[新聞] Intel invests $20 billion in two Arizo

[nangle (機翻如下)]

原文標題：

Intel invests $20 billion in two Arizona factories, 7nm chips coming in 2023
英特爾投資200億美元建亞利桑那州兩座工廠，7奈米晶片將於2023年問世

原文連結：

https://finance.yahoo.com/news/intel-7nm-2023-meteor-lake-213933055.html

發布時間：

Wed, March 24, 2021, 5:39 AM

原文內容：

Intel's new CEO, Pat Gelsinger, isn't wasting any time in ramping up the
company's engineering capabilities. In a press conference today, he announced
the company's "IDM 2.0" strategy, which kicks off with a $20 billion
investment in two Arizona fabrication plants. That'll make Intel a stronger
force in the chipmaking business, both when it comes to making its own
hardware, as well as chips for partners. Additionally, Gelsinger revealed
that the company's first 7nm chip, the long-delayed Meteor Lake, will have
its design finalized in the second quarter of this year. We won't see that
CPU ship until 2023, however, a year later than the company previously
suggested.

“Intel is the only company with the depth and breadth of software, silicon
and platforms, packaging, and process with at-scale manufacturing customers
can depend on for their next-generation innovations," Gelsinger said in a
blog post. "IDM 2.0 is an elegant strategy that only Intel can deliver – and
it’s a winning formula.”

Gelsinger kicked off his presentation by acknowledging Intel's struggles with
producing 7nm chips, something he attributed to delays that began with its
10nm architecture shift. Moving forward, he says Intel plans to use extreme
ultraviolet lithography (EUV) in a redesigned production process. But while
the company is investing more in its own fabrication plants, it'll still need
some help from third-party foundries to build its 7nm chips, Meteor Lake and
Granite Rapids for datacenters. Think of it like a stopgap solution: Intel
can't push production too much until its new facilities are ready, so it's
enlisting a bit of help.

As part of its push to be more of a fabrication giant, the company is
launching a new segment called Intel Foundry Services. Gelsinger mentioned
that Intel is currently working with partners, including Amazon, Cisco, IBM,
and Microsoft. But he pushed a bit further during a Q&A session with press,
saying that he's even pursuing Apple's business. Naturally, there's plenty of
skepticism about Intel's bold ambition. When asked how Intel plans to balance
commitments to partners, even though it's had trouble making its own
production commitments, Gelsinger noted that IFS will be run as its own
business unit, and that Intel is aiming to honor its promises to partners.

"Intel is back," Gelsinger said. "The old Intel is now the new Intel as we
look forward to the future."

機翻如下：

英特爾新任首席執行官派特-格爾辛格（Pat Gelsinger）並沒有浪費時間來提升公司的工
程能力。在今天的新聞發佈會上，他宣佈了公司的 "IDM 2.0 "戰略，該戰略以投資200億
美元在亞利桑那州的兩家製造工廠為開端。這將使英特爾在晶片製造業務中成為更強大的
力量，無論是在製造自己的硬體時，還是在為合作夥伴製造晶片時。此外，Gelsinger還
透露，該公司的首款7nm晶片，也就是拖延已久的Meteor Lake，將在今年第二季度完成設
計。不過，我們要到2023年才能看到該CPU的出貨，比該公司此前建議的時間晚了一年。

"英特爾是唯一一家在軟體、矽和平臺、封裝和工藝與規模製造方面具有深度和廣度的公
司，客戶的下一代創新可以依賴，"Gelsinger在一篇博客文章中說。"IDM 2.0是一個優雅
的戰略，只有英特爾能夠提供--這是一個成功的公式。"

Gelsinger在演講中首先承認英特爾在生產7奈米晶片方面的困難，他認為這是由於其10奈
米架構轉變開始的延遲。他表示，未來，英特爾計畫在重新設計的生產工藝中使用極紫外
光刻技術(EUV)。但是，雖然該公司正在增加對自己的製造工廠的投資，但它仍然需要一
些協力廠商代工廠的説明來製造其7奈米晶片，流星湖和資料中心的Granite Rapids。把
它看成是一個權宜之計。英特爾在新工廠建成之前 不能過多地推動生產 所以它在尋求一
些幫助。

作為其推動成為更多製造巨頭的一部分，該公司正在推出一個名為英特爾代工服務的新部
門。Gelsinger提到，英特爾目前正在與合作夥伴合作，包括亞馬遜、思科、IBM和微軟。
但他在與媒體的問答環節中更進一步，表示甚至在追求蘋果的業務。自然，對於英特爾的
大膽野心，有很多人持懷疑態度。當被問及英特爾計畫如何平衡對合作夥伴的承諾時，即
使它在實現自己的生產承諾方面遇到了困難，Gelsinger指出，IFS將作為自己的業務部門
來運作，英特爾的目標是兌現對合作夥伴的承諾。

"英特爾回來了，"Gelsinger說。"舊的英特爾現在是新的英特爾，因為我們期待著未來的
發展。"


心得/評論：


記者個性也是蠻諷刺的

"並沒有浪費時間提升工程能力"

"比先前建議的時程延後一年"

"新工廠蓋起來前，不會追求生產，會尋求其他幫助" (告訴我這是什麼意思？)

只能說這個新任CEO很會講話

記者直接戳破也很直白

--
※ 發信站: 批踢踢實業坊(ptt.cc), 來自: 180.217.46.175 (臺灣)
※ 文章網址: https://www.ptt.cc/bbs/Stock/M.1616539693.A.B5B.html
※ 編輯: nangle (180.217.46.175 臺灣), 03/24/2021 06:51:18
→ tonyd       : PPT專業製作公司 QQ
推 pp520       : 蓋好工廠就會跑的訂單，GG接不接都兩難
噓 Enzofulgura : INTC就是垃圾
→ x512319     : 沒救了
推 fleetwood   : 叫果凍歌手的宣言果然很塑膠 XD
→ fbiciamib123: 蓋好就抽單台GG 以後真的GG
→ henrk       : 10nm先上市再說吧!!!
→ payneblue   : 台積電根本不缺intel的單吧 最大客戶是AMD跟蘋果
→ kyova       : 沒意外會delay好幾年~ 10nm++++++++++++++
推 vincent5236 : 反正股價會說話華爾街也吃這套，這就是要時間來證
→ vincent5236 : 明，短時間AMD跟TSM股價會有一定程度跌幅。
噓 Rin5566     : 哈
噓 ccloudd     : 美國爸爸叫你放技術出來囉 TSM gg
推 doranako    : 7nm intel良率出不了，落後好幾年，騙補助的，小心
→ doranako    : 台積被挖角就是
推 horseorange : 先誰拿到euv誰先贏囉 看intel會不會找人插隊先拿到
推 somanyee    : 盤後漲6% 很不錯 50以下無腦買感到欣慰
推 ten9di9     : 要直接偷台積的技術了，滿滿的人可以挖
推 summerleaves: APPL AMD GG 穩了 牙膏廠出來騙補助 一點也沒反省
→ somanyee    : amd @ 93 時候intc @50；現在intc 63，amd @78
推 vincent5236 : 有可能會追上喔 目前來說intc股價最近很好
推 poi963841   : 牙膏要復活惹
→ poi963841   : 盤後intc大漲 amd大跌 快要再次黃金交叉惹
→ Miseryz     : 新工廠蓋起來前要投台積單也要台積有產能啊！台積單
→ Miseryz     : 不是已經排到2023去了？
→ x512319     : 製程會delay ，蓋廠也會delay 好嗎
→ x512319     : 不要小看I皇的進度表