不是有M系列芯片吗_老虎社区_美港股上老虎 - 老虎社区

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全球套利
05-05 16:17

不是有M系列芯片吗

美股异动 | 英特尔股价上涨超15%，今年以来的涨幅接近200%

苹果正与英特尔和三星就代工主芯片进行初步探讨，但尚未形成订单。分析认为，此举背后是AI热潮引发的先进制程产能紧张——苹果库克在最新财报电话会上直言芯片短缺正制约iPhone和Mac增长，并预计“需要数月才能恢复供需平衡”。与英特尔合作还被部分高管视为改善与特朗普政府关系的潜在筹码。

美股异动 | 英特尔股价上涨超15%，今年以来的涨幅接近200%

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Watch等其他产品线。</p><p>推动此轮短缺的因素有两个：一是AI数据中心的大规模扩张抢占了先进制程产能；二是适合本地运行AI模型的Mac需求超出预期。</p><p>苹果目前的主力芯片采用台积电3纳米制程，高度集中于中国台湾生产。</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>美股异动 | 英特尔股价上涨超15%，今年以来的涨幅接近200%</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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}\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美股异动 | 英特尔股价上涨超15%，今年以来的涨幅接近200%\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1084101182\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">华尔街见闻 </p>\n<p class=\"h-time\">2026-05-05 22:33</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><blockquote><p>苹果正与英特尔和三星就代工主芯片进行初步探讨，但尚未形成订单。分析认为，此举背后是AI热潮引发的先进制程产能紧张——苹果库克在最新财报电话会上直言芯片短缺正制约iPhone和Mac增长，并预计“需要数月才能恢复供需平衡”。与英特尔合作还被部分高管视为改善与特朗普政府关系的潜在筹码。</p></blockquote><p>5月5日，<strong>英特尔股价上涨超15%，今年以来的涨幅接近200%</strong>。消息方面：<a href=\"https://laohu8.com/S/AAPL\">苹果</a>正考虑与<a href=\"https://laohu8.com/S/INTC\">英特尔</a>和<a href=\"https://laohu8.com/S/SMSN.UK\">三星</a>合作，为其生产主要设备芯片。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e82ab8acd835c0203df9e3680746196f\" title=\"\" tg-width=\"560\" tg-height=\"240\" data-image-type=\"kline\"/></p><p>5月5日，据彭博报道，苹果正就委托英特尔和三星生产其主要设备芯片进行了初步探讨。同时，苹果的高管也曾到访三星正在得克萨斯州建设的一家先进芯片工厂。</p><p>知情人士向媒体透露，目前双方谈判均处于非常早期阶段，尚未产生任何订单。苹果对使用非<a href=\"https://laohu8.com/S/TSM\">台积电</a>技术存有顾虑，最终可能不会真的跟其他伙伴合作。苹果、英特尔、三星和台积电的发言人均未置评。</p><h2 id=\"id_208444997\">为何是英特尔和三星</h2><p>苹果历来偏好为每个核心零部件保留至少两家供应商，以在议价和供应保障上保持主动权——屏幕供应商的多元化布局即是一例。</p><p>英特尔方面，双方有超过十年的合作历史。英特尔曾于2006年至2020年间为Mac供应处理器，直至苹果转向自研芯片。对于现任CEO陈立武而言，吸引苹果成为代工客户将是其重振英特尔晶圆代工业务的重大突破。</p><p>此外，部分苹果高管认为，与英特尔合作还有政治层面的考量——此举可能有助于改善苹果与特朗普政府的关系。白宫去年促成了对英特尔的投资，并将其视为美国半导体产业的“国家冠军”。</p><p>三星方面，苹果高管已赴访其在德克萨斯州在建的先进芯片工厂。三星此前曾是苹果iPhone芯片的代工伙伴，目前也在为iPhone等产品生产更多外围元器件。不过，三星在晶圆代工市场仍落后于台积电，位居第二。</p><h2 id=\"id_298368157\">芯片荒成增长瓶颈</h2><p>苹果在上周举行的2026财年第二季度财报电话会议上，罕见地公开承认了供应链压力。</p><p>CEO库克表示：“我们在供应链上的灵活性比通常情况要低。”他进一步指出，当前的主要瓶颈并非内存，而是先进制程节点的供应——“这是我们SoC（系统级芯片）所依赖的节点”。</p><p>库克还表示：“我认为需要数月时间才能恢复供需平衡。”</p><p>芯片短缺已波及iPhone 17 Pro系列，并对Mac mini和Mac Studio的出货造成压力。苹果运营团队正在努力防止短缺蔓延至AirPods和Apple Watch等其他产品线。</p><p>推动此轮短缺的因素有两个：一是AI数据中心的大规模扩张抢占了先进制程产能；二是适合本地运行AI模型的Mac需求超出预期。</p><p>苹果目前的主力芯片采用台积电3纳米制程，高度集中于中国台湾生产。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/03e38a3a3c63bd5a9d8d8ca2d384d1c5","relate_stocks":{"BK4535":"淡马锡持仓","LU0557290698.USD":"施罗德环球可持续增长基金","LU1934455277.USD":"AB SICAV I LOW VOLATILITY TOTAL RETURN EQUITY PORT \"AD\" (USD) INC","LU2023250504.SGD":"Allianz Thematica Cl AMg DIS H2-SGD","HK0000306701.USD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (USD) INC","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","LU1119994496.HKD":"FIDELITY WORLD \"A\" (HKD) ACC","LU1791710582.SGD":"Fidelity Global Demographics A-ACC-SGD (SGD/USD hedged)","LU1934455194.USD":"AB SICAV I LOW VOLATILITY TOTAL RETURN EQUITY PORT \"A\" (USD) 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