Intel Foundry

51 atoms · 跨 26 天 · 首见 2026-04-17 · 最近 2026-07-02

三色: 🟦 fact 33 · 🟥 take 18 · stance ▲29/▼3/◆14

叙事状态: 🍂 fading (退潮) · 💤 沉寂 · 策展近14d 0 atom · 🐦 X 近14d 3

状态只算低频策展源 (群/卖方); X firehose 仅作背景音量

来源: X 51

时态: fresh:46 · aging:5

标签: 好观点:23 · 好信源:21 · 好思考:5 · 好数字:4 · 好问题:1

🟨 AI 综合 · junior analyst 概览

🧭 拥挤度 (一人一票): ▲ 9 位作者 (KOL9) vs ▼ 3 位作者 (KOL3)

⚖️ 多头 9/9 来自KOL

📄 广泛报道的事实 · 1 个

💢 核心分歧 (3 轴)

1. 客户背书 vs 规模瓶颈

*topic: 合作客户/供给产能/订单需求 · 10 bull vs 1 bear*

🟢 bullish 侧:

• <a id="atom-ab1e81d9afdda291"></a>2026-05-05 X·@Alex_Intel_ · 得到苹果深度合作和资源投入 · 合作客户/资源投入 +同日1条
  Apple has spent a lot of resources on Intel since last year
  tags: 好观点 · → daily
• <a id="atom-ba4f4f402864e6ad"></a>2026-05-11 X·@imnotharsh · 接到MediaTek封装晶圆订单 · 订单需求
  Back in February, MediaTek was reported to place a major order of packaging wafers with Intel Foundry for $GOOGL TPU v8e.
  tags: 好信源 · → daily
  value: qty=major order · date=2026-02
  📷 原图
• <a id="atom-26f3d83377455f53"></a>2026-05-19 X·@DanielNenni · 持续有更多客户排队使用其先进封装和工艺技术 · 订单需求
  continues to see more customers line up for its advanced packaging and process technologies
  tags: 好思考 · → daily
• <a id="atom-7d78627c890c57b4"></a>2026-05-22 X·@Intel_Foundry · EMIB architecture · 技术路线/供给产能
  Intel Foundry’s EMIB architecture can help improve scalability, yield, and cost efficiency for large AI packages
  tags: 好思考 · → daily
• <a id="atom-4f87982dbd3152b9"></a>2026-05-25 X·@tuolaji2024 · 转型为全球首个玻璃基板大规模量产基地 · 技术路线/供给产能
  彻底告别铜互连，英特尔代工业务（Intel Foundry）正在将其位于美国新墨西哥州的里奥兰乔工厂转型为全球首个玻璃基板大规模量产基地！
  tags: 好信源 · → daily
  value: qty=全球首个 · location=美国新墨西哥州里奥兰乔工厂

🔴 bearish 侧:

• <a id="atom-24e94930c4e2a1ef"></a>2026-06-25 X·@dnystedt ⭐ · 3nm production · 供给产能
  How are Intel Foundry and Samsung Foundry not selling out their 3nm production? Huge bottleneck.
  tags: 好问题·好思考 · → daily
  value: qty=not selling out · date=当前
  📷 原图

2. 技术领先 vs 生存能力质疑

*topic: 技术路线/竞争格局 · 7 bull vs 1 bear*

🟢 bullish 侧:

• <a id="atom-b8fbdd6f82d20e2f"></a>2026-05-26 X·@DanielNenni · 玻璃基板量产竞争地位 · 技术路线
  #Intel Foundry is leading the race towards Glass Substrates with its Rio Rancho facility, aiming to become the world's first to initiate mass production.
  tags: 好观点 · → daily
  value: direction=leading
• <a id="atom-c3fd4389e37a0a55"></a>2026-06-03 X·@Intel_Foundry · 推进下一代AI和HPC系统封装技术 · 技术路线/产品发布
  Intel Foundry is advancing the packaging technologies that will power the next generation of AI and HPC systems.
  tags: 好观点 · → daily
  📷 原图
• <a id="atom-53a966ff9446591d"></a>2026-06-10 X·@intel · 与Cadence以AI驱动设计结合14A技术合作 · 技术路线
  _Proud to expand our collaboration with @Cadence to combine AI-driven design with @Intel_Foundry 14A tech. Excited to push the next wave of innovation together!_
  tags: 好观点 · → daily
• <a id="atom-91ab807d89861e96"></a>2026-06-16 X·@Intel_Foundry · 18A-P 技术展示 · 技术路线/产品发布
  At #VLSI2026, Intel Foundry showcased innovations powering the future—from Intel 18A-P advancements like Power Boost and backside power delivery to next-generation technologies.
  tags: 好信源 · → daily
  value: date=2026-06-16
  📷 原图
• <a id="atom-4455632c601673d1"></a>2026-06-16 X·@DanielNenni · 管理层表态 · 技术路线/管理层表态
  Our updates and presentations at VLSI signal to Intel Foundry customers and partners that we are fully committed to leading edge process innovation over the long term
  tags: 好信源 · → daily
  value: date=2026-06-16

