Bahlahlobisisi ba re ho lieha ho etsa tlhahiso ea Intel ho tla eketsa phaello ea TSMC

ADR e thathamisitsoeng ho USM ea TSMC e tsoetse pele ka Labohlano kamora hore Intel e lemose hore ts'ebetso ea eona e ncha ea tlhahiso ea chip e liehile hape. Bareki ba lumela hore litaba tsa Intel li ekelitse monyetla oa tlholisano oa TSMC. Ntle le moo, Intel e re e ka hlahisa likarolo tsa bohlokoa tsa tlhahiso, ho ka bolelang hore TSMC e lebelletsoe ho fumana khoebo e ncha.

Mohlahlobisisi oa Citi Roland Shu o ngotse: "Ka ho lieha ha theknoloji ea 7-nanometer, lekhalo pakeng tsa Intel le TSMC le eketsehile." Litaba li ile tsa bua ka "phetoho e kholo ho boetapele ba mahlale." Khoebo ea Intel ea CPU "e bonahala e le lerootho." Ho bonolo haholo ho etsa tlhahiso ea lisebelisoa tsa CPU ho li-foundie tse kang TSMC. "

Susquehanna Financial Group e ngotse: "Bonyane lilemong tse hlano tse tlang, monyetla oa Intel oa ho ts'oara kapa ho fetisa TSMC o batla o le zero, 'me o ka' na oa se ke oa ba teng."

ADR ea TSMC e nyolohetse 10,5%; Intel e oele 16%.