Iimpawu zeMveliso

I-AMD ithatha iCeres

Ukudibanisa kunye nokufunyanwa kunenjongo kwaye kuneenjongo ezahlukeneyo.Zisenokuba zezobuchwephesha obungundoqo benkampani efunyenweyo, ukuxhasa iintsilelo zenkampani kwindawo ethile yoshishino kunye nokuseka ilizwi elinamandla leshishini, okanye ukwandisa ishishini ukunqumla imida kunye nokukhawulezisa isantya sophuhliso.

Ukudityaniswa kunye nokuthengwa kudala kuyinto eqhelekileyo kushishino lwehlabathi jikelele, kunye neemeko ezininzi zeentlanzi ezinkulu ezitya iintlanzi ezincinci, iinyoka eziginya iindlovu, kunye nophuhliso oludibeneyo.Kule minyaka mibini idlulileyo, ngakumbi, kubonakala ngathi iM&A yehlabathi iye yaxhaphaka ngakumbi ngenxa yobhubhane, kwaye amanye amashishini afana ne-semiconductors abone ezinye zezivumelwano ezinkulu kwimbali yawo.

I-Intel ye-semiconductor ye-Global semiconductor yagqiba ukufunyanwa kwayo kwe-Tower Semiconductor, inkampani yase-Israel eyenza i-semiconductors kunye neesekethe ezidibeneyo kwiinkqubo ezahlukeneyo ezibandakanya iimoto, iimveliso zabathengi, izixhobo zonyango kunye nezoshishino.Njengomvelisi we-IDM we-semiconductor ohamba phambili kwihlabathi, intshukumo ye-Intel ijolise ekuphuculeni amandla ayo okubonelela ngetshiphu kunye nokomeleza izwi leshishini layo.

Ayenzeki nje into yokuba izigebenga zase-US ze-semiconductor i-Nvidia kunye ne-AMD nazo zifuna ukwandisa imigca yemveliso yazo ngofikelelo lwe-M&A.Ngelishwa, ukufumana kukaNvidia i-ARM yaseBritane akuphumelelanga.I-AMD, kwelinye icala, ikwazile ukufaka epokothweni iCeres, isivumelwano esinerekhodi kushishino lwetshiphu, exabisa malunga neebhiliyoni ezingama-50 zeedola.

I-AMD yasekwa ngo-1969 kwaye ibiphambili kwiimveliso ze-semiconductor amashumi eminyaka ngotyalo-mali oluqhubekayo kwizinto ezintsha, ngokutsho kwenkampani.Kufanelekile ukukhankanya ukuba ixesha elide, i-AMD ibingumthengisi we-IDM enoyilo lwe-IC, ukuveliswa kwe-wafer, kunye nokupakisha kunye nokuvavanya amandla.

Nangona kunjalo, njengoko ishishini le-semiconductor lisiya kulwahlulo kunye nobungcali, i-AMD yaphuma kwishishini layo lokuvelisa kweli wave kwaye yaseka iGe-core.Okwangoku, i-Ge-core yindawo yesithathu enkulu kunazo zonke emhlabeni, emva kwe-TSMC kunye ne-UMC eTaiwan.Ewe kunjalo, ngaphandle komgangatho wayo ophezulu, i-Ge-core yakhutshwa kwi-AMD, ke le yokugqibela ayisajongwa njengomthengisi we-IDM wemveli.

Ngo-2021, i-AMD ifumene ingeniso yonyaka wonke ye-16.4 yeebhiliyoni zeedola zaseMelika, kunye nengeniso yokusebenza ye-US $ 3.6 yebhiliyoni kunye nengeniso ye-US $ 3.2 yebhiliyoni.Ngokwe-Brand Finance's 2022 "i-Top 20 Global Semiconductor Brands", i-AMD yabekwa kwindawo yesibhozo kwihlabathi ngexabiso lophawu le-US$6.053 yeebhiliyoni.

Ukufunyanwa kwe-AMD kweCeres kwaziwa kakhulu kwishishini lehlabathi le-semiconductor.Yasekwa ngo-1984, uCeleris uye waba ngoyena mthengisi mkhulu weFPGA emhlabeni emva kweminyaka yophuhliso kunye nokuqokelela, kwaye iiFPGA zaziwa ngokuba yi "Field Programmable Gate Arrays".Iitshiphusi zeFPGA zikwabizwa ngokuba "ziitshiphusi zehlabathi".

Kunyaka-mali ka-2020, iCeres izuze ingeniso ye-US$3.148 yeebhiliyoni, eguqulela malunga neebhiliyoni ezingama-20 zeerandi.Umlinganiselo onjalo wengeniso sele umkhulu kuneenkampani ezininzi zasekhaya zesemiconductor.

Njengoko sele kukhankanyiwe, iM&A igcwele injongo.Ngokwembono yophuhliso lweshishini le-semiconductor yehlabathi, injongo yokufunyanwa kwe-AMD ye-Ceres inokohlulwa ibe ngamanqanaba amabini aphambili.

Inqanaba lokuqala, ukusukela ekusekweni kwe-TSMC kwinkulungwane edlulileyo, yi-semiconductor ebhekiselele kubungcali, ukwahlulahlula, ukusekwa kokuqala kwamazwe kunye namazwe, imimandla kunye nemimandla phakathi kwepateni ehambelanayo yoshishino lwesemiconductor, ngokufutshane, ummandla unoxanduva ishishini phezulu, ummandla unoxanduva lokwenziwa kwe-wafer, ummandla unoxanduva lokupakisha kunye nokuvavanya, njl.