🔴 bearish 侧:

• <a id="atom-6f9a11da82256af9"></a>2026-05-05 X·@JohnDoe19643452 [老化中] · 未来生存能力变化 · 技术路线
  The future viability of that foundry changed materially if the repeated headlines are to be believed
  tags: 好观点 · → daily

3. 产能利用率攀升 vs 高端制程销售瓶颈

*topic: 产能利用率/供给产能/竞争格局 · 6 bull vs 1 bear*

🟢 bullish 侧:

• <a id="atom-b94ea9bb18629c2e"></a>2026-05-08 X·@Alex_Intel_ · 产能利用目标 · 供给产能/资本开支
  the US government wants Intel Foundry to be fully loaded and Ohio site to be expanded
  tags: 好观点 · → daily
• <a id="atom-bd39fe7e27286a3e"></a>2026-05-09 X·@IntelProMUltra · M7 芯片提供高容量晶圆以提升利用率 · 产能利用率/出货量
  M7 gives Intel Foundry high-volume wafers to ramp utilization, accelerate yield curves, and improve fab economics
  tags: 好观点 · → daily
  📷 原图
• <a id="atom-18445fddbe2972b6"></a>2026-06-01 X·@mzuhair123 · EMIB 及 18A-P/T 定位为数十亿美元外部特许经营业务 · 竞争格局/资本开支
  Intel Foundry's EMIB plus 18A-P/T is positioned as a multi-billion-dollar external franchise into 2028.
  tags: 好观点 · → daily
  value: qty=multi-billion-dollar · date=2028
• <a id="atom-03b09d0cea20c631"></a>2026-06-08 X·@PatrickMoorhead · 反对拆分 · 竞争格局
  I've supported Intel Foundry and was always against the split.
  tags: 好信源 · → daily
• <a id="atom-dd035f24a246a4a9"></a>2026-06-11 X·@PatrickMoorhead · perfectly capable of fab in an IO die wafer that melds well with TSMC packaging · 供给产能/技术路线
  Samsung and Intel are both perfectly capable of fab in an IO die wafer that melds well with TSMC packaging.
  tags: 好观点 · → daily

🔴 bearish 侧:

• <a id="atom-85e713232a404e78"></a>2026-05-08 X·@Alex_Intel_ [老化中] · 规模影响估值 · 竞争格局/估值
  It lowers the multiple because the monopoly gets breached if Intel Foundry gets scale due to USG pressure
  tags: 好思考 · → daily

🔗 因果传导 (causal map)

*Intel Foundry 在产业链上的传导关系. 边是群里/卖方陈述的因果 (非 AI 推断), 数字 = 几条 atom 支撑. 点 atom 溯源.*

↑ 上游·近期陈述 (1)

• 🟢 Apple · 订单转移 · 1 次陈述
  Apple's M-series on Intel Foundry as a potential catalyst

🟦 客观事实 (facts) (30)

