Abahlalutyi bathi ukulibaziseka kwenkqubo entsha yokuveliswa kwe-Intel kuya kwandisa inzuzo ye-TSMC

I-ADR edweliswe kwi-TSRC i-USR inyuswe ngolwesiHlanu emva kokuba i-Intel ilumkisile ukuba inkqubo yayo entsha yokuvelisa i-chip ilibazisekile kwakhona. Abatyalomali bakholelwa ukuba iindaba ze-Intel zandise inzuzo yokhuphiswano lwe-TSMC. Ukongeza, i-Intel ithe ingakhupha izibonelelo ezibalulekileyo kwimveliso, oko kunokuthetha ukuba i-TSMC kulindeleke ukuba ifumane ishishini elitsha.

Umhlalutyi waseCiti uRoland Shu wabhala: "Ngokulibaziseka kwetekhnoloji ye-7-nanometer, umsantsa phakathi kwe-Intel ne-TSMC ubanzi." Iindaba zihanjisiwe "kutshintsho olukhulu kubunkokeli kubuchwephesha." Ishishini lokwenza i-Inteli ye-CPU "ibuthathaka." Inokwenzeka into yokuba ivelise i-CPU ngaphandle kwimveliso esekwe njenge-TSMC. "

Iqela lezezimali laseSusquehanna labhala: "Ubuncinci kule minyaka mihlanu izayo, ukubakho kwe-Intel ekubambeni okanye ukudlula kwi-TSMC kuphantse kube yi-zero, kwaye akunakuze kwenzeke."

I-ADR ye-TSMC inyuke i-10.5%; I-Intel yehle i-16%.