分析师称英特尔Intel 18A制程进展积极，有望代工任天堂Switch 3游戏机GPU
IT之家 4月9日消息，参考外媒Wccftech、台媒Anue巨亨网两方面报道，美国投资银行KeyBanc Capital Markets的分析师John Vinh在报告中认为，英特尔的Intel 18A制程进展积极。
John Vinh表示Intel 18A在良率、缺陷密度等KPI关键指标上正朝着正确的方向前进，并处于可以接受的水平，有望如期在今年下半年用于Panther Lake处理器的CPU模块量产。
这位分析师还称其相信英特尔赢得了Intel 18A节点的任天堂Switch 3游戏机GPU代工订单。
IT之家注：
考虑到任天堂的设备迭代节奏，假设这笔传闻中的订单确实存在，实际为英特尔代工贡献营收也要等到2030年后，届时Intel 18A节点将相对成熟而平价。
在产品方面，报告指出英特尔正对其处理器采取积极的价格策略，以更低的定价同AMD争夺市场占有，但这对该企业今年的毛利率恢复有着负面效应。
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