• <a id="atom-adb74ff5db403a5a"></a>🟦 2026-04-24 X·@trendforce · 季度营收 · 营收
  Intel Foundry reported quarterly revenue of $5.4B
  tags: 好数字 · → daily
  value: qty=$5.4B · date=1Q26
  [图: Intel Q1 FY26 财务业绩数据图表，展示了季度营收、毛利率、各平台业务同比增速及资本支出（Capex）变化趋势 — 1Q26营收: 13.6B; 营收同比增速(YOY): 7.2%; 1Q26毛利率: 41%; DCAI平台同比增速: 22%; 1Q26资本支出(Capex): 5.0B]
  📷 原图
• <a id="atom-229d958d917558e6"></a>🟦 2026-04-24 X·@trendforce · 季度营收同比增速 · 营收
  up 16% YoY
  tags: 好数字 · → daily
  value: qty=16% · date=1Q26
  [图: Intel Q1 FY26 财务业绩数据图表，展示了季度营收、毛利率、各平台业务同比增速及资本支出（Capex）变化趋势 — 1Q26营收: 13.6B; 营收同比增速(YOY): 7.2%; 1Q26毛利率: 41%; DCAI平台同比增速: 22%; 1Q26资本支出(Capex): 5.0B]
  📷 原图
• <a id="atom-78e5587e53f2169b"></a>🟦 2026-06-19 X·@semidoped · 任命Seok-Hee Lee为EVP · 人事变动
  Intel names Seok-Hee Lee foundry EVP
  tags: 好信源 · → daily
• <a id="atom-f3e93cdcf50f9f58"></a>🟦 2026-06-19 X·@semidoped · Seok-Hee Lee汇报对象 · 人事变动
  reporting directly to CEO Lip-Bu Tan
  tags: 好信源 · → daily
  value: direction=reporting to CEO Lip-Bu Tan
• <a id="atom-1361726c7b12955c"></a>🟦 2026-06-19 X·@semidoped · Seok-Hee Lee职责 · 技术路线
  Lee will oversee advanced packaging, system integration, and back-end technology development and manufacturing
  tags: 好信源 · → daily
  value: qty=oversee advanced packaging, system integration, back-end tech development and manufacturing
• <a id="atom-0b34d6f7bf2239ae"></a>🟦 2026-06-18 X·@intel · Navid Shahriari 退休 · 人事变动
  Navid Shahriari will retire after 37 years at Intel.
  tags: 好信源 · → daily
  value: date=2026-06-18
  📷 原图
• <a id="atom-d2c830ddc8e8e705"></a>🟦 2026-06-18 X·@intel · Naga Chandrasekaran 继续领导 front-end 技术开发 · 人事变动
  Naga Chandrasekaran will continue to lead front-end technology development, manufacturing, design enablement, and the end-to-end customer and business-facing functions that support foundry’s growth.
  tags: 好信源 · → daily
  📷 原图
• <a id="atom-47923686a89846ec"></a>🟦 2026-06-18 X·@Techmeme · appointed EVP · 人事变动
  Intel names former SK Hynix CEO Seok-Hee Lee as EVP of Intel Foundry; Naga Chandrasekaran will lead front-end technology development and front-end manufacturing
  tags: 好信源 · → daily
• <a id="atom-4455632c601673d1"></a>🟦 2026-06-16 X·@DanielNenni · 管理层表态 · 技术路线/管理层表态
  Our updates and presentations at VLSI signal to Intel Foundry customers and partners that we are fully committed to leading edge process innovation over the long term
  tags: 好信源 · → daily
  value: date=2026-06-16
• <a id="atom-0b3f6657153f20ae"></a>🟦 2026-06-08 X·@AIStockSavvy · 与Cadence合作 · 管理层表态/合作客户
  “Our expanded collaboration with Cadence reflects Intel Foundry’s continued focus on delivering on its technology roadmap and ecosystem on behalf of our customers,” said Naga Chandrasekaran
  tags: 好信源 · → daily
  value: qty=N/A · date=N/A
• <a id="atom-6094890555f51a84"></a>🟦 2026-05-26 X·@AIStockSavvy · Q1 2026 revenue · 营收
  Intel Foundry reported $5.4B revenue, with ~3% from external customers
  tags: 好数字 · → daily
  value: qty=$5.4B · date=Q1 2026
• <a id="atom-26f3d83377455f53"></a>🟦 2026-05-19 X·@DanielNenni · 持续有更多客户排队使用其先进封装和工艺技术 · 订单需求
  continues to see more customers line up for its advanced packaging and process technologies
  tags: 好思考 · → daily
• <a id="atom-babbdb76ab432a82"></a>🟦 2026-06-19 X·@semidoped · 获苹果客户背书 · 合作客户
  Apple's commitment marks the most prominent customer endorsement to date for Intel's struggling foundry business
  tags: 好观点 · → daily
• <a id="atom-ac89b34a5679495e"></a>🟦 2026-06-19 X·@semidoped · appointed Seok-Hee Lee as EVP · 人事变动
  Intel appointed Seok-Hee Lee as executive vice president of Intel Foundry, reporting directly to CEO Lip-Bu Tan
