活久见系列：NVIDIA想找Intel代工？Intel这次好像真要好起来了_老虎社区_美港股上老虎

活久见系列：NVIDIA想找Intel代工？Intel这次好像真要好起来了

PConline太平洋...2025-12-25

说实话，如果倒退个两三年，你要是跟我说 NVIDIA（英伟达）和 AMD 这两家跟 Intel（英特尔）在市场上杀红了眼的死对头，有一天会排着队去考察 Intel 的晶圆厂，甚至考虑把自家最核心的芯片交给 Intel 来造，我大概率会觉得你喝多了。但科技圈就是这么魔幻，2025 年底的这个冬天，这个被大家戏称为“牙膏厂”的巨头，在现任 CEO 陈立武的治理下，搞不好真要迎来它的“真香”时刻了。事情...

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Kimilin
·2025-12-25
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href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251225202152a6ce9dec&s=b><strong>PConline太平洋...</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>说实话，如果倒退个两三年，你要是跟我说 NVIDIA（英伟达）和 AMD 这两家跟 Intel（英特尔）在市场上杀红了眼的死对头，有一天会排着队去考察 Intel 的晶圆厂，甚至考虑把自家最核心的芯片交给 Intel 来造，我大概率会觉得你喝多了。但科技圈就是这么魔幻，2025 年底的这个冬天，这个被大家戏称为“牙膏厂”的巨头，在现任 CEO 陈立武的治理下，搞不好真要迎来它的“真香”时刻了。事情...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251225202152a6ce9dec&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"SG9999014575.USD","symbol_name":"UOB UNITED INCOME FOCUS TRUST FUND (USDHDG) 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Intel seems to be really getting better this time","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"04335":1.95,"MACW.SI":0.6,"INTC":1.95,"AAPL":0.9,"NVDA":1.93},"content_text":"说实话，如果倒退个两三年，你要是跟我说 NVIDIA（英伟达）和 AMD 这两家跟 Intel（英特尔）在市场上杀红了眼的死对头，有一天会排着队去考察 Intel 的晶圆厂，甚至考虑把自家最核心的芯片交给 Intel 来造，我大概率会觉得你喝多了。但科技圈就是这么魔幻，2025 年底的这个冬天，这个被大家戏称为“牙膏厂”的巨头，在现任 CEO 陈立武的治理下，搞不好真要迎来它的“真香”时刻了。事情的起因是一位X平台上的用户发出的广发证券的研报的部分内容。这些内容里透露的信息量极大。简单来说，台积电（TSMC）的产能紧张，产业链正在寻找可规模化的备选方案。而在这件事上，Intel 罕见地被摆到了“候选名单”的显眼位置。图片来源：X陈立武的“减法”哲学：瘦身之后，All in 先进工艺在聊具体技术前，先看清 Intel 现在的经营逻辑。与过去那种“既要又要还要”的臃肿状态相比，陈立武上任后更强调聚焦，Intel 开启了彻底的All in：一边是冷酷的全球大裁员和缩减开支，把一切不赚钱、不核心的业务通通砍掉；另一边则是把省下来的每一分钱、每一个工程师都砸向了 18A 和 14A 这两个生死攸关的节点。图片来源：Intel老黄和苏妈的“叛变”？瞄准Intel 14A工艺而此次爆料中最重磅的消息，就是NVIDIA 和 AMD 正在评估 Intel 的 14A 工艺节点。图片来源：X这事儿之所以离谱，是因为在大家印象里，高端芯片制造市场现在基本就是台积电的天下。老黄和苏妈为了抢台积电的产能，私底下估计没少较劲。但现在情况变了，AI 芯片的需求量大到离谱，台积电就算把机器开出火星子来也供不上。图片来源：TSMC这时候，Intel 抛出的最大筹码是 14A。按照公开信息，Intel 正在把 14A 作为引入 ASML High-NA EUV光刻机的核心节点，并且已在产线侧推进 High-NA 设备导入与工艺开发。而且14A 相比现在Intel目前的18A节点，有更强的性能和更低的功耗。对于 NVIDIA 和 AMD 这种做服务器芯片的厂商来说，这简直就是无法拒绝的诱惑。图片来源：Intel苹果的算盘：不仅要芯片，还要封装此次爆料还介绍了苹果与Intel的合作，如果说 NVIDIA 和 AMD 是在看“未来”，那苹果（Apple）可能是在解“近渴”。比起还在路上的 14A 工艺，苹果看上的是 Intel 另一项独门绝技——EMIB 先进封装。这里得聊聊背景。大家都知道苹果现在正在搞自己的 AI 服务器芯片，代号“Baltra”。苹果最初的设计与台积电的N3 3纳米工艺相关，但问题在于：台积电的产能有限。图片来源：Intel现在的状况是，苹果纵有千亿现金，也未必能从老黄手里抢走产能。于是，Intel 的 EMIB方案就成了最佳备选。对于急于布局AI 生态的苹果来说，Intel 的代工厂成了他们不被台积电产能“卡脖子”的最后一张底牌。结语陈立武执掌下的 Intel，正在经历一场极其痛苦的转型。