Mecha ea litaba ea kantle ho naha: Theknoloji ea ho etsa thepa ea Intel e ka nka lilemo tse 5 ho fumana TSMC

Intel o boletse ka Labone hore tekanyetso e tlase ea tlhahiso ea 7-nanometer e ka etsa hore kemiso e nepahetseng ea sehlahisoa sa CPU e liehe ka likhoeli tse 12 ho tloha sepheo se reriloeng. Khamphani e ka nahana ka ho kenyelletsa tlhahiso ea chip ho li-metheo tse ling nakong e tlang. Litaba tsa litaba tsa kantle ho naha li bontšitse hore polelo ea Intel e felisitse mehla ea tlhahiso e tsoetseng pele e etelletsoeng pele ke US.

Ho latela tlhahlobo ea Nikkei Asia, Mark Li, eo e leng mohlahlobi oa theknoloji e phahameng ho Bernstein Research, o itse: "Ho ea ka pono ea botekgeniki feela, Intel ke selemo se le seng ho isa ho tse peli kamora TSMC. Haeba u nahana ho eketsa tlhahiso le ho fana ka lihlahisoa tse lekaneng ho ea ka tlholisano e sebetsang, ea pele e tlameha ebe o se a le lilemo tse peli ka morao. "

Ntle le moo, media media oa Taiwan MoneyDJ e qotsitse tlaleho ho tsoa ho Financial Times. Mohlahlobisisi oa BMO Ambrish Srivastava o boletse hore bokhoni ba ho etsa thepa ea Intel ke khale e le ntlha ea tlhahiso ea Amerika e tsoetseng pele le letšoao la bohlokoa la theknoloji e hlahisoang ke US. Leha ho le joalo, kajeno ho fapane, hobane node e ngoe le e ngoe ea semiconductor process node (technology node) hangata e na le lekhalo la likhoeli tse 24-30, Intel joale e ka ba ka morao ho TSMC ke moloko kaofela.

Ka nako e ts'oanang, mohlahlobisisi oa Susquehanna Chris Rolland o boletse hore kamora ho lieha hoa theknoloji ea morao-rao ea ts'ebetso, Intel e tobana le libaka tse peli. Taba e 'ngoe ke hore e ke ke ea kopana le TSMC,' me e 'ngoe ke hore ho tla nka bonyane lilemo tse hlano ho ts'oara kapa ho feta TSMC.

Ke hantle ho bolela hore mehopolo ea haufinyane ea 'maraka hore Intel e ka tsamaisa li-chip motheong oa TSMC ho fokotsa tšusumetso ea ho lieha ha mmileng. Bahlahlobisisi ba bang ba lumela hore sena se tla fetola mohlala oa Intel oa Microsoft, ba qobelle k'hamphani hore e tlohele ho etsa thepa e mengata 'me e tsepamise maikutlo ho moralo oa IC.

Mark Li o boetse a re haeba Intel e hlahisa sehlahisoa sohle sa eona sa chip, ka bobeli TSMC le Samsung li tla rua molemo, ha UMC le GF le tsona li ka fumana litaelo tsa chip.

Chang I-Chien, mohlahlobisisi ho Taishin Investment Trust, o supile, "Haeba ho kantle ho naha ho ipaka e le tsela e theko e boima haholo nakong e tlang, kamora nako e telele, Intel e kanna ea fokotsa butle-butle khoebo ea eona ea ho etsa lisebelisoa tsa chip mme e tsoelepele ho rala. ha nako e ntse e ea, Le haeba Intel e rekisa lifeme, indasteri ea chip e ke ke ea makala haholo. "