Manufacturing stumbles have cost it business. AMD, its most direct rival, outsources production to Taiwan Semiconductor Manufacturing Company (TSMC), whose technology is now ahead of Intel's. That means AMD's chips are generally faster, and consume less power; its market share has more than doubled since 2019.
芯片制造上的挫败使英特尔伤到元气。其最直接的竞争对手AMD将生产外包给台积电(TSMC),而后者的技术目前领先于英特尔。这意味着AMD公司的芯片速度普遍更快,功耗更低;自2019年以来,AMD的市场份额翻了一番多。
A second challenge is the industry’s growing specialisation—a problem for Intel’s traditional forte of general-purpose chips, especially if desktop pcs continue to stagnate. Technology giants, flush with cash and keen to extract every drop of performance for their specific purposes, increasingly design their own semiconductors. In 2020 Apple said it would drop Intel from its laptops and desktops in favour of custom-designed chips. Amazon is rolling out its “Graviton” cloud-computing processors, also designed in-house and made by TSMC. Microsoft, whose cloud business is second only to Amazon’s, is rumoured to be working on something similar.
英特尔面临的第二个挑战是芯片制造行业逐渐走向定制化,这是英特尔通用芯片(英特尔的传统王牌产品)所面临的问题,尤其是在台式电脑继续停滞不前的情况下。科技巨头们资金充裕,热衷于为自己的特定需求而榨取全部性能,进而不断更新自家的半导体设计。2020年,苹果表示将放弃在其笔记本电脑和台式机上使用英特尔芯片,转而采用定制设计的芯片。亚马逊正在推出其“Graviton”云计算处理器,该处理器也经由台积电(TSMC)自主设计和制造。云计算业务仅次于亚马逊的微软据传也在进行类似的工作。
芯片制造上的挫败使英特尔伤到元气。其最直接的竞争对手AMD将生产外包给台积电(TSMC),而后者的技术目前领先于英特尔。这意味着AMD公司的芯片速度普遍更快,功耗更低;自2019年以来,AMD的市场份额翻了一番多。
A second challenge is the industry’s growing specialisation—a problem for Intel’s traditional forte of general-purpose chips, especially if desktop pcs continue to stagnate. Technology giants, flush with cash and keen to extract every drop of performance for their specific purposes, increasingly design their own semiconductors. In 2020 Apple said it would drop Intel from its laptops and desktops in favour of custom-designed chips. Amazon is rolling out its “Graviton” cloud-computing processors, also designed in-house and made by TSMC. Microsoft, whose cloud business is second only to Amazon’s, is rumoured to be working on something similar.
英特尔面临的第二个挑战是芯片制造行业逐渐走向定制化,这是英特尔通用芯片(英特尔的传统王牌产品)所面临的问题,尤其是在台式电脑继续停滞不前的情况下。科技巨头们资金充裕,热衷于为自己的特定需求而榨取全部性能,进而不断更新自家的半导体设计。2020年,苹果表示将放弃在其笔记本电脑和台式机上使用英特尔芯片,转而采用定制设计的芯片。亚马逊正在推出其“Graviton”云计算处理器,该处理器也经由台积电(TSMC)自主设计和制造。云计算业务仅次于亚马逊的微软据传也在进行类似的工作。