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html, September 29, according to Taiwan media reports, Rosenblatt SECurities Securities analyst Mosesmann said in a report at the end of August that the bottleneck of Intel in the semiconductor process is not just the delay of the 10-nanometer node. In fact, it will take a lot of time to solve this problem, which will cause the disadvantage of Intel process to last for at least 5 years.In April this year, the Economist predicted that TSMC would become the world's most advanced chip manufacturer. In addition, financial media CNBC also quoted a report by Chris Caso, an analyst at financial company Raymond James, as saying that Intel's current backward situation may never catch up with its opponent.
According to Sina Technology, Chris Caso said in the report that Intel's biggest problem at present is the delay in the 10-nanometer process, so it is expected that Intel will not launch the 10-nanometer server processor in the next two years. This problem of delay in 10-nanometer process has also opened a window for competitors, and this window may never be closed.
Chris Caso emphasized that although Intel stagnates, its competitor TSMC does not. So when Intel is about to start producing 10nm process server processors, TSMC's production process has already continued to maintain its leading position in more advanced processes. The
report further emphasized that in terms of the new generation of semiconductor process technology, TSMC mass-produced a 7-nanometer process in 2018. Currently, Apple's A12 and Huawei HiSilicon Kirin 980 processors are both produced by TSMC's 7-nanometer process. In addition to mobile processors, the 7-nanometer process CPU and GPU of AMD will also use TSMC's 7-nanometer HPC high-performance process, and is expected to be mass-produced in 2019.
In contrast, Intel's 10-nanometer process, although it claims to be the same as TSMC's 7-nanometer process, will not be mass-produced until 2020. Moreover, Intel's subsequent 7-nanometer process investment is still unknown, but competitors TSMC and Samsung have successively planned 5-nanometer and 3-nanometer process development.
Among them, TSMC's 5nm process investment exceeds US$25 billion, and it is expected to be trial production in 2019 and mass production in 2020; while the 3nm process is planned to be investment of approximately US$20 billion, and the factory will be built in 2020, equipment installation will be completed in 2021, and mass production is expected to be from the end of 2022 to the beginning of 2023.
Therefore, although TSMC and Samsung still have some uncertainties in the 5nm and 3nm process technology, and the final mass production time may not be completed as expected, both manufacturers have disclosed the blueprint for the process development of the next two generations. In contrast, Intel has not yet announced any relevant information at the node after the 10-nanometer process, including the upgrade and expansion of fabs, which are still unknown, so it is unlikely that Intel will want to recover the decline in the future.
bad news list NO.2-NO.7
Facebook was sued for exposing user private information for security breaches
9th news, according to Bloomberg , Facebook was sued by users in , California, , claiming that due to its negligence, hackers invaded up to 50 million user accounts, exposing user personal information. The class action lawsuit was filed last Friday in federal court in northern California, hours after Facebook said in a statement that it had resolved the loophole. According to a lawsuit filed by a California woman and a Virginia man, “due to a vulnerability in Facebook’s code, hackers and other illegal users can take over user accounts and steal personal information for an annoying and illegal purpose.” The vulnerability exposed the user’s personal information. Previously, the Office of the British Information Commissioner (ICO) stated that it would ask Facebook and ICO's overseas peers whether any British citizens were affected. Facebook announced earlier Friday that the company had discovered a security issue where hackers could access information that could allow them to take over as many as 50 million accounts.
