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← @_wmoon

$INTC

BEARISH2026-08-31
Price around the call
↓ 2026-08-31
By horizon✗ miss+34.3%
1d
✗ +0.8%
5d
✗ +19.3%
21d
✗ +34.3%
Original post
问月wmoon | StableStock🐳 · 2026-08-31

>> SK海力士为什么开始考虑英特尔代工? 据韩媒报道,SK 海力士正在考虑将下一代 HBM 的基础裸片部分交由英特尔晶圆代工生产 与此同时,SK 海力士美国公司封装负责人在 Hot Chips 上也提到,公司正在比较包括台积电 CoWoS-S / CoWoS-L 和 英特尔 EMIB 在内的先进封装技术 那么我们有足够的预期合作未来还可能进一步延伸到: HBM Base Die → EMIB 先进封装 → AI GPU / ASIC 英特尔完全可能先从 HBM Base Die、先进封装等环节进入 AI 供应链,建立客户和量产经验,再逐渐向更核心的先进制程订单渗透 > AI 时代的供应链多元化策略,正在给英特尔晶圆代工提供一条更现实的商业化路径 先进芯片和 HBM 的需求越来越大,客户也越来越重视产能保障、供应链安全和第二供应来源。再叠加美国推动半导体本土制造,某种程度上可以说,英特尔正在遇到属于自己的“天时地利” 正如我提到的,Intel 不需要证明全面优于台积电,它真正需要提供的是:足够好的性能/功耗/面积 + 成熟良率 + 产能 + 先进封装 + 美国本土制造 + 台积电之外的第二供应来源 就足够了 $INTC

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