Makhalidwe a Zamalonda

AMD ilanda Ceres

Kuphatikizana ndi kupeza kuli ndi cholinga ndipo kuli ndi zolinga zosiyanasiyana.Zitha kukhala zaukadaulo wamakampani omwe apeza, kuthandizira zofooka za kampaniyo mdera linalake la bizinesi ndikukhazikitsa mawu olimba amakampani, kapena kukulitsa bizinesi kudutsa malire ndikufulumizitsa mayendedwe a chitukuko.

Kuphatikizika ndi kugula zinthu kwakhala kofala kwa nthawi yaitali m’mabizinesi a padziko lonse, ndipo nthaŵi zambiri nsomba zazikulu zimadya nsomba zing’onozing’ono, njoka zomeza njovu, ndi kutukuka pamodzi.M'zaka ziwiri zapitazi, makamaka, zikuwoneka kuti M&A yapadziko lonse lapansi yachulukirachulukira chifukwa cha mliriwu, ndipo mafakitale ena monga ma semiconductors awona zina mwazinthu zazikulu kwambiri m'mbiri yawo.

Global semiconductor giant Intel inamaliza kupeza Tower Semiconductor, kampani yochokera ku Israel yomwe imapanga ma semiconductors ndi mabwalo ophatikizika azinthu zosiyanasiyana kuphatikiza magalimoto, zinthu zogula, zida zamankhwala ndi mafakitale.Monga mtsogoleri wotsogola padziko lonse lapansi wa IDM wa semiconductor, kusuntha kwa Intel kukufuna kupititsa patsogolo luso lake loperekera tchipisi ndikulimbitsa mawu ake pamsika.

Sizongochitika mwangozi kuti zimphona zaku US za semiconductor Nvidia ndi AMD zikufunanso kukulitsa mizere yazogulitsa kudzera pa M&A.Tsoka ilo, kupeza kwa Nvidia ku British ARM kunalephera.AMD, kumbali ina, idakwanitsa kuyika m'thumba Ceres, mgwirizano waukulu mumakampani a chip, okwana pafupifupi US $ 50 biliyoni.

AMD idakhazikitsidwa mu 1969 ndipo yakhala patsogolo pazogulitsa zama semiconductor kwazaka zambiri kudzera pakugulitsa kosalekeza pazatsopano, malinga ndi kampaniyo.Ndikoyenera kutchula kuti kwa nthawi yayitali, AMD inali wogulitsa IDM wokhala ndi mapangidwe a IC, kupanga mawafa, ndikuyika ndi kuyesa.

Komabe, pomwe makampani opanga ma semiconductor adasamukira ku magawo komanso ukadaulo, AMD idasiya bizinesi yake yopanga mafundewa ndikukhazikitsa Ge-core.Pakadali pano, Ge-core ndiye maziko achitatu padziko lonse lapansi, pambuyo pa TSMC ndi UMC ku Taiwan.Zachidziwikire, ngakhale ali ndi udindo wapamwamba, Ge-core idachotsedwa ku AMD, kotero yomalizayo samatengedwa ngati wogulitsa wamba wa IDM.

Mu 2021, AMD idapeza ndalama zachaka chonse za US $ 16.4 biliyoni, ndi ndalama zogwirira ntchito za US $ 3.6 biliyoni ndi ndalama zonse zokwana US $ 3.2 biliyoni.Malinga ndi masanjidwe a Brand Finance a 2022 "Top 20 Global Semiconductor Brands", AMD idayikidwa pachisanu ndi chitatu padziko lonse lapansi ndi mtengo wamtengo wa US $ 6.053 biliyoni.

Kupeza kwa AMD kwa Ceres kumadziwikanso kwambiri pamsika wapadziko lonse lapansi wa semiconductor.Yakhazikitsidwa mu 1984, Celeris wakhala wogulitsa wamkulu kwambiri wa FPGA padziko lapansi patatha zaka zachitukuko ndi kudzikundikira, ndipo ma FPGA amadziwika kuti "Field Programmable Gate Arrays".Tchipisi za FPGA zimadziwikanso kuti "chips universal".

M'chaka chandalama cha 2020, Ceres adapeza ndalama zokwana $3.148 biliyoni, zomwe zikutanthauza kuti pafupifupi RMB 20 biliyoni.Ndalama zotere ndizokulirapo kale kuposa makampani ambiri apakhomo a semiconductor.

Monga tanena kale, M&A ili ndi cholinga.Malinga ndi chitukuko cha makampani opangira semiconductor padziko lonse lapansi, cholinga cha AMD kuti apeze Ceres chitha kugawidwa m'magulu awiri.

Mulingo woyamba, kuyambira kukhazikitsidwa kwa TSMC m'zaka zapitazi, ndi semiconductor yopita kuukadaulo, magawo, mapangidwe oyamba a mayiko ndi mayiko, zigawo ndi zigawo pakati pamakampani a semiconductor chain complementary pattern, mwachidule, dera limayang'anira makampani kumtunda, dera limayang'anira kupanga zowotcha, dera limayang'anira kunyamula ndi kuyesa, ndi zina.