不管是裁员还是砍业务，目的都只有一个：确保 18A 和 14A 能够如期交货。现在看来，这个目的正在达成的路上。当台积电在先进制程与先进封装上供给持续吃紧时，客户会天然提高对“产能与交付风险”的敏感度。NVIDIA 担心产能受限，苹果担心受制于单一供应链。在这种情况下，只要 Intel 能提供足够稳健、可量产的替代/补充方案，市场就会愿意给它一次机会。图片来源：Intel当然，这一切的前提是 Intel 这次真的别再掉链子了。如果能拿下苹果和 NVIDIA 的订单，Intel 就不再是一个单纯卖 CPU 的公司，而是会摇身一变，成为和台积电一样的顶级代工厂。这不仅是几十亿美元营收的问题，更是关乎尊严的一战。从目前透露的风声来看，风向确实在变。这一次，Intel 好像真的准备好了。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"corporation","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"},"commentList":[{"id":514641996247976,"gmtCreate":1766675386220,"gmtModify":1766676477354,"author":{"id":"3547203927657418","authorId":"3547203927657418","name":"Kimilin","avatar":"https://static.tigerbbs.com/b722a2f3f6e387f48b34b17a0e1ec2be","vip":1,"crmLevel":9,"crmLevelSwitch":0,"idStr":"3547203927657418","authorIdStr":"3547203927657418"},"htmlText":"多买点","listText":"多买点","text":"多买点","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/514641996247976","repostId":2594234975,"repostType":2,"repost":{"id":"2594234975","kind":"news","pubTimestamp":1766659782,"share":"https://www.laohu8.com/m/news/2594234975?lang=zh_CN&edition=full","pubTime":"2025-12-25 18:49","market":"us","language":"zh","title":"活久见系列：NVIDIA想找Intel代工？Intel这次好像真要好起来了","url":"https://stock-news.laohu8.com/highlight/detail?id=2594234975","media":"PConline太平洋...","summary":"而在这件事上，Intel 罕见地被摆到了“候选名单”的显眼位置。瞄准Intel 14A工艺而此次爆料中最重磅的消息，就是NVIDIA 和 AMD 正在评估 Intel 的 14A 工艺节点。于是，Intel 的 EMIB方案就成了最佳备选。NVIDIA 担心产能受限，苹果担心受制于单一供应链。如果能拿下苹果和 NVIDIA 的订单，Intel 就不再是一个单纯卖 CPU 的公司，而是会摇身一变，成为和台积电一样的顶级代工厂。","content":"<html><body><article><p>说实话，如果倒退个两三年，你要是跟我说 NVIDIA（<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>）和 <a href=\"https://laohu8.com/S/AMD\">AMD</a> 这两家跟 Intel（<a href=\"https://laohu8.com/S/INTC\">英特尔</a>）在市场上杀红了眼的死对头，有一天会排着队去考察 Intel 的晶圆厂，甚至考虑把自家最核心的芯片交给 Intel 来造，我大概率会觉得你喝多了。但科技圈就是这么魔幻，2025 年底的这个冬天，这个被大家戏称为“牙膏厂”的巨头，在现任 CEO 陈立武的治理下，搞不好真要迎来它的“真香”时刻了。</p><p>事情的起因是一位X平台上的用户发出的<a href=\"https://laohu8.com/S/000776\">广发证券</a>的研报的部分内容。这些内容里透露的信息量极大。简单来说，<a href=\"https://laohu8.com/S/TSM\">台积电</a>（TSMC）的产能紧张，产业链正在寻找可规模化的备选方案。而在这件事上，Intel 罕见地被摆到了“候选名单”的显眼位置。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20251225193643117v206fiu2nupj9jy\"/><p>图片来源：X</p><p><strong>陈立武的“减法”哲学：瘦身之后，All in 先进工艺</strong></p><p>在聊具体技术前，先看清 Intel 现在的经营逻辑。与过去那种“既要又要还要”的臃肿状态相比，陈立武上任后更强调聚焦，Intel 开启了彻底的All in：一边是冷酷的全球大裁员和缩减开支，把一切不赚钱、不核心的业务通通砍掉；另一边则是把省下来的每一分钱、每一个工程师都砸向了 18A 和 14A 这两个生死攸关的节点。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20251225193647468v206dog9uz6c8fr\"/><p>图片来源：Intel</p><p><strong>老黄和苏妈的“叛变”？