摩根士丹利：英特尔-代工战略的转变可能带来什么？

Context: Intel's foundry efforts have centered around the 18A process starting next year, but that may be changing. 18A is the 5th node in former CEO Pat Gelsinger's "5 nodes in 4 years" strategy, and was once projected to provide "unquestioned leadership" in process technology. Intel PC microprocessors on 18A (Panther lake) are scheduled for 2h of this year, with server product (Clearwater Forest) next year, and, potentially foundry customers later next year. " Unquestioned leadership" ambitions have been ...