  tags: 好信源 · → daily
• <a id="atom-3634aebe939d70ef"></a>🟦 2026-06-19 X·@semidoped · system-level innovation strengthening via packaging hire · 竞争格局
  Intel framed the hire as a move to strengthen system-level innovation across its foundry operations.
  tags: 好信源 · → daily
• <a id="atom-91ab807d89861e96"></a>🟦 2026-06-16 X·@Intel_Foundry · 18A-P 技术展示 · 技术路线/产品发布
  At #VLSI2026, Intel Foundry showcased innovations powering the future—from Intel 18A-P advancements like Power Boost and backside power delivery to next-generation technologies.
  tags: 好信源 · → daily
  value: date=2026-06-16
  📷 原图
• <a id="atom-b147977337a2f743"></a>🟦 2026-06-15 X·@chipestimate · 14A 制程合作 · 合作客户/技术路线
  Cadence Announces Collaboration with Intel Foundry to Accelerate Intel 14A Process Optimization for HPC and Mobile Designs
  tags: 好信源 · → daily
  📷 原图
• <a id="atom-b5c0ddc797295d8f"></a>🟦 2026-06-08 X·@PatrickMoorhead · 支持态度 · 管理层表态
  I've been supporting Intel Foundry since 2024.
  tags: 好信源 · → daily
• <a id="atom-03b09d0cea20c631"></a>🟦 2026-06-08 X·@PatrickMoorhead · 反对拆分 · 竞争格局
  I've supported Intel Foundry and was always against the split.
  tags: 好信源 · → daily
• <a id="atom-ce2ec4d5aeb9963a"></a>🟦 2026-05-26 X·@intel · EMIB-T 为最新封装技术进步 · 技术路线
  Intel Foundry’s packaging technology continues to progress, with EMIB-T serving as the newest advancement this year.
  tags: 好观点 · → daily
  value: date=2026
• <a id="atom-4f87982dbd3152b9"></a>🟦 2026-05-25 X·@tuolaji2024 · 转型为全球首个玻璃基板大规模量产基地 · 技术路线/供给产能
  彻底告别铜互连，英特尔代工业务（Intel Foundry）正在将其位于美国新墨西哥州的里奥兰乔工厂转型为全球首个玻璃基板大规模量产基地！
  tags: 好信源 · → daily
  value: qty=全球首个 · location=美国新墨西哥州里奥兰乔工厂
• <a id="atom-1baf73f2b877d7e5"></a>🟦 2026-05-19 X·@DanielNenni · CEO 称其为国宝 · 管理层表态
  #Intel CEO, Lip-Bu Tan, says that its Foundry Business is a National Treasure
  tags: 好观点 · → daily
• <a id="atom-ba4f4f402864e6ad"></a>🟦 2026-05-11 X·@imnotharsh · 接到MediaTek封装晶圆订单 · 订单需求
  Back in February, MediaTek was reported to place a major order of packaging wafers with Intel Foundry for $GOOGL TPU v8e.
  tags: 好信源 · → daily
  value: qty=major order · date=2026-02
  📷 原图
• <a id="atom-a4be7faf93a65196"></a>🟦 2026-05-11 X·@imnotharsh · 使用EMIB技术 · 技术路线
  The report noted the partnership will leverage Intel’s EMIB technology, for which MediaTek has prepaid.
  tags: 好信源 · → daily
  📷 原图
• <a id="atom-ab1e81d9afdda291"></a>🟦 2026-05-05 X·@Alex_Intel_ · 得到苹果深度合作和资源投入 · 合作客户/资源投入
  Apple has spent a lot of resources on Intel since last year
  tags: 好观点 · → daily
• <a id="atom-1ae00a598f0d40e9"></a>🟦 2026-04-18 X·@DanielNenni · 新增成员 Shawn Han 来自 Samsung Foundry · 人事变动
  Intel Foundry has welcomed its newest member, Shawn Han, from Samsung Foundry
  tags: 好信源 · → daily
  value: direction=来自 Samsung Foundry
• <a id="atom-5f32dcd2cacc2048"></a>🟦 2026-04-17 X·@SemiEngineering · 新任 SVP/GM · 人事变动
  new Intel Foundry SVP/GM
  tags: 好信源 · → daily
• <a id="atom-18445fddbe2972b6"></a>🟦 2026-06-01 X·@mzuhair123 · EMIB 及 18A-P/T 定位为数十亿美元外部特许经营业务 · 竞争格局/资本开支
  Intel Foundry's EMIB plus 18A-P/T is positioned as a multi-billion-dollar external franchise into 2028.
  tags: 好观点 · → daily
  value: qty=multi-billion-dollar · date=2028
• <a id="atom-d702a99f009618f0"></a>🟦 2026-06-01 X·@mzuhair123 · Q126 营收增长反映代工业务 momentum · 营收增长
  $INTC Q126 growth tells a lot about the foundry momentum
  tags: 好观点 · → daily
• <a id="atom-b6fab81065559d3b"></a>🟦 2026-05-12 X·@BenBajarin · 具备混合搭配晶圆/芯片的独特能力 · 产能稀缺
  Intel Foundry also being the only place you can mix and match wafers/tiles is another very strong differentiator
  tags: 好观点 · → daily
  value: direction=na

