I-IC SOC CORTEX-A9 766MHZ 225BGA XC7Z007S-2CLG225I intengo engcono kakhulu entsha neyoqobo indawo eyodwa thenga ama-ic chips electronics components integrated

Izimfanelo Zomkhiqizo

I-AMD ithatha i-Xilinx

Ukuhlanganisa nokutholwa kunenjongo futhi kunezinjongo ezihlukahlukene.Kungase kube okobuchwepheshe obuyinhloko benkampani ezuziwe, ukugcwalisa ukushiyeka kwenkampani endaweni ethile yebhizinisi kanye nokusungula izwi lemboni eliqinile, noma ukukhulisa ibhizinisi kweqe imingcele nokusheshisa ijubane lentuthuko.

Ukuhlanganiswa nokuthengwa sekuyisikhathi eside kuyinto evamile emibuthanweni yamabhizinisi omhlaba, kunezimo eziningi zezinhlanzi ezinkulu ezidla izinhlanzi ezincane, izinyoka ezigwinya izindlovu, kanye nokuthuthuka ngokuhlanganyela.Eminyakeni emibili edlule, ikakhulukazi, kubonakala sengathi i-M&A yomhlaba wonke isivame kakhulu ngenxa yalolu bhubhane, futhi ezinye izimboni ezinjengama-semiconductors zibone ezinye zezivumelwano ezinkulu emlandweni wazo.

I-Global semiconductor giant Intel yaqeda ukuthengwa kwayo kwe-Tower Semiconductor, inkampani ezinze kwa-Israel ekhiqiza ama-semiconductors namasekethe ahlanganisiwe ezinhlelo zokusebenza ezahlukahlukene ezihlanganisa ezezimoto, imikhiqizo yabathengi, imishini yezokwelapha neyezimboni.Njengomkhiqizi we-IDM we-semiconductor ohamba phambili emhlabeni, umnyakazo we-Intel uhlose ukuthuthukisa amandla ayo okunikezela ngama-chip nokuqinisa izwi lemboni yayo.

Akukona nje ukuqondana ukuthi iziqhwaga zase-US ze-semiconductor i-Nvidia kanye ne-AMD nazo zifuna ukwandisa imigqa yazo yomkhiqizo ngokufinyelela kwe-M&A.Ngeshwa, ukutholwa kukaNvidia kweBritish ARM kwehlulekile.I-AMD, ngakolunye uhlangothi, ikwazile ukufaka ephaketheni i-Xilinx, isivumelwano esirekhodiwe embonini yama-chip, ebiza cishe amaRandi ayizigidi eziyizinkulungwane ezingama-50.

I-AMD yasungulwa ngo-1969 futhi ibilokhu ihamba phambili emikhiqizweni ye-semiconductor amashumi eminyaka ngokutshala imali okuqhubekayo ekusungulweni okusha, ngokusho kwenkampani.Kuhle ukusho ukuthi isikhathi eside, i-AMD ibingumthengisi we-IDM onomklamo we-IC, ukukhiqizwa kwe-wafer, namandla okupakisha nawokuhlola.

Kodwa-ke, njengoba imboni ye-semiconductor iqhubekela phambili ekuhlukaniseni nasekuqeqesheni, i-AMD yahlubuka ibhizinisi layo lokukhiqiza kuleli gagasi futhi yasungula i-Ge-core.Njengamanje, i-Ge-core iyisizinda sesithathu esikhulu kunazo zonke emhlabeni, ngemuva kwe-TSMC ne-UMC e-Taiwan.Vele, naphezu kwezinga layo eliphezulu, i-Ge-core yakhishwa ku-AMD, ngakho-ke lena ayisathathwa njengomthengisi we-IDM wendabuko.

Ngo-2021, i-AMD yazuza imali engenayo yonyaka wonke yama-US $ 16.4 billion, ngemali engenayo yokusebenza engama-US $ 3.6 billion kanye nesamba semali engenayo engama-US $ 3.2 billion.Ngokwezinga leBrand Finance lika-2022 “Top 20 Global Semiconductor Brands”, i-AMD ikleliswe endaweni yesishiyagalombili emhlabeni ngenani lomkhiqizo lama-US$6.053 billion.

Ukuthengwa kwe-Xilinx kwe-AMD nakho kwaziwa kakhulu embonini ye-semiconductor yomhlaba wonke.Yasungulwa ngo-1984, i-Celeris isibe umthengisi omkhulu we-FPGA emhlabeni ngemva kweminyaka yokuthuthuka nokuqongelela, kanti ama-FPGA ajwayele ukubizwa ngokuthi “I-Field Programmable Gate Arrays”.Ama-FPGA chips aziwa nangokuthi “ama-universal chips”.

Ngonyaka wezimali ka-2020, i-Xilinx izuze imali eyizigidi eziyizinkulungwane ezingu-3.148 zamaRandi, okusho ukuthi cishe amabhiliyoni angama-RMB angu-20.Isilinganiso esinjalo semali engenayo sesivele sikhulu kunezinkampani eziningi zasekhaya zama-semiconductor.

Njengoba sekushiwo, i-M&A igcwele inhloso.Ngokombono wokuthuthukiswa kwemboni ye-semiconductor yomhlaba wonke, inhloso yokuthengwa kwe-Xilinx yi-AMD ingahlukaniswa ngamaleveli amabili amakhulu.

