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分析师:英特尔公司 Panther Lake芯片面临生产良率挑战
然而,根据郭明錤的行业调研显示,Panther Lake在2025年初的生产良率仍不足20-30%,表明还有很大的提升空间。这种低良率可能会影响英特尔公司在下半年实现芯片量产的目标。 除了生产技术外,郭明錤指出,组织架构、供应链管理和企业文化是IFS在争取外部客户订单时面临的主要挑战。这些因素也被认为是台积电的独特竞争优势。
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