Huahana Huahana

Lawe ʻo AMD iā Ceres

ʻO ka hui ʻana a me ka loaʻa ʻana he kumu a loaʻa nā kumu like ʻole.No ka ʻenehana koʻikoʻi o ka ʻoihana i loaʻa, e hoʻokō i nā hemahema o ka hui ma kekahi wahi ʻoihana a e hoʻokumu i kahi leo ʻoihana ikaika, a i ʻole e hoʻonui i ka ʻoihana ma nā palena a e hoʻolōʻihi i ka wikiwiki o ka hoʻomohala ʻana.

He mea maʻamau ka hui ʻana a me ka loaʻa ʻana i nā pōʻai ʻoihana honua, me ka nui o nā hihia o ka iʻa nui e ʻai ana i nā iʻa liʻiliʻi, nā nahesa e ʻai ana i nā ʻelepani, a me nā hoʻomohala hui.I nā makahiki ʻelua i hala iho nei, ʻoi aku ka nui o ka M&A o ka honua ma muli o ka maʻi ahulau, a ua ʻike kekahi mau ʻoihana e like me nā semiconductor i kekahi o nā makana nui loa i kā lākou mōʻaukala.

Ua hoʻopau ʻo Intel i kāna loaʻa ʻana o Tower Semiconductor, kahi hui i hoʻokumu ʻia e ka ʻIseraʻela e hana ana i nā semiconductor a me nā kaapuni i hoʻohui ʻia no nā ʻano noi like ʻole me ka automotive, nā mea kūʻai aku, nā lāʻau lapaʻau a me nā lako hana.Ma ke ʻano he mea hana semiconductor IDM poʻokela o ka honua, manaʻo ka neʻe ʻana o Intel e hoʻonui i kāna mau lako lako chip a hoʻoikaika i kāna leo ʻoihana.

ʻAʻole ia he mea kūpono ʻole ke ʻimi nei nā hui semiconductor US Nvidia a me AMD e hoʻonui i kā lākou laina huahana ma o ka M&A outreach.ʻO ka mea pōʻino, ua hāʻule ka loaʻa ʻana o Nvidia i ka British ARM.ʻO AMD, ma ka ʻaoʻao ʻē aʻe, ua hoʻokō ʻo ia i ka ʻeke Ceres, kahi moʻolelo nui i ka ʻoihana chip, e pili ana i ka US $ 50 biliona.

Ua hoʻokumu ʻia ʻo AMD ma 1969 a aia ʻo ia ma ke alo o nā huahana semiconductor no nā makahiki he mau makahiki ma o ka hoʻomau mau ʻana i ka hana hou, e like me ka hui.He mea kūpono ke haʻi ʻana no ka manawa lōʻihi, he mea kūʻai aku ʻo AMD me ka hoʻolālā IC, ka hana wafer, a me ka hoʻopili ʻana a me ka hoʻāʻo ʻana.

Eia naʻe, i ka neʻe ʻana o ka ʻoihana semiconductor i ka ʻāpana a me ka ʻoihana kūikawā, ua hoʻopau ʻo AMD i kāna ʻoihana hana i kēia nalu a hoʻokumu iā Ge-core.I kēia manawa, ʻo Ge-core ke kolu o ka hoʻokumu ʻana ma ka honua, ma hope o TSMC a me UMC ma Taiwan.ʻOiaʻiʻo, ʻoiai ʻo kona kūlana kiʻekiʻe, ua wili ʻia ʻo Ge-core mai AMD, no laila ʻaʻole i manaʻo ʻia ka mea hope he mea kūʻai aku IDM kuʻuna.

I ka makahiki 2021, ua loaʻa i ka AMD ka loaʻa kālā makahiki piha o US $16.4 biliona, me ka loaʻa kālā o ka US $3.6 biliona a me ka loaʻa kālā he $3.2 biliona.Wahi a Brand Finance's 2022 "Top 20 Global Semiconductor Brands" ranking, ua helu ʻia ʻo AMD i ka ʻewalu o ka honua me ka waiwai o US $ 6.053 biliona.

ʻIke ʻia ka loaʻa ʻana o AMD iā Ceres i ka ʻoihana semiconductor honua.I hoʻokumu ʻia i ka makahiki 1984, ua lilo ʻo Celeris i mea kūʻai FPGA nui loa ma ka honua ma hope o nā makahiki o ka hoʻomohala ʻana a me ka hōʻiliʻili ʻana, a ʻike ʻia nā FPGA ʻo "Field Programmable Gate Arrays".ʻIke ʻia nā ʻāpana FPGA ʻo "nā ʻāpana āpau".

I ka makahiki fiscal 2020, ua loaʻa iā Ceres ka loaʻa kālā o US $ 3.148 biliona, ʻo ia ka mea i unuhi ʻia ma kahi o RMB 20 biliona.ʻOi aku ka nui o ka loaʻa kālā ma mua o ka hapa nui o nā ʻoihana semiconductor kūloko.

E like me ka mea i haʻi mua ʻia, piha ʻo M&A i ke kumu.Mai ka manaʻo o ka hoʻomohala ʻana o ka ʻoihana semiconductor honua, hiki ke hoʻokaʻawale ʻia ke kumu o ka loaʻa ʻana o AMD iā Ceres i ʻelua mau pae nui.

ʻO ka pae mua, mai ka hoʻokumu ʻia ʻana o TSMC i ke kenekulia i hala, ʻo ia ka semiconductor e pili ana i ka specialization, segmentation, ka hoʻokumu mua ʻana o nā ʻāina a me nā ʻāina, nā ʻāina a me nā ʻāpana ma waena o ke ʻano hoʻohālike semiconductor ʻoihana hoʻohui, i ka pōkole, aia ke kuleana no ka ʻoihana i uka, aia ke kuleana no ka hana ʻana i ka wafer, ke kuleana o kahi ʻāina no ka hoʻopili ʻana a me ka hoʻāʻo ʻana, etc.