Izinga lokuqala, kusukela kwasungulwa i-TSMC ekhulwini leminyaka elidlule, yi-semiconductor ebheke ekuqeqesheni, ukuhlukaniswa, ukwakheka kokuqala kwamazwe namazwe, izifunda kanye nezifunda phakathi kwephethini ehambisanayo ye-semiconductor industry, ngamafuphi, isifunda sinesibopho imboni ekhuphuka nomfula, isifunda sinesibopho sokukhiqiza ama-wafer, isifunda sinesibopho sokupakisha nokuhlola, njll.

Kodwa-ke, eminyakeni yamuva nje, umthelela "wonswinyo" wase-US wenze amazwe amaningi aqaphela ukuthi uma bengenalo uchungechunge lwemboni ye-semiconductor ephelele nokuncintisana emazweni awo, ukuthuthukiswa kwawo kuzovinjelwa kalula ngabanye.Ngakho-ke, siyabona ukuthi i-Europe iqinisa uchungechunge lwezimboni ze-semiconductor, lapho ihlela ukutshala imali engaphezu kwezigidi eziyizinkulungwane ezingu-43 zama-euro ukuthuthukisa umklamo wayo we-chip othuthukisiwe, ukukhiqiza, namandla okupakisha, nokunciphisa ukuncika kwayo ezinkampanini zaseMelika nase-Asia.

I-China nayo ibilokhu inyusa umhlahlandlela wayo eminyakeni edlule, ngemali eningi egeleza embonini ye-semiconductor, okunikeze inani elikhulu lezinkampani ze-semiconductor.Lezi zinkampani azinamandla futhi zinezwi elincane endaweni yomhlaba wonke, kodwa zinenzuzo yochungechunge lwezimboni oluphelele kanye nemakethe enkulu yasekhaya.

I-Japan neSouth Korea, ngakolunye uhlangothi, nabo bakhulisa izwi labo embonini ye-semiconductor.Isibonelo, i-Japan ihlose ukuheha abakhiqizi be-wafer njenge-TSMC ukuthi bakhe izitshalo endaweni yayo ngokusebenzisa isu lokuhlinzeka ngama-US $ 5.2 webhiliyoni yoxhaso kubakhiqizi bama-chip.

Kulo mongo womhlaba, izinkampani ze-semiconductor zidinga ngokuphuthumayo ukuqinisa amandla azo ukuze ziqinise izwi lazo embonini futhi zifune izinzuzo ezinkulu kulo mkhuba ohamba phambili.

Izinga lesibili lihambisana nelokuqala, njengoba i-AMD ingomunye wabakhiqizi be-semiconductor abaphezulu abayi-10 emhlabeni, kodwa lokho akusho ukuthi ayinalo ingcindezi.Ingaphansi kwengcindezi eqhubekayo evela ezimbangi zayo, futhi uma ihluleka ukuya phambili, nakanjani izodonswa phansi yilaba bamuva.Ngakho-ke, ukuthengwa kuyadingeka, futhi kuyisu elihle lokuziqinisa ngesikhathi esifushane.

Kungani ukhetha i-Xilinx?Ngokwesitatimende esisemthethweni se-AMD, ubuchwepheshe bayo beprosesa buhambisana nama-chips wesistimu ye-Xilinx nama-chips e-FPGA.Yebo, kunesinye isizathu esingasihlaziya kalula, i-AMD inethemba ngamathemba okuthuthukiswa kwama-chips e-FPGA.

Imakethe ye-chip ye-FPGA iyathembisa, futhi ngonyaka ka-2019, usayizi wemakethe ye-FPGA yomhlaba wonke cishe u- $ 7 billion, futhi imakethe iyaqhubeka nokukhula.Nakuba amathemba emahle, umkhawulo nawo uphakeme kakhulu, ngakho-ke ukungena kuthrekhi yengxenye, ukuthatha i-M&A outreach ngokungangabazeki kuyisu elingcono kakhulu.

Elinye iphuzu ukuthi ama-chips e-FPGA asetshenziswa kakhulu kwezokuxhumana, ezezimoto, zezimboni, zezindiza, nakweminye imikhakha, futhi njengomholi kulo mkhakha, i-Xilinx inesisekelo samakhasimende esikhulu kuzo zonke lezi zimboni.Lokhu kusho ukuthi ukuthengwa kwe-Xilinx kwe-AMD kungangena maduze ezimakethe ezintsha ngesisekelo samakhasimende sakamuva futhi kulindeleke ukuthi kungenise ijika elisha lokukhula kwemali engenayo, okuyisilingo esikhulu futhi mhlawumbe esinye sezizathu ezibalulekile ezihehe ukuthi ithole i-Xilinx.

Ukubhala ekugcineni

Ukuthengwa kwe-AMD kwe-Xilinx manje sekuyisivumelwano esenziwe, lo mcimbi usho ukuthini?

Kubaluleke kakhulu ukuqaphela ukuthi i-M&A phakathi kwama-giants of the semiconductor industry ikhombisa ukuthi imboni ye-semiconductor yomhlaba wonke izoletha isikhathi esisha sokulungisa, nezinkampani eziyinhloko zifuna ngenkuthalo amaphuzu amasha okukhula kwebhizinisi phakathi kokukhathazeka.Ngikholelwa ukuthi imicimbi ye-M&A izoba kaningi, nomthamo wezinkampani eziyinhloko ukhula, futhi izinkampani ezimaphakathi okhalweni zikhetha ukuthengwa, zizikhulise ngokuthola ezinye izinkampani noma ziqedwe.