Nangona kunjalo, kwiminyaka yakutshanje, impembelelo ye-US "izohlwayo" yenze amazwe amaninzi aqonda ukuba ukuba abanalo ikhonkco elipheleleyo kunye nokhuphiswano lwe-semiconductor industry kumazwe abo, uphuhliso lwabo luya kunyanzeliswa lula ngabanye.Ke ngoko, sinokubona ukuba iYurophu yomeleza ikhonkco leshishini le-semiconductor, apho iceba ukutyala imali engaphezulu kwe-43 yeebhiliyoni zee-euro ukukhulisa uyilo lwayo lwetshiphu ephucukileyo, ukuvelisa, kunye nobuchule bokupakisha, kunye nokunciphisa ukuxhomekeka kwayo kwiinkampani zaseMelika naseAsia.

I-China iphinde isonyusa isikhokelo sayo kule minyaka idlulileyo, kunye nemali eninzi ephuma kushishino lwe-semiconductor, ethe yanyusa inani elikhulu leenkampani ze-semiconductor.Ezi nkampani azinamandla kwaye zinelizwi elincinci kwibala lehlabathi, kodwa zinenzuzo yekhonkco elipheleleyo lemizi-mveliso kunye nemarike enkulu yasekhaya.

IJapan kunye noMzantsi Korea, kwelazo icala, zikwakhulisa ilizwi labo kwishishini le-semiconductor.Umzekelo, iJapan ijonge ukutsala abavelisi be-wafer njenge-TSMC ukwakha izityalo kwindawo yayo ngeqhinga lokubonelela nge-US $ 5.2 yebhiliyoni yenkxaso kubavelisi beetshiphu.

Kulo mxholo wehlabathi, iinkampani ze-semiconductor zifuna ngokukhawuleza ukomeleza amandla azo ukomeleza ilizwi labo kushishino kunye nokufuna inzuzo enkulu kwindlela ehamba phambili.

Inqanaba lesibini lincedisana nelokuqala, njengoko i-AMD ingomnye wabenzi be-semiconductor abaphezulu be-10 emhlabeni, kodwa oko akuthethi ukuba ikhululekile kuxinzelelo.Iphantsi koxinzelelo oluqhubekayo oluvela kubakhuphisana nabo, kwaye ukuba iyasilela ukuya phambili, ngokuqinisekileyo iya kutsalwa phantsi ngabo bamva.Ngoko ke, ukufunyanwa kunyanzelekile, kwaye sisicwangciso esilungileyo sokuziqinisa ngexesha elifutshane.

Kutheni ukhetha Xilinx?Ngokwengxelo esemthethweni ye-AMD, itekhnoloji yeprosesa ihambelana neetshiphusi zenkqubo yeCeres kunye neetshiphusi zeFPGA.Ewe kunjalo, kukho esinye isizathu esinokusihlalutya ngokulula, i-AMD inethemba malunga namathemba ophuhliso lweetshiphusi zeFPGA.

Imakethi ye-chip ye-FPGA iyathembisa, kwaye ngo-2019, ubungakanani bemakethi ye-FPGA yehlabathi malunga ne-7 yeebhiliyoni zeedola, kwaye imakethi iyaqhubeka nokukhula.Nangona amathemba alungile, umda nawo uphezulu, ngoko ke ukungena kumkhondo wecandelo, ukuthatha i-M&A yokufikelela ngaphandle kwamathandabuzo sesona sicwangciso silungileyo.

Enye ingongoma kukuba iitshiphusi zeFPGA zisetyenziswa kakhulu kunxibelelwano, kwiimoto, kwimizi-mveliso, kwi-aerospace, nakwamanye amasimi, kwaye njengenkokeli kulo mmandla, iCeres inesiseko sabathengi esikhulu kuwo onke la mashishini.Oku kuthetha ukuba ukufunyanwa kwe-AMD kwe-Xilinx kunokungena ngokukhawuleza kwiimarike ezintsha kunye nesiseko sabathengi bamva kwaye kulindeleke ukuba ingenise i-curve entsha yokukhula kwengeniso, isilingo esikhulu kwaye mhlawumbi sesinye sezizathu ezibalulekileyo eziye zatsala ukuba ifumane i-Xilinx.

Ukubhala ekugqibeleni

Ukufunyanwa kwe-AMD kweCeres ngoku sele kugqityiwe, sithetha ukuthini esi siganeko?

Kubaluleke kakhulu ukuba uqaphele ukuba i-M & A phakathi kwee-giants ze-semiconductor industry ibonisa ukuba imboni ye-semiconductor yehlabathi iya kuzisa ixesha elitsha lohlengahlengiso, kunye neenkampani zentloko zifuna ngokukhawuleza amanqaku okukhula kwamashishini phakathi kokukhathazeka.Ndiyakholelwa ukuba imicimbi ye-M&A iya kuba rhoqo, kunye nomthamo weenkampani zentloko ziya zikhula, kwaye iinkampani eziphakathi esinqeni zikhetha ukufunyanwa, zikhule ngokwazo ngokufumana ezinye iinkampani okanye zipheliswe.