🟥 多头 takes (bullish) (11)

• <a id="atom-446ad0b4395b322f"></a>🟥 2026-06-01 X·@SemiAnalysis_ · EMIB 加 18A-P/T 预期 2028 年成为数十亿美元外部业务 · 营收
  Intel Foundry's EMIB plus 18A-P/T is positioned as a multi-billion-dollar external franchise into 2028
  tags: 好数字·好观点 · → daily
  value: date=2028
• <a id="atom-07b21c3ed9836800"></a>🟥 2026-05-05 X·@Alex_Intel_ [老化中] · 亏损状况将改善 · 盈利能力/业绩指引
  Looking at the foundry loses is pretty dumb when they are almost* neutral in 18 months.
  tags: 好观点·好思考 · → daily
  value: direction=neutral
• <a id="atom-53a966ff9446591d"></a>🟥 2026-06-10 X·@intel · 与Cadence以AI驱动设计结合14A技术合作 · 技术路线
  _Proud to expand our collaboration with @Cadence to combine AI-driven design with @Intel_Foundry 14A tech. Excited to push the next wave of innovation together!_
  tags: 好观点 · → daily
• <a id="atom-c3fd4389e37a0a55"></a>🟥 2026-06-03 X·@Intel_Foundry · 推进下一代AI和HPC系统封装技术 · 技术路线/产品发布
  Intel Foundry is advancing the packaging technologies that will power the next generation of AI and HPC systems.
  tags: 好观点 · → daily
  📷 原图
• <a id="atom-e365300ee75ba870"></a>🟥 2026-07-02 X·@AIStockSavvy · 被纳入HSBC估值 · 资本开支/竞争格局
  Analyst now includes Intel Foundry in valuation due to growing customer engagement
  tags: 好观点 · → daily
  📷 原图
• <a id="atom-7d78627c890c57b4"></a>🟥 2026-05-22 X·@Intel_Foundry · EMIB architecture · 技术路线/供给产能
  Intel Foundry’s EMIB architecture can help improve scalability, yield, and cost efficiency for large AI packages
  tags: 好思考 · → daily
• <a id="atom-639c697523b648c5"></a>🟥 2026-06-29 X·@CounterPointTR · potential catalyst from Apple M-series · 合作客户/产品发布
  with Apple's M-series on Intel Foundry as a potential catalyst
  tags: 好观点 · → daily
  📷 原图
• <a id="atom-dd035f24a246a4a9"></a>🟥 2026-06-11 X·@PatrickMoorhead · perfectly capable of fab in an IO die wafer that melds well with TSMC packaging · 供给产能/技术路线
  Samsung and Intel are both perfectly capable of fab in an IO die wafer that melds well with TSMC packaging.
  tags: 好观点 · → daily
• <a id="atom-b8fbdd6f82d20e2f"></a>🟥 2026-05-26 X·@DanielNenni · 玻璃基板量产竞争地位 · 技术路线
  #Intel Foundry is leading the race towards Glass Substrates with its Rio Rancho facility, aiming to become the world's first to initiate mass production.
  tags: 好观点 · → daily
  value: direction=leading
• <a id="atom-bd39fe7e27286a3e"></a>🟥 2026-05-09 X·@IntelProMUltra · M7 芯片提供高容量晶圆以提升利用率 · 产能利用率/出货量
  M7 gives Intel Foundry high-volume wafers to ramp utilization, accelerate yield curves, and improve fab economics
  tags: 好观点 · → daily
  📷 原图
• <a id="atom-3ac90db4a7947820"></a>🟥 2026-05-05 X·@Alex_Intel_ [老化中] · 大额订单预期 · 订单需求
  Intel's hinted at large volume deals in next 6-12 months.
  tags: 好观点 · → daily