Eia naʻe, i nā makahiki i hala iho nei, ua hoʻomaopopo ka hopena o nā "hoʻopaʻi" US i ka hapa nui o nā ʻāina inā ʻaʻole lākou i ke kaulahao ʻoihana semiconductor piha a hoʻokūkū i ko lākou mau ʻāina ponoʻī, e maʻalahi ko lākou ulu ʻana e nā poʻe ʻē aʻe.No laila, hiki iā mākou ke ʻike i ka hoʻoikaika ʻana o ʻEulopa i kāna kaulahao semiconductor ʻoihana, kahi e manaʻo ai e hoʻolilo ʻoi aku ma mua o 43 biliona euros e hoʻomaikaʻi i kāna hoʻolālā chip holomua, hana, a me nā mea hiki ke hoʻopili, a hoʻemi i kona hilinaʻi ʻana i nā hui ʻAmelika a me ʻAsia.

Ke piʻi aʻe nei ʻo Kina i kāna alakaʻi i nā makahiki, me ka nui o ke kapikala e kahe ana i loko o ka ʻoihana semiconductor, kahi i hoʻonui ai i ka nui o nā hui semiconductor.ʻAʻole ikaika kēia mau ʻoihana a ʻaʻole liʻiliʻi ka ʻōlelo i ka honua honua, akā loaʻa iā lākou ka pōmaikaʻi o kahi kaulahao ʻoihana piha a me kahi mākeke kūloko nui.

ʻO Iapana a me South Korea, no kā lākou ʻāpana, ke hoʻonui nei i ko lākou leo ​​i ka ʻoihana semiconductor.No ka laʻana, manaʻo ʻo Iapana e huki i nā mea hana wafer e like me TSMC e kūkulu i nā mea kanu ma kāna ʻāina ma o ka hoʻolālā ʻana o ka hāʻawi ʻana i ka US $ 5.2 biliona kālā i nā mea hana chip.

Ma kēia pōʻaiapili honua, pono koke nā hui semiconductor e hoʻoikaika i ko lākou ikaika e hoʻoikaika i ko lākou leo ​​i ka ʻoihana a e ʻimi i nā pōmaikaʻi nui aʻe i ke ʻano holo.

ʻO ka pae ʻelua he mea hoʻokō i ka mea mua, ʻoiai ʻo AMD kekahi o nā mea hana semiconductor 10 kiʻekiʻe ma ka honua, akā ʻaʻole ia he manaʻo ʻaʻole ia mai ke kaomi.Aia ma lalo o ke kaomi mau mai kona mau mea hoʻokūkū, a inā ʻaʻole e hele i mua, ʻaʻole hiki ke huki ʻia e ka hope.No laila, pono ka loaʻa ʻana, a he hoʻolālā maikaʻi ia e hoʻoikaika ai iā ia iho i kahi manawa pōkole.

No ke aha e koho ai iā Xilinx?Wahi a ka ʻōlelo kūhelu a AMD, ua hoʻohui ʻia kāna ʻenehana kaʻina hana i nā ʻōnaehana ʻōnaehana Ceres a me nā pahu FPGA.ʻOiaʻiʻo, aia kekahi kumu e hiki ai iā mākou ke loiloi maʻalahi, manaʻo maikaʻi ʻo AMD e pili ana i ka hoʻomohala ʻana o nā chips FPGA.

Ke hoʻohiki nei ka mākeke chip FPGA, a ma 2019, ka nui o ka mākeke FPGA honua ma kahi o $ 7 biliona, a ke hoʻomau nei ka mākeke.ʻOiai maikaʻi nā manaʻo, ʻoi aku ka kiʻekiʻe o ka paepae, no laila e komo i ke ala ʻāpana, ʻo ka lawe ʻana i ka M&A outreach ʻo ia ka hoʻolālā maikaʻi loa.

ʻO kekahi mea ʻē aʻe, ua hoʻohana nui ʻia nā chips FPGA i nā kamaʻilio, automotive, ʻoihana, aerospace, a me nā ʻano ʻē aʻe, a ma ke ʻano he alakaʻi i kēia kahua, he kumu kūʻai nui ʻo Ceres i kēia mau ʻoihana.ʻO kēia ke ʻano o ka loaʻa ʻana o AMD iā Xilinx hiki koke ke komo i nā mākeke hou me ka waihona o ka mea kūʻai aku a manaʻo ʻia e hoʻolauna i kahi pihi ulu kālā hou, ʻo ia ka hoʻowalewale nui a ʻo ia paha kekahi o nā kumu koʻikoʻi i huki iā ia e kiʻi iā Xilinx.

Kākau ʻana ma ka hope

ʻO ka loaʻa ʻana o AMD iā Ceres i kēia manawa ua hana ʻia, he aha ke ʻano o kēia hanana?

He mea nui ia e hoʻomaopopo i ka M&A ma waena o nā nunui o ka ʻoihana semiconductor e hōʻike ana e hoʻomaka ka ʻoihana semiconductor honua i kahi manawa hoʻoponopono hou, me nā ʻoihana poʻo e ʻimi nei i nā wahi ulu ʻoihana hou ma waena o ka hopohopo.Ke manaʻoʻiʻo nei au e piʻi pinepine ana nā hanana M&A, me ka piʻi nui ʻana o ka nui o nā hui poʻo, a ʻo nā hui waena o ka pūhaka e koho ana e loaʻa, e ulu ana iā lākou iho ma ka loaʻa ʻana o nā ʻoihana ʻē aʻe a i ʻole e hoʻopau ʻia.