Komabe, m'zaka zaposachedwa, zotsatira za "zilango" za US zapangitsa kuti mayiko ambiri azindikire kuti ngati alibe mpikisano wathunthu wamakampani a semiconductor m'mayiko awo, chitukuko chawo chidzalephereka mosavuta ndi ena.Chifukwa chake, titha kuwona kuti Europe ikulimbikitsa makampani opanga ma semiconductor, omwe akukonzekera kuyika ndalama zoposa mabiliyoni 43 kuti apititse patsogolo kapangidwe kake ka chip, kupanga, ndi kulongedza, ndikuchepetsa kudalira kwake makampani aku America ndi Asia.

China yakhala ikukulitsa chitsogozo chake pazaka zambiri, ndi ndalama zambiri zomwe zikuyenda mumsika wa semiconductor, zomwe zapangitsa kuti makampani ambiri a semiconductor abwere.Makampaniwa sali olimba komanso alibe zonena zambiri padziko lonse lapansi, koma ali ndi mwayi wokhala ndi mafakitale athunthu komanso msika waukulu wapakhomo.

Japan ndi South Korea, nawonso, akukweza mawu awo mumakampani opanga ma semiconductor.Mwachitsanzo, Japan ikufuna kukopa opanga zophika mkate monga TSMC kuti amange mbewu m'dera lake kudzera munjira yopereka US $ 5.2 biliyoni ya zothandizira kwa opanga ma chip.

Munthawi yapadziko lonse lapansi, makampani opanga ma semiconductor akufunika kulimbikitsa mphamvu zawo kuti alimbikitse mawu awo pantchitoyo komanso kufunafuna zopindulitsa kwambiri pakuchita bwino.

Mulingo wachiwiri ndi wothandizira woyamba, popeza AMD ndi amodzi mwa opanga 10 apamwamba kwambiri padziko lonse lapansi, koma izi sizitanthauza kuti ilibe kupsinjika.Imakhala pansi pa chitsenderezo chosalekeza kuchokera kwa omwe akupikisana nawo, ndipo ngati ilephera kupita patsogolo, idzagwetsedwa pansi ndi omalizawo.Chifukwa chake, kupeza ndikofunikira, ndipo ndi njira yabwino yodzilimbitsa pakanthawi kochepa.

Chifukwa chiyani kusankha Xilinx?Malinga ndi mawu ovomerezeka a AMD, ukadaulo wake wa purosesa ndi wogwirizana ndi tchipisi ta Ceres ndi tchipisi ta FPGA.Zachidziwikire, pali chifukwa china chomwe titha kusanthula mosavuta, AMD ikuyembekeza zachitukuko cha tchipisi ta FPGA.

Msika wa chip wa FPGA ukulonjeza, ndipo mu 2019, kukula kwa msika wapadziko lonse wa FPGA kuli pafupifupi $ 7 biliyoni, ndipo msika ukukulirakulira.Ngakhale ziyembekezo zake ndi zabwino, malirewo ndi okwera kwambiri, kotero kulowa gawolo, kutenga M&A yofikira mosakayikira ndiyo njira yabwino kwambiri.

Mfundo ina ndi yakuti tchipisi ta FPGA amagwiritsidwa ntchito kwambiri muzoyankhulana, zamagalimoto, mafakitale, zamlengalenga, ndi magawo ena, ndipo monga mtsogoleri pantchito iyi, Ceres ali ndi makasitomala ambiri m'mafakitale onsewa.Izi zikutanthauza kuti kupeza kwa AMD kwa Xilinx posachedwapa kungalowe m'misika yatsopano ndi makasitomala omalizawa ndipo akuyembekezeka kubweretsa njira yatsopano yopangira ndalama, yomwe ndi yesero lalikulu ndipo mwina chimodzi mwazifukwa zofunika zomwe zidakopa kuti apeze Xilinx.

Kulemba kumapeto

Kupeza kwa AMD kwa Ceres tsopano kwatha, izi zikutanthauza chiyani?

Ndikofunikira kwambiri kuzindikira kuti M&A pakati pa zimphona zazikulu zamakampani opanga ma semiconductor akuwonetsa kuti msika wapadziko lonse lapansi wa semiconductor ubweretsa nthawi yatsopano yosintha, pomwe makampani akulu akufunitsitsa kufunafuna mabizinesi atsopano okulirapo pakati pa nkhawa.Ndikukhulupirira kuti zochitika za M&A zidzachulukirachulukira, kuchuluka kwamakampani akulu akukulirakulira, ndipo makampani apakati pachiuno mwina amasankha kuti apezeke, akudzikulitsa okha mwa kupeza makampani ena kapena kuchotsedwa.