据美国《华尔街日报》8日援引消息人士的话报道,苹果与英特尔即将达成一项合作协议,由英特尔为苹果公司代工生产部分芯片。受此消息影响,英特尔股价8日收盘时上涨近14%,苹果股价当天收盘时上涨约2%。
《华尔街日报》的报道称,苹果与英特尔两家公司就芯片代工问题已商谈超过一年,近期已达成初步合作意向。如果最终签署合作协议,这将是苹果公司2016年以来首次选定台积电以外的第二家高端芯片代工厂。

伴随人工智能,也就是AI热潮持续升温,全球科技企业近年纷纷加码芯片投资,台积电晶圆产能已趋近饱和。除台积电外,英特尔公司是目前全球少数具备先进工艺可靠性与大规模量产能力的芯片厂商,近期正加速扩充产能,其位于亚利桑那州钱德勒市的新晶圆厂已进入产能爬坡阶段。

美国市场研究机构“创意策略”的分析师指出,苹果公司大概率不会采用英特尔现有的18A工艺,而是会等待升级后的18A-P工艺,最快有望于明年实现量产。不过截至发稿,苹果与英特尔两家公司均未对最新合作进展予以回应。
来源:央视财经
(文章来源:央视财经)
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