Citi lowered Tesla's stock rating to "sell", SEC investigation is risky
html September 29, affected by US Securities and Exchange Commission (SEC) suing Tesla CEO O Elon Musk (Elon Musk), Citigroup today lowered Tesla's stock rating to "sell". The SEC filed an indictment in the federal district court of the Southern District of New York on Thursday, accusing Tesla CEO Musk of alleged fraud. The SEC said that in the previous Tesla privatization incident, Musk issued a "false and misleading" statement and did not issue notices to regulators regarding major corporate incidents. The SEC seeks a court decision to rule that Musk violates U.S. securities regulations, thus prohibiting Musk from serving as an executive or director of a listed company. In response, Citigroup lowered Tesla's stock rating to "sell" today, saying that the SEC's lawsuit will bring additional risks to Tesla. Yahoo Finance data shows that before that, among the 23 analysts tracking Tesla stocks, one was given a "sell" rating, six were given a "weaker than the market" rating, eight were given a "hold" rating, four were given a "buy" rating, and four were given a "strong buy" rating.Apple supplier LG Display Company began laying off employees for the first time since its establishment
html on September 29, according to foreign media reports, a spokesperson for Apple supplier LG Display Company South Korea confirmed today that the company will start laying off employees for the first time since its establishment. However, it will take the form of voluntary retirement to lay off employees. LG Display Company plans to accept applications for voluntary retirement of production employees starting in October. The company's production department accounts for about 65% of the total number of employees. However, the company has not determined the target number of voluntary retirees. A spokesman for the company said it was preparing to cut employees through a voluntary retirement plan as it was preparing to shift from the LCD screen business to the OLED screen business that required less production personnel and began to implement automated production. A spokesperson for LG Display also added that the company will increase the proportion of R&D personnel and engineers, thereby increasing competitiveness.news said that the president of Oracle product development resigned and was incompatible with the executive chairman
html on September 29, according to reports from foreign media, Thomas Kurian, vice president of Oracle Industry Development, applied to resign from his senior executive position not long after he took a leave, and his resignation took effect immediately. He played a pivotal role in Oracle. According to the documents, he was looking for other opportunities after resigning, and chose to leave without new opportunities. Coupled with the previous news that he was incompatible with executive chairman Larry Ellison, the reliability of this statement deepened. The disagreement between the two sides is mainly whether Oracle should make more software suitable for running on cloud computing platforms of major competitors Amazon and Microsoft . According to Oracle, his job responsibilities have been re-delegated to other executives of the Oracle development team. Thomas Kurian has been working at Oracle for 22 years.Intel said that chip supply is sufficient, and AMD's stock price fell 5%
html September 29th news, according to CNBC, Intel assured investors this Friday that it can meet demand in chip manufacturing. Affected by this, AMD's stock price fell 5.22% on the closing day. Intel interim CEO Bob Swan said in an open letter on his official website that the company has enough chip supply to meet the full-year revenue outlook. At the same time, Swan also said that Intel's 10nm process has made progress and production capacity is improving, and is expected to be mass-produced in 2019. In addition, Intel's data center business grew 25% in June, and cloud computing revenue grew 43% in the first half of the year. IT Home learned that earlier this month, Morgan said Intel's processor chip supply would not meet demand, causing problems for PC sales this quarter. As of Friday's closing, AMD's stock price was $30.89, down 5.22%; Intel's stock price closed at $47.29, up 3.07%.is accused of contempt of court for refusing to monitor user voice calls FB, and the US government lost the case
html on September 29, two people familiar with the confidentiality ruling revealed that U.S. investigators failed to force Facebook to monitor voice calls on its Messenger in a recent court hearing.According to a report by Reuters last month, members of the federal and state joint special investigation team responsible for investigating international criminal gang MS-13 tried to accuse Facebook of contempt of court in August because the latter refused to enforce the eavesdropping order. The two sides then filed a debate during a confidential trial in the U.S. District Court in Fresno, California, people familiar with the matter said. A few weeks ago, 16 members of the suspected criminal gang were prosecuted here. However, in a confidential trial, the judge's judgment tends toward Facebook. But the specific details are unknown. A FBI agent said in an affidavit filed publicly in Fresno criminal proceedings that law enforcement agencies were unable to listen to any Messenger phone calls when arresting the suspect. (Li Changfeng/Titan Media Intern Editor)More exciting content, follow Titanium Media WeChat account (ID: taimeiti), or download Titanium Media Appp
