英特尔(INTC)盘前曾涨逾7% 据悉集团联合英伟达博通开展生产测试

金吾财讯
Mar 03, 2025

金吾财讯 | 英特尔(INTC)盘前走高,涨幅一度扩大至7.08%,截止发稿,暂升5.86%,报25.12美元。消息面上,据两位知情人士透露,英伟达(NVDA)与博通(AVGO)正联合英特尔开展生产测试,这初步彰显了对英特尔先进生产技术的信心。此次测试运用了英特尔历经多年研发的 18A 工艺,该工艺涵盖一系列技术与方法,可用于制造先进人工智能处理器及其他复杂芯片。这些测试意味着,英伟达和博通距离决定是否将价值数亿美元的代工合同授予英特尔已近在咫尺。一旦达成合作,这将为英特尔带来一笔意外收入,有力地为其代工业务增添信誉。另外,AMD(AMD)也在评估英特尔的 18A 制造工艺是否契合自身需求,不过目前尚无法确定 AMD 是否已将测试芯片送往英特尔工厂。英特尔发言人回应称:“我们不针对具体客户置评,但很高兴看到整个生态系统对英特尔 18A 展现出极高的兴趣并积极参与。”

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