Core Viewpoint - Intel's new CEO, Pat Gelsinger, is focused on restructuring the company to ensure the success of its foundry business, amidst a challenging macroeconomic environment and significant internal changes [1][2][4]. Financial Performance - Intel's Q1 financial results exceeded market expectations, but the Q2 revenue forecast fell short, with expected revenue between $11.2 billion and $12.4 billion, averaging $11.8 billion, significantly lower than the analyst average of $12.9 billion [1]. - The company's stock price dropped by 5% following the Q2 earnings forecast [1]. Restructuring and Cost-Cutting - Intel plans to continue its cost-cutting measures, including a 20% workforce reduction, which could result in over 20,000 job cuts by the end of 2024, marking the largest organizational adjustment since its founding in 1968 [4][5]. - The new CEO aims to streamline operations and reduce complexity within the company, emphasizing a shift in management culture towards efficiency and effectiveness [2][10]. Foundry Business Strategy - Intel's foundry business is a critical focus, with plans to produce the Intel 18A (1.8nm) chips by the end of 2025, and the 14A (1.4nm) chips expected to be produced a year ahead of TSMC [1][14]. - The company has faced significant losses in its foundry business, with projected losses of $52 billion, $70 billion, and $134 billion over three years, leading to a total loss of $188 billion in 2024 [11][12]. Leadership and Market Position - The new CEO, Chen Liwu, is viewed as a key figure in revitalizing Intel, having a strong background in the semiconductor industry and a history of successful leadership in previous roles [7][8]. - Intel's market share in the foundry sector is currently minimal, with only 1% as of Q2 2023, compared to TSMC's 67% [11][12].

如果您希望可以时常见面，欢迎标星收藏哦~ 报道指出，台积电针对宝山与高雄厂2纳米订单分配也早有定案，宝山厂首批产能早已被苹果全数包 下，主攻苹果使用；高雄厂则用来支援非苹客户群。另外，也传出英特尔也将争取2纳米于今年内投 片，现在客户群排队已至2027年以后，等于2纳米尚未量产，就已获得超乎预期的市场需求。 从之前的报道可以看到，台积电2纳米（N2）采用第一代Nanosheet纳米片技术的环绕栅极晶体管 （ GAAFET ） 架 构 ； 相 较 N3E ， 在 相 同 功 耗 下 ， 速 度 增 加 10~15%； 而 在 相 同 速 度 下 ， 功 耗 降 低 25~30%，新品啊密度则相对增加15%以上 2纳米搭配NanoFlex技术，透过灵活的元件宽度调节，进行效能、功耗和面积的最大化（PPA）。短 单元可节省面积并提高能源效率，高单元则可提升效能，提高客户在设计组合上的灵活性，可提升 15%的速度，同时在面积与能源效率间取得最佳平衡。 2纳米将如期在2025年下半年进入量产。 在此之前，我们讨论了很多2nm，当中涵盖了各大厂商的技术布局，个人的时间进度，以及可 能潜在的市场颠覆力量。但现在，围绕着2n ...