7月23日,英特爾宣布了一個(gè)令許多投資者乃至整個(gè)硅谷都為之震驚的消息:英特爾7納米制程CPU的研發(fā)進(jìn)度已經(jīng)比原計(jì)劃落后了整整12個(gè)月。
面對(duì)這一前所未有的困境,英特爾表示,如果不能迅速解決研發(fā)延遲的話,該公司會(huì)采取應(yīng)急措施,可能會(huì)選擇使用其他芯片制造商的生產(chǎn)設(shè)備?!肮緯?huì)使用自己的晶圓廠,也會(huì)借用其他廠商的晶圓廠?!庇⑻貭柕氖紫瘓?zhí)行官鮑勃?斯旺在電話會(huì)議上對(duì)金融分析師們說道。
7月27日,臺(tái)灣工商時(shí)報(bào)報(bào)道稱,英特爾已與臺(tái)積電達(dá)成協(xié)議,明年開始采用臺(tái)積電7納米優(yōu)化版本的6納米制程為英特爾生產(chǎn)芯片,并且預(yù)訂了臺(tái)積電明年18萬片6納米產(chǎn)能。
今年以來,英特爾的股價(jià)只上漲了1%。雖然英特爾的Q2財(cái)報(bào)表現(xiàn)強(qiáng)勁,但此消息一出,其股價(jià)在當(dāng)日盤后依然應(yīng)聲大跌,降幅超逾10%。
本次技術(shù)延遲不禁讓人回想起2018年的英特爾。兩年前,該公司也曾經(jīng)因?yàn)榧夹g(shù)原因?qū)?0納米制程CPU的上市時(shí)間推遲了半年。(目前英特爾在攻克的7納米技術(shù)要比10納米技術(shù)更先進(jìn),有了7納米技術(shù),設(shè)計(jì)師可以在相同的空間里排更多的晶體管,從而提高芯片性能。)
反觀英特爾的競(jìng)爭(zhēng)對(duì)手AMD,受益于其所采取的“臺(tái)積電代工”模式,AMD在近兩年就領(lǐng)先英特爾一步推出了采用7納米制程的CPU產(chǎn)品,未來,這種優(yōu)勢(shì)可能還會(huì)更加明顯。今年以來,AMD股價(jià)的増幅超逾30%,當(dāng)日盤后,又再次上漲了7%.
另一邊,蘋果在上個(gè)月宣布,Mac電腦將會(huì)棄用英特爾芯片,轉(zhuǎn)向基于ARM架構(gòu)的自研處理器。和AMD一樣,蘋果的“換芯”計(jì)劃依靠的也是臺(tái)積電的代工服務(wù)。
自2019年到現(xiàn)在,鮑勃?斯旺接任英特爾的首席執(zhí)行官已經(jīng)一年有余,在職期間也分別經(jīng)歷了英特爾在10納米技術(shù)與7納米技術(shù)上的兩次“難產(chǎn)”。他表示,由于技術(shù)原因,英特爾的7納米制程CPU尚且不能在合理的經(jīng)濟(jì)成本下實(shí)現(xiàn)有效量產(chǎn)。
“我們從源頭追蹤了這個(gè)問題,暫時(shí)來看并沒有發(fā)現(xiàn)很致命的障礙,但我們也做了應(yīng)急計(jì)劃,以此避免未來進(jìn)程的不確定性所可能造成的損失?!彼雇陔娫挷稍L上補(bǔ)充道,7納米制程CPU的發(fā)行時(shí)間可能會(huì)被延遲到2022年年末或2023年年初,盡管如此,英特爾已經(jīng)研發(fā)了許多配套技術(shù)用于提升該芯片的性能。
過去,基于芯片行業(yè)在半導(dǎo)體領(lǐng)域的穩(wěn)步發(fā)展,英特爾的創(chuàng)始人戈登?摩爾曾經(jīng)提出過一個(gè)“摩爾定律”,該定律指出,按照信息技術(shù)的進(jìn)步速度,芯片上晶體管的數(shù)量每?jī)赡昃蜁?huì)增加一倍。如今,英特爾自身卻似乎在越來越偏離摩爾定律的預(yù)測(cè)軌道。
在其他方面,英特爾第二季度的表現(xiàn)明顯好于分析師的預(yù)期。根據(jù)英特爾的Q2財(cái)報(bào),該公司第二季度營(yíng)收為197億美元,同比增長(zhǎng)了20%,比分析師平均預(yù)期高出10億美元;扣除非經(jīng)常性損益后,每股收益為1.23美元,較上年同期增長(zhǎng)16%,比平均預(yù)期高出12美分。(財(cái)富中文網(wǎng))
編譯:陳怡軒
7月23日,英特爾宣布了一個(gè)令許多投資者乃至整個(gè)硅谷都為之震驚的消息:英特爾7納米制程CPU的研發(fā)進(jìn)度已經(jīng)比原計(jì)劃落后了整整12個(gè)月。
面對(duì)這一前所未有的困境,英特爾表示,如果不能迅速解決研發(fā)延遲的話,該公司會(huì)采取應(yīng)急措施,可能會(huì)選擇使用其他芯片制造商的生產(chǎn)設(shè)備。“公司會(huì)使用自己的晶圓廠,也會(huì)借用其他廠商的晶圓廠?!庇⑻貭柕氖紫瘓?zhí)行官鮑勃?斯旺在電話會(huì)議上對(duì)金融分析師們說道。
7月27日,臺(tái)灣工商時(shí)報(bào)報(bào)道稱,英特爾已與臺(tái)積電達(dá)成協(xié)議,明年開始采用臺(tái)積電7納米優(yōu)化版本的6納米制程為英特爾生產(chǎn)芯片,并且預(yù)訂了臺(tái)積電明年18萬片6納米產(chǎn)能。
今年以來,英特爾的股價(jià)只上漲了1%。雖然英特爾的Q2財(cái)報(bào)表現(xiàn)強(qiáng)勁,但此消息一出,其股價(jià)在當(dāng)日盤后依然應(yīng)聲大跌,降幅超逾10%。
本次技術(shù)延遲不禁讓人回想起2018年的英特爾。兩年前,該公司也曾經(jīng)因?yàn)榧夹g(shù)原因?qū)?0納米制程CPU的上市時(shí)間推遲了半年。(目前英特爾在攻克的7納米技術(shù)要比10納米技術(shù)更先進(jìn),有了7納米技術(shù),設(shè)計(jì)師可以在相同的空間里排更多的晶體管,從而提高芯片性能。)
反觀英特爾的競(jìng)爭(zhēng)對(duì)手AMD,受益于其所采取的“臺(tái)積電代工”模式,AMD在近兩年就領(lǐng)先英特爾一步推出了采用7納米制程的CPU產(chǎn)品,未來,這種優(yōu)勢(shì)可能還會(huì)更加明顯。今年以來,AMD股價(jià)的増幅超逾30%,當(dāng)日盤后,又再次上漲了7%.
