高盛叫賣intel，文中提到台積電的優勢生態圈

sec2100

https://www.cnbc.com/2018/08/10/ ... s-chip-manufac.html

Intel's chip manufacturing technology issues are a big problem, according to Goldman Sachs.

The firm lowered its rating to sell from neutral for Intel shares, citing its repeated delays in moving to its next generation chip process technology.

"We see Intel's struggles with 10nm process technology having ramifications in terms of its competitive position - across a broad set of products," analyst Toshiya Hari said in a note to clients Friday. "While the 10nm push is well-publicized at this point, we believe Intel's manufacturing issues could potentially be deeper-rooted than what most think and could have a sustained impact on market share and/or spending levels as Intel competes with a growing/stronger TSMC eco-system."