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2021-01-22

intel or tsmc?

Intel floats possibility of licensing deals but would TSMC and Samsung be interested?

2021-01-28

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@特斯拉TESLA:特斯拉2020年度財報發佈

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tsmc?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/310891077","repostId":"2105468557","repostType":4,"isVote":1,"tweetType":1,"viewCount":87,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3527667803686145","authorId":"3527667803686145","name":"社区成长助手","avatar":"https://static.tigerbbs.com/2b7c7106b5c0c8b0037faa67439d898f","crmLevel":1,"crmLevelSwitch":0,"idStr":"3527667803686145","authorIdStr":"3527667803686145"},"content":"Finally, when you first post [compare heart] [compare heart] post, you can get more exposure by related stocks or related topics. If you want to create high-quality articles, please checkGuidelines for Tiger Community Creation","text":"Finally, when you first post [compare heart] [compare heart] post, you can get more exposure by related stocks or related topics. If you want to create high-quality articles, please checkGuidelines for Tiger Community Creation","html":"Finally, when you first post [compare heart] [compare heart] post, you can get more exposure by related stocks or related topics. 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The company said, however, on Thursday that while it plans to increase its use of outside factories, the majority of its 2023 products would be made internally.</p>\n<p>But licensing technology could help Intel avoid major investments in rivals' factories that outsourcing deals would likely entail.</p>\n<p>\"Broadly speaking, that may mean sharing technologies that we have that they could use or leveraging technologies that others have developed that we can use as well,\" outgoing Chief Executive Bob Swan told an earnings call.</p>\n<p>That said, questions remain over how much a licensing deal would cost and whether a rival firm would even be interested.</p>\n<p>Intel did not name companies it might license from but TSMC and Samsung are its only competitors for high-end chips.</p>\n<p>\"It seems a little weird to me that TSMC would give away to the keys to the kindgom unless there's a sizeable payment that went with it,\" said Stacy Rasgon, an analyst with Bernstein.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; 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The company said, however, on Thursday that while it plans to increase its use of outside factories, the majority of its 2023 products would be made internally.</p>\n<p>But licensing technology could help Intel avoid major investments in rivals' factories that outsourcing deals would likely entail.</p>\n<p>\"Broadly speaking, that may mean sharing technologies that we have that they could use or leveraging technologies that others have developed that we can use as well,\" outgoing Chief Executive Bob Swan told an earnings call.</p>\n<p>That said, questions remain over how much a licensing deal would cost and whether a rival firm would even be interested.</p>\n<p>Intel did not name companies it might license from but TSMC and Samsung are its only competitors for high-end chips.</p>\n<p>\"It seems a little weird to me that TSMC would give away to the keys to the kindgom unless there's a sizeable payment that went with it,\" said Stacy Rasgon, an analyst with Bernstein.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SMSD.UK":"三星电子","SSNLF":"三星电子","TSM":"台积电","INTC":"英特尔"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2105468557","content_text":"Jan 21 (Reuters) - Intel Corp executives have raised the possibility of licensing chipmaking technology from outside firms, a move that could see it exchanging manufacturing secrets with rival Taiwan Semiconductor Manufacturing Co Ltd (TSMC) or Samsung Electronics Co Ltd .