※ 引述《switch (pura vita!)》之銘言: : 1.原文連結: : https://on.mktw.net/2CZ9CIv : 2.原文內容: : 節錄: : Intel Corp. shares dove and rival Advanced Micro Devices Inc. shares gained : in after-hours trading Thursday, when Intel reported its next generation of : semiconductor technology will be delayed and that it may actually use a : third-party to manufacture it as a contingency plan. : “We have identified a defect mode in our 7-nanometer process that resulted : in yield degradation,” said Bob Swan, Intel chief executive, on a conference : call late Thursday. “We’ve root caused the issue and believe there are no : fundamental roadblocks but we have also invested in contingency plans to : hedge against further schedule uncertainty.” : Those contingency plans could include using “somebody else’s foundry,” : Swan said in the call. For example, AMD uses Taiwan Semiconductor : Manufacturing Co. TSM, -1.69% to manufacture its 7-nm chips, and American : depositary receipts for TSMC were up 4% after hours. : 3.心得/評論: : Intel 發現自家的 7nm 製程有一種缺陷模式會造成良率的損失,將延後六個月推出。 : 不排除使用外部的第三方晶圓代工作為應變計畫,以避免產品發表時程再一次被拖延。 : 盤後 Intel 目前大跌 10%, AMD 大漲 8%, TSM (tsmc ADR) 漲 4.6%。