瞄准Intel 14A工艺</strong></p><p>而此次爆料中最重磅的消息，就是NVIDIA 和 AMD 正在评估 Intel 的 14A 工艺节点。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20251225193701441v2069wlta5ra97s\"/><p>图片来源：X</p><p>这事儿之所以离谱，是因为在大家印象里，高端芯片制造市场现在基本就是台积电的天下。老黄和苏妈为了抢台积电的产能，私底下估计没少较劲。但现在情况变了，AI 芯片的需求量大到离谱，台积电就算把机器开出火星子来也供不上。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20251225193702870v206xdpu0jj5uuo\"/><p>图片来源：TSMC</p><p>这时候，Intel 抛出的最大筹码是 14A。按照公开信息，Intel 正在把 14A 作为引入 <a href=\"https://laohu8.com/S/ASML\">ASML</a> High-NA EUV光刻机的核心节点，并且已在产线侧推进 High-NA 设备导入与工艺开发。而且14A 相比现在Intel目前的18A节点，有更强的性能和更低的功耗。对于 NVIDIA 和 AMD 这种做服务器芯片的厂商来说，这简直就是无法拒绝的诱惑。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20251225193705007v2064w0ol9ex785\"/><p>图片来源：Intel</p><p><strong><a href=\"https://laohu8.com/S/AAPL\">苹果</a>的算盘：不仅要芯片，还要封装</strong></p><p>此次爆料还介绍了苹果与Intel的合作，如果说 NVIDIA 和 AMD 是在看“未来”，那苹果（Apple）可能是在解“近渴”。比起还在路上的 14A 工艺，苹果看上的是 Intel 另一项独门绝技——EMIB 先进封装。</p><p>这里得聊聊背景。大家都知道苹果现在正在搞自己的 AI 服务器芯片，代号“Baltra”。苹果最初的设计与台积电的N3 3纳米工艺相关，但问题在于：台积电的产能有限。</p><img src=\"https://mmbiz.qpic.cn/mmbiz_jpg/fAv6yhWCqSpJzib3VBT12jBRmkIibicn889ugbrNZBeuiaSI5icH5gpQC0Zlr75WLOzKic9R2hoW2AlKr9Vtftf0wepg/640?wx_fmt=jpeg&amp;from=appmsg\"/><p>图片来源：Intel</p><p>现在的状况是，苹果纵有千亿现金，也未必能从老黄手里抢走产能。于是，Intel 的 EMIB方案就成了最佳备选。对于急于布局AI 生态的苹果来说，Intel 的代工厂成了他们不被台积电产能“卡脖子”的最后一张底牌。</p><p><strong>结语</strong></p><p>陈立武执掌下的 Intel，正在经历一场极其痛苦的转型。不管是裁员还是砍业务，目的都只有一个：确保 18A 和 14A 能够如期交货。</p><p>现在看来，这个目的正在达成的路上。当台积电在先进制程与先进封装上供给持续吃紧时，客户会天然提高对“产能与交付风险”的敏感度。NVIDIA 担心产能受限，苹果担心受制于单一供应链。在这种情况下，只要 Intel 能提供足够稳健、可量产的替代/补充方案，市场就会愿意给它一次机会。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20251225193727278v206sh28yccocox\"/><p>图片来源：Intel</p><p>当然，这一切的前提是 Intel 这次真的别再掉链子了。如果能拿下苹果和 NVIDIA 的订单，Intel 就不再是一个单纯卖 CPU 的公司，而是会摇身一变，成为和台积电一样的顶级代工厂。这不仅是几十亿美元营收的问题，更是关乎尊严的一战。从目前透露的风声来看，风向确实在变。这一次，Intel 好像真的准备好了。</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>活久见系列：NVIDIA想找Intel代工？Intel这次好像真要好起来了</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活久见系列：NVIDIA想找Intel代工？Intel这次好像真要好起来了\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-12-25 18:49 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251225202152a6ce9dec&s=b><strong>PConline太平洋...</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>说实话，如果倒退个两三年，你要是跟我说 NVIDIA（英伟达）和 AMD 这两家跟 Intel（英特尔）在市场上杀红了眼的死对头，有一天会排着队去考察 Intel 的晶圆厂，甚至考虑把自家最核心的芯片交给 Intel 来造，我大概率会觉得你喝多了。但科技圈就是这么魔幻，2025 年底的这个冬天，这个被大家戏称为“牙膏厂”的巨头，在现任 CEO 陈立武的治理下，搞不好真要迎来它的“真香”时刻了。事情...