Product Attributes

AMD inotora Ceres

Kubatanidza uye kutora kune chinangwa uye kune zvinangwa zvakasiyana.Dzinogona kunge dziri dzetekinoroji yakakosha yekambani yakawanikwa, kuzadzisa kukanganisa kwekambani mune imwe nzvimbo yebhizinesi uye kumisa izwi rakasimba reindasitiri, kana kuwedzera bhizinesi kuyambuka miganhu uye nekumhanyisa kukurumidza kwebudiriro.

Kubatanidzwa uye kutora zvinhu zvagara zviri chinhu chakajairika mumabhizinesi epasi rose, nezviitiko zvakawanda zvehove huru dzinodya hove diki, nyoka dzinomedza nzou, uye kuvandudzwa kwemajoini.Mumakore maviri apfuura, kunyanya, zvinoita sekunge M&A yepasi rose yave kuwanda nekuda kwedenda, uye mamwe maindasitiri akadai semiconductors akaona mamwe madhiri makuru munhoroondo yavo.

Global semiconductor giant Intel yakapedza kutora kwayo Tower Semiconductor, kambani yeIsrael inogadzira semiconductors uye maseketi akasanganiswa emhando dzakasiyana dzekushandisa dzinosanganisira mota, zvigadzirwa zvevatengi, zvekurapa uye zvemaindasitiri.Semugadziri wepasirese semiconductor IDM mugadziri, danho reIntel rine chinangwa chekusimudzira kugona kwayo chip uye kusimbisa indasitiri izwi.

Hazvina tsaona kuti US semiconductor hofori Nvidia ne AMD vari kutsvagawo kuwedzera mitsara yavo yechigadzirwa kuburikidza neM&A kusvika.Nehurombo, kutora kwaNvidia kweBritish ARM kwakakundikana.AMD, kune rumwe rutivi, yakakwanisa kuisa muhomwe Ceres, rekodhi-saizi dhiri muindasitiri yechip, inokosha madhora zviuru makumi mashanu emadhora.

AMD yakavambwa muna 1969 uye yanga iri pamberi pezvigadzirwa zvesemiconductor kwemakumi emakore kuburikidza nekuenderera mberi kwekudyara mukuvandudza, sekureva kwekambani.Zvakakodzera kutaura kuti kwenguva yakareba, AMD yaive IDM mutengesi ane IC dhizaini, kugadzira wafer, uye kurongedza uye kuyedza kugona.

Nekudaro, sezvo iyo semiconductor indasitiri yakaenda kune segmentation uye nyanzvi, AMD yakaruka bhizinesi rayo rekugadzira mune iyi wave uye yakamisa Ge-core.Parizvino, Ge-musimboti ndiyo yechitatu yakakura kwazvo kuwanikwa pasirese, mushure meTSMC neUMC muTaiwan.Ehe, kunyangwe yakakwira chinzvimbo, Ge-core yakarukwa kubva ku AMD, saka iyo yekupedzisira haichaonekwe sechinyakare IDM mutengesi zvakare.

Muna 2021, AMD yakawana mari yegore rose yeUS $ 16.4 bhiriyoni, nemari yekushandisa yeUS $ 3.6 bhiriyoni uye mambure emari yeUS $ 3.2 bhiriyoni.Zvinoenderana neBrand Finance's 2022 "Pamusoro makumi maviri eGlobal Semiconductor Brands" chinzvimbo, AMD yakaiswa pachinzvimbo chechisere pasirese ine kukosha kweiyo US $ 6.053 bhiriyoni.

AMD kutora kweCeres kunozivikanwa zvakare muindasitiri yepasirese semiconductor.Yakavambwa muna 1984, Celeris akave mutengesi mukuru weFPGA wepasirese mushure memakore ebudiriro uye kuunganidza, uye maFPGA anowanzozivikanwa se "Field Programmable Gate Arrays".FPGA machipisi anozivikanwawo se "universal chips".

Mugore rezvemari 2020, Ceres akawana mari yeUS $ 3.148 bhiriyoni, iyo inoshandura kusvika kuRMB 20 bhiriyoni.Huwandu hwemari hwakadaro hwatokura kupfuura makambani mazhinji epamba semiconductor.

Sezvatotaurwa, M&A izere nechinangwa.Kubva pamaonero ekusimudzira indasitiri yepasirese semiconductor, chinangwa chekutorwa kwe AMD cheCeres chinogona kukamurwa kuita maviri makuru mazinga.

Danho rekutanga, kubva pakagadzwa TSMC muzana ramakore rapfuura, ndiyo semiconductor yakanangana nehunyanzvi, kupatsanura, kuumbwa kwekutanga kwenyika nenyika, matunhu nematunhu pakati peiyo semiconductor indasitiri cheni inopindirana pateni, muchidimbu, dunhu rinotarisira indasitiri kumusoro kwerwizi, dunhu rine basa rekugadzira wafer, dunhu rine basa rekurongedza uye kuyedza, nezvimwe.