\nIntel is one of the few remaining semiconductor firms that both designs and manufactures its own chips, but the business model has come into question in recent years as the company lost its manufacturing lead to the Taiwanese and Korean companies.\nOne option urged by some investors would be to outsource manufacturing. The company said, however, on Thursday that while it plans to increase its use of outside factories, the majority of its 2023 products would be made internally.\nBut licensing technology could help Intel avoid major investments in rivals' factories that outsourcing deals would likely entail.\n\"Broadly speaking, that may mean sharing technologies that we have that they could use or leveraging technologies that others have developed that we can use as well,\" outgoing Chief Executive Bob Swan told an earnings call.\nThat said, questions remain over how much a licensing deal would cost and whether a rival firm would even be interested.\nIntel did not name companies it might license from but TSMC and Samsung are its only competitors for high-end chips.\n\"It seems a little weird to me that TSMC would give away to the keys to the kindgom unless there's a sizeable payment that went with it,\" said Stacy Rasgon, an analyst with Bernstein.","news_type":1},"isVote":1,"tweetType":1,"viewCount":87,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3527667803686145","authorId":"3527667803686145","name":"社区成长助手","avatar":"https://static.tigerbbs.com/2b7c7106b5c0c8b0037faa67439d898f","crmLevel":1,"crmLevelSwitch":0,"idStr":"3527667803686145","authorIdStr":"3527667803686145"},"content":"Finally, when you first post [compare heart] [compare heart] post, you can get more exposure by related stocks or related topics. If you want to create high-quality articles, please checkGuidelines for Tiger Community Creation","text":"Finally, when you first post [compare heart] [compare heart] post, you can get more exposure by related stocks or related topics. If you want to create high-quality articles, please checkGuidelines for Tiger Community Creation","html":"Finally, when you first post [compare heart] [compare heart] post, you can get more exposure by related stocks or related topics. If you want to create high-quality articles, please checkGuidelines for Tiger Community Creation"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":318094148,"gmtCreate":1611835561084,"gmtModify":1704864158731,"author":{"id":"3555390408398559","authorId":"3555390408398559","name":"bananasiong","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3555390408398559","authorIdStr":"3555390408398559"},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/318094148","repostId":"311409419","repostType":1,"repost":{"id":311409419,"gmtCreate":1611822578831,"gmtModify":1734674926487,"author":{"id":"3562909664933798","authorId":"3562909664933798","name":"特斯拉TESLA","avatar":"https://static.tigerbbs.com/2a10a299123b86d5a56448aaa04336b4","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3562909664933798","authorIdStr":"3562909664933798"},"themes":[],"title":"特斯拉2020年度財報發佈","htmlText":"這一年，註定不凡，我們實現了幾個「小目標」：全年盈利、年產量超過50萬輛、超級充電樁數量超過2萬樁。並且，隨着上海超級工廠進一步提升全新&nbsp;Model 3和中國製造Model Y的產能，對特斯拉而言，走過至爲關鍵的2020年，2021年亦更加重要，特斯拉持續全力以赴，加速世界向可持續能源的轉變。 點擊「特斯拉TESLA」頭像賬號跳轉至主頁面，於展位區選擇心儀的車型感受特斯拉驚喜試駕體驗吧！","listText":"這一年，註定不凡，我們實現了幾個「小目標」：全年盈利、年產量超過50萬輛、超級充電樁數量超過2萬樁。並且，隨着上海超級工廠進一步提升全新&nbsp;Model 3和中國製造Model Y的產能，對特斯拉而言，走過至爲關鍵的2020年，2021年亦更加重要，特斯拉持續全力以赴，加速世界向可持續能源的轉變。 點擊「特斯拉TESLA」頭像賬號跳轉至主頁面，於展位區選擇心儀的車型感受特斯拉驚喜試駕體驗吧！","text":"這一年，註定不凡，我們實現了幾個「小目標」：全年盈利、年產量超過50萬輛、超級充電樁數量超過2萬樁。並且，隨着上海超級工廠進一步提升全新 Model 3和中國製造Model Y的產能，對特斯拉而言，走過至爲關鍵的2020年，2021年亦更加重要，特斯拉持續全力以赴，加速世界向可持續能源的轉變。 點擊「特斯拉TESLA」頭像賬號跳轉至主頁面，於展位區選擇心儀的車型感受特斯拉驚喜試駕體驗吧！","images":[{"img":"https://static.tigerbbs.com/1eafc4744d4ff2c99a90c96e55cc6ef4","width":"688","height":"10004"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/311409419","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":49,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}