呈现巨大差距，倍受用户喜爱的AMD Ryzen 7 9800X3D与7800X3D两款处理器的总出货量约 16000片，而Intel在该平台的全系列CPU总销量未超过10000片，这使得AMD以约83.80%的销量占比占据绝对优势，意味着每卖出10颗CPU中，就有超过8颗是AMD型号。两款X3D型号...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251110110338a6ee4959&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMD":"美国超微公司","LU2355687059.USD":"NORDEA 1 GLOBAL IMPACT  \"BP\" (USD) ACC","IE0009356076.USD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A2\" (USD) ACC","BK4533":"AQR资本管理(全球第二大对冲基金)","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","LU1803068979.SGD":"FTIF - Franklin Technology A (acc) SGD-H1","BK4529":"IDC概念","LU2931357623.SGD":"MANULIFE GF GLOBAL SEMICONDUCTOR 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Leaders A2 SGD-H","LU0823434740.USD":"BNP PARIBAS US GROWTH \"C\" (USD) INC","BK4585":"ETF&股票定投概念","LU1242518931.SGD":"Fullerton Lux Funds - Asia Absolute Alpha A Acc SGD","LU2360106780.USD":"BGF WORLD TECHNOLOGY \"A4\" (USD) INC"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251110110338a6ee4959&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2582584339","content_text":"根据@TechEpiphanyYT提供的美国亚马逊10月销售数据显示，AMD与Intel的CPU销量呈现巨大差距，倍受用户喜爱的AMD Ryzen 7 9800X3D与7800X3D两款处理器的总出货量约 16000片，而Intel在该平台的全系列CPU总销量未超过10000片，这使得AMD以约83.80%的销量占比占据绝对优势，意味着每卖出10颗CPU中，就有超过8颗是AMD型号。两款X3D型号单品销量均约为8000片，这表明即便处于溢价价格区间，AMD高端游戏处理器依然需求旺盛。在中端市场，六核心的Ryzen 5 5500销量接近5000台，位列第三，性能表现优于Intel常见的四核心酷睿i3等竞品型号。Intel方面，酷睿Ultra 7 265K在售价降至300美元以下后，销量接近1000片，终于在大幅降价后取得了一定成绩。但其表现难以抵消Intel在12代、13代及14代处理器产品线由于不断上涨的价格使其在对价格敏感的零售市场中竞争力下降。值得关注的是，AMD CPU的平均售价为272.05美元，而Intel的平均售价达到308.62美元。亚马逊平台的买家行为呈现出需求两极化的特征：一类消费者优先追求极致游戏性能，因而倾向于选择X3D系列芯片；另一类则寻求价格亲民的多功能处理器，以满足日常游戏与生产力场景的需求，AMD的高性能与高性价比的产品组合与定价策略使其能够更有效地同时覆盖这两大用户群体。价格趋势同样值得留意：尽管 AMD 部分旧款型号出现涨价，但Ryzen 9000系列价格保持相对稳定，加之入门级CPU的强劲销量，使得AMD在该平台的平均售价低于Intel。","news_type":1,"symbols_score_info":{"INTC":1.5,"AMD":1.5,"GFS":1.5}},"isVote":1,"tweetType":1,"viewCount":1177,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}