Nekudaro, mumakore achangopfuura, kukanganiswa kwe "zvirango" zveUS kwakaita kuti nyika zhinji dzione kuti kana dzisina yakakwana uye inokwikwidza semiconductor indasitiri chain munyika dzadzo, budiriro yavo inomanikidzwa nyore nevamwe.Naizvozvo, tinogona kuona kuti Europe iri kusimbisa iyo semiconductor indasitiri cheni, iyo inoronga kuisa mari inodarika mabhiriyoni makumi mana nematatu emadhora kuti iwedzere dhizaini yayo yepamusoro chip, kugadzira, nekurongedza kugona, uye kuderedza kuvimba kwayo nemakambani eAmerica neAsia.

China yanga ichiwedzerawo kutungamira kwayo mumakore apfuura, nemari yakawanda inoyerera ichipinda muindasitiri yesemiconductor, iyo yakapa huwandu hukuru hwemakambani esemiconductor.Aya makambani haana kusimba uye ane zvishoma zvaanotaura munhandare yepasi rose, asi ane mukana weiyo yakazara maindasitiri cheni uye musika mukuru wepamba.

Japan neSouth Korea, kune yavo, vari zvakare nehana kusimudzira izwi ravo muindasitiri yesemiconductor.Semuyenzaniso, Japan inotarisira kukwezva vanogadzira wafer vakaita seTSMC kuvaka zvidyarwa munharaunda yayo kuburikidza nehurongwa hwekupa US $ 5.2 bhiriyoni murubatsiro kune vanogadzira chip.

Mumamiriro ezvinhu epasi rose, makambani esemiconductor anofanirwa kukurumidza kuwedzera simba rawo kuti asimbise izwi ravo muindasitiri uye kutsvaga mabhenefiti makuru mukutenderera.

Yechipiri nhanho inopindirana kune yekutanga, sezvo AMD iri imwe yepamusoro gumi semiconductor vagadziri munyika, asi hazvireve kuti haina kumanikidzwa.Iri pasi pekumanikidzirwa nguva dzose kubva kune vakwikwidzi vayo, uye kana ikakundikana kuenda mberi, ichazodonhedzwa pasi neyokupedzisira.Naizvozvo, kutora kwakakosha, uye izano rakanaka rekuzvisimbisa munguva pfupi.

Sei uchisarudza Xilinx?Zvinoenderana neshoko repamutemo re AMD, processor tekinoroji yayo inopindirana neCeres 'system machipisi uye FPGA machipisi.Ehezve, pane chimwe chikonzero chatinogona kuongorora zviri nyore, AMD ine tarisiro nezve tarisiro yebudiriro yeFPGA chips.

Iyo FPGA chip musika iri kuvimbisa, uye muna 2019, iyo yepasi rose FPGA musika saizi ingangoita mabhiriyoni manomwe emadhora, uye musika unoramba uchikura.Kunyangwe tarisiro yacho yakanaka, chikumbaridzo chakakwira zvakare, saka kupinda muchikamu chetrack, kutora iyo M&A yekutaura pasina mubvunzo ndiyo yakanakisa zano.

Imwe pfungwa ndeyekuti FPGA machipisi anoshandiswa zvakanyanya munhaurirano, mota, maindasitiri, aerospace, uye mamwe minda, uye semutungamiri mundima iyi, Ceres ane yakakura vatengi base mune ese maindasitiri aya.Izvi zvinoreva kuti kutora kwe AMD kweXilinx kunogona kukurumidza kupinda mumisika mitsva neyekupedzisira mutengi uye inotarisirwa kuunza mari itsva yekukura curve, inova muedzo mukuru uye pamwe chimwe chezvikonzero zvakakosha chakaikwezva kuti iwane Xilinx.

Kunyora kumagumo

Kutorwa kwe AMD kweCeres ikozvino chibvumirano chakaitwa, chiitiko ichi chinorevei?

Izvo zvakakosha kuti uzive kuti iyo M&A pakati pehofori dzeiyo semiconductor indasitiri inoratidza kuti indasitiri yepasi rose semiconductor ichaunza nguva nyowani yekugadzirisa, nemakambani makuru achitsvaga nzvimbo nyowani dzekukura kwebhizinesi pakati pekushushikana.Ini ndinotenda kuti zviitiko zveM&A zvichawedzera kuwanda, nehuwandu hwemakambani emusoro huchikura, uye makambani epakati-muchiuno angave achisarudza kuwanikwa, achizvikudza nekutora mamwe makambani kana kubviswa.