🟥 空头 takes (bearish) (3)

• <a id="atom-24e94930c4e2a1ef"></a>🟥 2026-06-25 X·@dnystedt ⭐ · 3nm production · 供给产能
  How are Intel Foundry and Samsung Foundry not selling out their 3nm production? Huge bottleneck.
  tags: 好问题·好思考 · → daily
  value: qty=not selling out · date=当前
  📷 原图
• <a id="atom-85e713232a404e78"></a>🟥 2026-05-08 X·@Alex_Intel_ [老化中] · 规模影响估值 · 竞争格局/估值
  It lowers the multiple because the monopoly gets breached if Intel Foundry gets scale due to USG pressure
  tags: 好思考 · → daily
• <a id="atom-6f9a11da82256af9"></a>🟥 2026-05-05 X·@JohnDoe19643452 [老化中] · 未来生存能力变化 · 技术路线
  The future viability of that foundry changed materially if the repeated headlines are to be believed
  tags: 好观点 · → daily

🟥 中性 takes (neutral) (3)

• <a id="atom-336f1bd5afda5576"></a>🟥 2026-06-21 X·@NuttyCLD · 高管胜任力要求 · 管理层表态
  At that level it's judgment over hands-on depth: reading the big picture, making the right calls, getting the org to execute
  tags: 好观点 · → daily
• <a id="atom-bd571f2e8a31e345"></a>🟥 2026-06-20 X·@SVTrivo · 高管技术背景 · 管理层表态/竞争格局
  Seok-Hee Lee of Intel Foundry has strong memory background rather than foundry or advanced package tech domains
  tags: 好观点 · → daily
  value: direction=strong_memory_background
• <a id="atom-ba448aef2d2ad49b"></a>🟥 2026-05-08 X·@PatrickMoorhead [老化中] · MFN deal for first signer · 竞争格局
  If you sign with Intel Foundry first, you’ll likely get a MFN deal.
  tags: 好观点 · → daily

🟦 新闻流 (squawk · 3)

⏱ 时间轴 (近 20)

• 🟥 2026-07-02 · forecast · demand expectation · → daily
• 🟥 2026-07-02 · narrative · 被纳入HSBC估值 · → daily
• 🟥 2026-06-29 · forecast · potential catalyst from Apple M-series · → daily
• 🟥 2026-06-25 · narrative · 3nm production · → daily
• 🟥 2026-06-21 · narrative · 高管胜任力要求 · → daily
• 🟥 2026-06-20 · narrative · 高管技术背景 · → daily
• 🟦 2026-06-19 · fact · 获苹果客户背书 · → daily
• 🟦 2026-06-19 · fact · appointed Seok-Hee Lee as EVP · → daily
• 🟦 2026-06-19 · fact · system-level innovation strengthening via packaging hire · → daily
• 🟦 2026-06-19 · fact · 任命Seok-Hee Lee为EVP · → daily
• 🟦 2026-06-19 · fact · Seok-Hee Lee汇报对象 · → daily
• 🟦 2026-06-19 · fact · Seok-Hee Lee职责 · → daily
• 🟦 2026-06-18 · fact · 高管任命-运营连续性 · → daily
• 🟦 2026-06-18 · fact · 高管任命-强化领导团队 · → daily
• 🟦 2026-06-18 · fact · Navid Shahriari 退休 · → daily
• 🟦 2026-06-18 · fact · Naga Chandrasekaran 继续领导 front-end 技术开发 · → daily
• 🟦 2026-06-18 · fact · appointed EVP · → daily
• 🟦 2026-06-16 · fact · 18A-P 技术展示 · → daily
• 🟦 2026-06-16 · fact · 管理层表态 · → daily
• 🟦 2026-06-15 · fact · 14A 制程合作 · → daily

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