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251225202152a6ce9dec&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":{"SG9999014575.USD":"UOB UNITED INCOME FOCUS TRUST FUND (USDHDG) INC","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","BK4529":"IDC概念","BK4602":"量子计算概念","SG9999001424.SGD":"United E-Commerce Fund SGD","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","LU0215105999.USD":"SCHRODER ISF GLOBAL EQUITY \"A\" ACC","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc USD","LU1261432733.SGD":"Fidelity World A-ACC-SGD","IE00BKDWB100.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5H\" (SGDHDG) ACC","LU2092937148.SGD":"Blackrock ESG Multi-Asset A8 SGD-H","SG9999014559.SGD":"United Income Focus Trust Dis SGD","LU2111349929.HKD":"ALLIANZ GLOBAL 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陈立武的治理下，搞不好真要迎来它的“真香”时刻了。事情的起因是一位X平台上的用户发出的广发证券的研报的部分内容。这些内容里透露的信息量极大。简单来说，台积电（TSMC）的产能紧张，产业链正在寻找可规模化的备选方案。而在这件事上，Intel 罕见地被摆到了“候选名单”的显眼位置。图片来源：X陈立武的“减法”哲学：瘦身之后，All in 先进工艺在聊具体技术前，先看清 Intel 现在的经营逻辑。与过去那种“既要又要还要”的臃肿状态相比，陈立武上任后更强调聚焦，Intel 开启了彻底的All in：一边是冷酷的全球大裁员和缩减开支，把一切不赚钱、不核心的业务通通砍掉；另一边则是把省下来的每一分钱、每一个工程师都砸向了 18A 和 14A 这两个生死攸关的节点。图片来源：Intel老黄和苏妈的“叛变”？瞄准Intel 14A工艺而此次爆料中最重磅的消息，就是NVIDIA 和 AMD 正在评估 Intel 的 14A 工艺节点。图片来源：X这事儿之所以离谱，是因为在大家印象里，高端芯片制造市场现在基本就是台积电的天下。老黄和苏妈为了抢台积电的产能，私底下估计没少较劲。但现在情况变了，AI 芯片的需求量大到离谱，台积电就算把机器开出火星子来也供不上。图片来源：TSMC这时候，Intel 抛出的最大筹码是 14A。按照公开信息，Intel 正在把 14A 作为引入 ASML High-NA EUV光刻机的核心节点，并且已在产线侧推进 High-NA 设备导入与工艺开发。而且14A 相比现在Intel目前的18A节点，有更强的性能和更低的功耗。对于 NVIDIA 和 AMD 这种做服务器芯片的厂商来说，这简直就是无法拒绝的诱惑。图片来源：Intel苹果的算盘：不仅要芯片，还要封装此次爆料还介绍了苹果与Intel的合作，如果说 NVIDIA 和 AMD 是在看“未来”，那苹果（Apple）可能是在解“近渴”。比起还在路上的 14A 工艺，苹果看上的是 Intel 另一项独门绝技——EMIB 先进封装。这里得聊聊背景。大家都知道苹果现在正在搞自己的 AI 服务器芯片，代号“Baltra”。苹果最初的设计与台积电的N3 3纳米工艺相关，但问题在于：台积电的产能有限。图片来源：Intel现在的状况是，苹果纵有千亿现金，也未必能从老黄手里抢走产能。于是，Intel 的 EMIB方案就成了最佳备选。对于急于布局AI 生态的苹果来说，Intel 的代工厂成了他们不被台积电产能“卡脖子”的最后一张底牌。结语陈立武执掌下的 Intel，正在经历一场极其痛苦的转型。不管是裁员还是砍业务，目的都只有一个：确保 18A 和 14A 能够如期交货。现在看来，这个目的正在达成的路上。当台积电在先进制程与先进封装上供给持续吃紧时，客户会天然提高对“产能与交付风险”的敏感度。NVIDIA 担心产能受限，苹果担心受制于单一供应链。在这种情况下，只要 Intel 能提供足够稳健、可量产的替代/补充方案，市场就会愿意给它一次机会。图片来源：Intel当然，这一切的前提是 Intel 这次真的别再掉链子了。如果能拿下苹果和 NVIDIA 的订单，Intel 就不再是一个单纯卖 CPU 的公司，而是会摇身一变，成为和台积电一样的顶级代工厂。这不仅是几十亿美元营收的问题，更是关乎尊严的一战。从目前透露的风声来看，风向确实在变。这一次，Intel 好像真的准备好了。","news_type":1,"symbols_score_info":{"04335":1.95,"MACW.SI":0.6,"INTC":1.95,"AAPL":0.9,"NVDA":1.93}},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"}],"hasMoreComments":true,"newsSizeData":{"likeSize":0,"commentSize":1,"repostSize":1,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"isCrawlerRequest":true}