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IDC概念

1,864.71

+26.531.44%

涨家数：5

跌家数：3

平家数：- -

市盈率：- -

高：1,919.35

开：1,838.32

低：1,802.07

收：1,838.18

数据加载中...

前CEO巴雷特反对拆分英特尔：应解雇董事会并重新聘请帕特・基辛格

ISSCC 2025，英特尔打出AI时代创新“组合拳”

决定NVDA未来的可能是中国市场，然而风险愈发增大

Intel前CEO痛批公司董事会！建议重新聘请基辛格

英特尔俄亥俄州晶圆厂延期：一期工程最快2030年完工

英伟达RISC-V，去年出货10亿颗

半导体行业观察

AMD RX 9070系列显卡：Navi 48芯片全面解析与竞争优势

ZOL中关村在线

英特尔再度推迟280亿美元芯片厂建设，恐动摇市场信心

华尔街恐慌

台积电收购英特尔，绝无可能?

半导体行业观察

再次推迟！英特尔晶圆厂爆雷

英特尔“千亿美元”芯片工厂再度延期，投产至少等到2031年

预计耗资1000亿美元！英特尔印度裔高管宣布"硅谷之心"推迟5年！

英特尔再度推迟“千亿美元”芯片工厂的建设！投产起码再等5年

东方财富网

AMD RDNA 4 架构，深度解析

半导体行业观察

英特尔280亿美元晶圆厂，再度延期

半导体行业观察

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帕特基辛格的带领下英特尔恢复了先进制程的竞争力，不过英特尔仍需在代工生态支持、芯片设计方面持续改善。在巴雷特的眼中，拆分将使得英特尔失去成功所需的动力和资源，削弱其竞争力。巴雷特的建议是解雇英特尔董事会，重新聘请帕特基辛格来“完成他在过去几年中妥善处理的工作”。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://tech.ifeng.com/c/8hQKNiDVCxw","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"executive","news_rank":0,"length":0,"strategy_id":0,"source":"fenghuang_stock","symbols":["BK4512","BK4554","BK4535","BK4588","BK4543","BK4527","BK4533","BK4529","LU0321505439.SGD","BK4141","BK4515","BK4575","LU0081259029.USD","BK4585","LU0321505868.SGD","BK4579","BK4605","BK4534","BK4602","BK4550","INTC"],"gpt_icon":1},{"id":"2516501805","title":"ISSCC 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09:18","pubTimestamp":1740964716,"startTime":"0","endTime":"0","summary":"英特尔最初计划在 2025 年完成其俄亥俄州晶圆厂的一期工程。现在，英特尔公司认为，它只需要在 2030 年及以后才需要在俄亥俄州的晶圆厂。去年10月，英特尔俄亥俄州副总裁 Jim Evers 接受媒体采访时表示，当时建造一期工程的相关基础设施已投入超过 500 万工时，地基及地下室现已完工，团队随后将把重点转移到建造主要楼层上。英特尔俄亥俄州晶圆厂工程的持续推迟表明，英特尔预计对其产能的需求不会很快飙升，这可能是一个不太乐观的情况。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250303181008a25ced76&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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RX 9070系列显卡：Navi 48芯片全面解析与竞争优势","url":"https://stock-news.laohu8.com/highlight/detail?id=2516529309","media":"ZOL中关村在线","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2516529309?lang=zh_cn&edition=fundamental","pubTime":"2025-03-03 08:48","pubTimestamp":1740962898,"startTime":"0","endTime":"0","summary":"3月初，AMD发布了RX 9070系列显卡，经过对其芯片晶体管数量和面积的深入研究，并与竞争对手的产品进行对比后，我们发现AMD此次表现相当出色。RX 9070系列搭载的是Navi 48芯片，官方数据显示其面积为357平方毫米，比此前网络上预测的390平方毫米小了不少。如果RX 9070 XT能够提供一批4999元的原价产品，并将主力价格控制在6000元左右，那么它极有可能对RTX 5070 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06:56","pubTimestamp":1740956160,"startTime":"0","endTime":"0","summary":"来源：环球时报 美国半导体巨头英特尔近日宣布，其斥资280亿美元在俄亥俄州建设的尖端芯片制造基地将延期5年投产。自2022年初高调宣布投资280亿美元建设俄亥俄州芯片产业园以来，英特尔持续面临挑战。国际评级机构标普警告，若英特尔在未来两年无法实现芯片制造技术的突破，可能面临拆分风险。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://finance.sina.com.cn/jjxw/2025-03-03/doc-ineniqhu1044378.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":"英特尔再度推迟280亿美元芯片厂建设，恐动摇市场信心","news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"sina","symbols":["BK4585","BK4529","BK4535","BK4543","BK4512","INTC","BK4575","BK4602","BK4527","BK4515","BK4533","BK4550","BK4605","BK4588","LU0321505439.SGD","BK4534","BK4579","LU0081259029.USD","LU0321505868.SGD","BK4554","159813","BK4141"],"gpt_icon":1},{"id":"2516743599","title":"华尔街恐慌","url":"https://stock-news.laohu8.com/highlight/detail?id=2516743599","media":"市场资讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2516743599?lang=zh_cn&edition=fundamental","pubTime":"2025-03-02 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架构，深度解析","url":"https://stock-news.laohu8.com/highlight/detail?id=2516958146","media":"半导体行业观察","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2516958146?lang=zh_cn&edition=fundamental","pubTime":"2025-03-01 09:11","pubTimestamp":1740791474,"startTime":"0","endTime":"0","summary":"如果您希望可以时常见面，欢迎标星收藏哦~来源：内容编译自wccftech，谢谢。AMD 终于公布了其下一代 RDNA 4 GPU 架构的完整架构细节，该架构是专为 Radeon RX 9000 系列构建的。自上一代RDNA 3 及其升级版 RDNA 3.5推出以来，AMD 的 RDNA 4 架构一直备受期待。平均而言，得益于 8 宽设计，RDNA 4 可将内存要求降低至 RDNA 3 的 60% 以下。看起来 AMD 也采用了这种方法，并采用自己的神经超级采样和去噪技术来实现 RDNA 4 的路径追踪功能。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202503010926129896fb5c&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, 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09:04","pubTimestamp":1740791099,"startTime":"0","endTime":"0","summary":"英特尔最初计划在 2025 年完成其俄亥俄州工厂的第一期工程。生产设备的投资是半导体制造设施中最重要的投资，因此通过推迟生产设备投资，英特尔大幅削减了 2025 年至 2028 年期间的资本支出。英特尔此前估计，全面开发该园区需要投资约 1,000 亿美元。首轮投资定为约 280 亿美元。据英特尔称，自开工以来，该工厂已接受 36 次超载，其中包括 4 次超大型超载，其中包含晶圆厂的空气分离装置。据推测，英特尔正在培训员工安装生产工具和其他机器。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250301091503abe16ca6&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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