1.原文連結：
https://reurl.cc/Q7972q SA
https://reurl.cc/YWOWmX yahoo
2.原文內容：
New Intel CEO says company will handle 'majority' of product production; TSMC
shares fall
Earlier this month, reports suggested that Intel (NASDAQ:INTC) held advanced
talks with foundry TSMC (NYSE:TSM) about outsourcing production.
On the Q4 earnings call, incoming Intel CEO Pat Geisinger says he believes "a
majority" of the company's 2023 products will still be handled internally,
though it's "likely" outside foundries will be used more than in the past.
The company also declined to provide FY21 guidance at this time. Intel says
the forecast will come no later than the Q1 earnings call.
Intel also plans to provide more details about its 2023 product plans after
Geisinger formally takes the reins on February 15.
TSMC shares are down 1.6% after Geisinger's comments.
Earlier, Intel reported Q4 beats and upside Q1 guidance.
3.心得/評論：
原文是英文而且太長了
簡單來說就是牙膏廠認為2023的大部分產品都將在公司製造
(yahoo的新聞有說會外包"部分技術和產品")
主要產品大概是core i系列的主流CPU
外包的應該是晶片組、GPU、低階CPU
之前發文說牙膏不會大規模外包
現在看來真的是媒體吹過頭了
目前AMD漲
TSM跟INTC跌
今天開盤向?
https://www.ptt.cc/bbs/Stock/M.1611270557.A.8D8.html
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