英特尔盘前跳涨7%，报道：英伟达和博通“试水”公司18A制程_老虎社区_美港股上老虎

英特尔盘前跳涨7%，报道：英伟达和博通“试水”公司18A制程

华尔街见闻2025-03-03

英特尔18A制程获英伟达、博通测试，代工业务曙光初现？周一，英特尔股价盘前跳涨7%，据媒体援引消息人士报道，芯片巨头英伟达和博通正在使用英特尔的18A制程进行芯片制造测试，这一消息提振了市场对英特尔的信心。消息人士向路透社透露，英伟达和博通正在对Intel的18A制程进行测试。尽管这些测试并非针对完整的芯片设计，而是侧重于评估18A制程的性能和潜力，但这依然被视为两家公司可能向英特尔投入...

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process","themeId":"bed5b575a4e354f1c46fdb71b04ea985","isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"AVGO":1,"2NVD.UK":0.6,"3NVD.UK":0.6,"INTC":1,"NVIW.SI":0.6,"NVDU":0.6,"NVD":0.6,"NVD2.UK":0.6,"NVDA":1,"NVDX":0.6,"NVDD":0.6,"NVD3.UK":0.6,"NVDY":0.6,"NVDS.UK":0.6,"NVDS":0.6,"SNVD.UK":0.6},"content_text":"英特尔18A制程获英伟达、博通测试，代工业务曙光初现？\n\n周一，英特尔股价盘前跳涨7%，据媒体援引消息人士报道，芯片巨头英伟达和博通正在使用英特尔的18A制程进行芯片制造测试，这一消息提振了市场对英特尔的信心。\n消息人士向路透社透露，英伟达和博通正在对Intel的18A制程进行测试。尽管这些测试并非针对完整的芯片设计，而是侧重于评估18A制程的性能和潜力，但这依然被视为两家公司可能向英特尔投入数亿美元制造合同的积极信号。\n18A制程是英特尔近年来开发的先进芯片制造技术，旨在生产高性能人工智能处理器和其他复杂芯片，直接对标行业龙头台积电的同类技术。\n英特尔代工业务面临诸多挑战\n尽管获得了两大巨头的青睐，但英特尔的代工业务仍面临诸多挑战。数据显示，该业务去年的收入下降了60%，预计至少到2027年才能实现盈亏平衡。2025年，英特尔代工业务预计将产生164.7亿美元的收入，但几乎全部来自英特尔自身。\n由于需要对18A制程的关键知识产权进行认证，这一过程比预期要长，导致18A制程的量产时间可能再次推迟六个月，至2026年中。\nSynopsys的CEO Sassine Ghazi在财报发布后的访谈中表示：\n\n英特尔18A制程目前的性能介于TSMC最先进的制程和上一代制程之间。许多潜在客户都在密切关注英特尔的进展，并对是否与其合作持观望态度。\n\n18A制程能否按计划量产，并获得更多客户的认可，将是英特尔代工业务能否扭转颓势的关键。风险提示及免责条款\n\n            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