因为intel投资20b在arizona建fab,intel盘后张,tsmc和amd盘后跌,所有semiconductor equipment company盘后都涨
my two cents: 前一阵intel 7nm process delay引起股价大跌,现在TSMC 5nm 都量产了,两年后intel新厂才开张,因为台积电这两年内他们领先的制程独领风骚,他们的equipment cost降下来了,台积电可以5nm chip使劲降价,intl估计好日子还是很难,除非能够在制程上超过tsmc,否则fab 生产这方面还是难以和台积电匹敌。我准备对TSMC还是逢低加仓