美股异动 | 芯片股普涨 英特尔(INTC.US)涨逾7%

智通财经网
Aug 04

智通财经APP获悉,周二,芯片股普涨,英特尔(INTC.US)涨逾7%,闪迪(SNDK.US)涨逾6%,SK海力士(SKHY.US)、美光科技(MU.US)、美国超微公司(AMD.US)涨逾5%,博通(AVGO.US)、高通(QCOM.US)、阿斯麦(ASML.US)涨逾3%,希捷科技(STX.US)、西部数据(WDC.US)、英伟达(NVDA.US)涨逾2%。

最新披露信息显示,英特尔正全力推进俄亥俄州大型晶圆厂园区建设,目标在2031年实现全面运营,为加速工程落地,公司向员工提供高额加班奖金以推进建设进度。该园区占地约1000英亩,将生产英特尔“埃米时代”的18A和14A制程节点,计划2031年实现14A工艺的大规模量产。

同时英特尔EMIB-T先进封装技术取得重要进展,其成本较台积电(TSM.US)CoWoS方案低约50%,英特尔预计2027年大规模提供该封装服务,目前该技术封装良率已接近90%,但基板良率仅约50%,成为产能扩展的主要障碍,相关供应商正着力提升对应产能与良率。

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