另一邊,蘋果在上個(gè)月宣布,Mac電腦將會(huì)棄用英特爾芯片,轉(zhuǎn)向基于ARM架構(gòu)的自研處理器。和AMD一樣,蘋果的“換芯”計(jì)劃依靠的也是臺(tái)積電的代工服務(wù)。
自2019年到現(xiàn)在,鮑勃?斯旺接任英特爾的首席執(zhí)行官已經(jīng)一年有余,在職期間也分別經(jīng)歷了英特爾在10納米技術(shù)與7納米技術(shù)上的兩次“難產(chǎn)”。他表示,由于技術(shù)原因,英特爾的7納米制程CPU尚且不能在合理的經(jīng)濟(jì)成本下實(shí)現(xiàn)有效量產(chǎn)。
“我們從源頭追蹤了這個(gè)問題,暫時(shí)來看并沒有發(fā)現(xiàn)很致命的障礙,但我們也做了應(yīng)急計(jì)劃,以此避免未來進(jìn)程的不確定性所可能造成的損失。”斯旺在電話采訪上補(bǔ)充道,7納米制程CPU的發(fā)行時(shí)間可能會(huì)被延遲到2022年年末或2023年年初,盡管如此,英特爾已經(jīng)研發(fā)了許多配套技術(shù)用于提升該芯片的性能。
過去,基于芯片行業(yè)在半導(dǎo)體領(lǐng)域的穩(wěn)步發(fā)展,英特爾的創(chuàng)始人戈登?摩爾曾經(jīng)提出過一個(gè)“摩爾定律”,該定律指出,按照信息技術(shù)的進(jìn)步速度,芯片上晶體管的數(shù)量每?jī)赡昃蜁?huì)增加一倍。如今,英特爾自身卻似乎在越來越偏離摩爾定律的預(yù)測(cè)軌道。
在其他方面,英特爾第二季度的表現(xiàn)明顯好于分析師的預(yù)期。根據(jù)英特爾的Q2財(cái)報(bào),該公司第二季度營(yíng)收為197億美元,同比增長(zhǎng)了20%,比分析師平均預(yù)期高出10億美元;扣除非經(jīng)常性損益后,每股收益為1.23美元,較上年同期增長(zhǎng)16%,比平均預(yù)期高出12美分。(財(cái)富中文網(wǎng))
編譯:陳怡軒
Intel spooked Silicon Valley and many of its investors on July 23, announcing that it had fallen a full 12 months behind schedule in developing its next major advance in chip-manufacturing technology.
In an unprecedented development, Intel said that as a contingency it would use a competitor’s manufacturing facilities if it could not resolve the delay quickly. The company could use “our fabs or somebody else’s,” CEO Bob Swan said on a call with analysts.
Intel’s stock price, which had previously gained just 1% so far this year, plunged 10% in after-hours trading, despite the company’s having announced solid results for the second quarter.
The surprise delay of the chipmaking technique known as seven nanometer brought back bad memories of Intel’s multiyear delay in achieving the previous advance, known as 10 nanometer. (With seven-nanometer technology, designers can fit more transistors into the same amount of space, increasing performance.) Rival Advanced Micro Devices, which relies on Taiwan Semiconductor for manufacturing, was already leading Intel in the race for the next chipmaking advance, but now could gallop farther ahead. AMD’s stock, previously up 30% in 2020, jumped an additional 7% after hours.
Apple, which last month said it was dropping Intel’s chips from its desktop and laptop computers, has also used Taiwan Semiconductor to manufacture its chips.
Intel’s Swan, who took over in 2019 following the 10-nanometer glitches, said the new seven-nanometer technology was not producing enough useful chips to make it economical yet, owing to a defect. “We have root-caused the issue and believe there are no fundamental roadblocks, but we have also invested in contingency plans to hedge against further scheduling uncertainty,” Swan said on the analyst call. Products using seven-nanometer technology would arrive in later 2022 or early 2023, he said. But Swan told analysts the company had developed numerous other technologies to improve the performance of its chips even with the delay in seven nanometer.
The chip industry’s once-steady improvements in semiconductor manufacturing gave rise to the famous Moore’s Law, coined by Intel cofounder Gordon Moore, which states that the number of transistors on a microchip doubles about every two years. Swan’s announcement appears to be an instance of Intel violating that law.
On other fronts, Intel did better than analysts expected in the second quarter. Revenue increased 20% year over year, to $19.7 billion, over $1 billion more than the average analyst forecast. And Intel’s adjusted earnings per share of $1.23, up 16% from a year ago, beat the average forecast by 12 cents.