周四,英特尔 (INTC.US)涨近8%,报24.27美元。消息面上,该公司最新处理器酷睿Ultra9275HX登顶跑分榜。另外,投行Baird分析师Tristan Gerra表示,证券界传闻美国政府正推动英特尔与台积电组成合资公司,共同在美国拥有及发展多个芯片代工厂项目。
Baird分析师Tristan Gerra在给客户的一份报告中写道,讨论涉及台积电派遣工程师到英特尔的晶圆厂 (计划生产3纳米和2纳米尺寸),以提高技术水平,并确保英特尔的晶圆厂和后续制造项目可行。
报告称,第四季度,MPU总出货量环比增长10.8%。其中,AMD的市场份额从21.6%增至22.1%,主要得益于笔记本和服务器的需求增长。Arm的市场份额也从10%微增至10.5%,同样受到笔记本需求的推动。
32 分钟on MSN
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