英特尔首席执行官陈立武在与分析师的电话会议上表示，公司正在研发先进的14A制程技术，该技术将使芯片更高效。但他也指出，14A的量产要到本十年末才可能开始。他补充称，时间表还取决于英特尔是否能获得“一位重要的外部客户”以分担开发成本。摩根大通分析师在研报中指出，客户对14A的采用决策可能还需要18至24个月才能做出，因此英特尔代工与AI路线图在短期内存在高度不确定性。与此同时，英特尔将继续消耗现金，并在PC客户端和服务器市场上进一步将份额让给AMD。
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.