Izimfanelo Zomkhiqizo

Imiphumela ye-Xilinx 'Q3 FY2022, ekhishwe ngaphambi kokutholwa, ibonise ukuthi ingxenye yesikhungo sedatha ibambe u-11% wemali engenayo yenkampani, nesabelo sayo sikhula kancane kancane kwikota ngayinye kanye nezinga lokukhula lonyaka lama-81%.

Ngokwezinga elithile, ama-FPGA ngokwawo aye ekwehlukaneni okusha.Abanye ababukeli be-chip batshele izintatheli ukuthi isidingo semakethe sama-chips e-FPGA ahlanzekile sesivele sincipha, futhi ngokuzayo, izixazululo zayo ezishumekiwe ezixubene nama-CPU kanye nama-DSP zizoba yimakethe yemakethe, ezoba yinzuzo ezindaweni ezifana nedatha. izikhungo, i-5G ne-AI.

Lokhu kubonakala futhi ohlelweni lokuthengwa kwempahla lwe-AMD, lapho inkampani ichaza ukuthi ama-FPGA ahamba phambili e-Xilinx, ama-SoCs aguquguqukayo, izinjini zokwenziwa kobuhlakani bokwenziwa, kanye nobuchwepheshe besoftware kuzonika i-AMD amandla okuletha iphothifoliyo esezingeni eliphakeme yokusebenza okuphezulu nezixazululo zekhompiyutha eziguquguqukayo.futhi uthwebule ingxenye enkulu yefu elinganiselwa ku-$135 billion, i-edge computing, kanye nokuncintisana kwemakethe yamadivayisi ahlakaniphile kuze kube ngu-2023.

I-AMD iphinde yasho ukwesekwa okuzolethwa ukuthengwa kwe-Xilinx emkhakheni wezobuchwepheshe nezezimali wenkampani.

Ngasohlangothini lwezobuchwepheshe, izoqinisa amakhono e-AMD ekupakisheni ama-chip, ukupakishwa kwe-chip, i-Chiplet, njll., futhi inikeze inkundla yesofthiwe engcono ye-AI, izakhiwo ezikhethekile, njll.

Ngasohlangothini lwezezimali, ukusebenza kwe-gross margin engu-67% ye-Xilinx kuzophinde kuthuthukise imodeli yezezimali ye-AMD ngenxa yomjikelezo omude, imikhiqizo yemakethe yemali ephezulu.Isivumelwano kulindeleke ukuthi silethe imajini, ukuhamba kwemali, nezinye izinzuzo ze-AMD ngonyaka wokuqala.

Ukuhlanganiswa kobuchwepheshe kusadinga isikhathi

Abanye abangaphakathi embonini bakhala ngokuthi ngemuva kokutholwa, igama elithi "Xilinx", i-giant encane endaweni yalo, lingashintshwa kakhulu ngokuthi "AMD".

Ngokusho kokudalulwa, ngemuva kokutholwa, uVictor Peng, owayeyi-CEO ye-Xilinx, uzoba umongameli we-Adaptive and Embedded Computing Group (AECG) esanda kusungulwa, ezohlala igxile ekushayeleni i-FPGA, i-SoC eguquguqukayo, kanye ne-software roadmap.

Ngalo lolo suku, i-AMD iphinde yamemezela ukuqokwa okusha kwebhodi.U-Zifeng Su wengeze isikhundla sikaSihlalo weBhodi ezikhundleni zakhe zangaphambili zokuba nguMongameli kanye ne-CEO;UJon Olson, owayengumqondisi we-Xilinx, kanye no-Elizabeth Vanderslice bazojoyina Ibhodi le-AMD, elike laba yi-CFO ye-Xilinx kanti leli qembu lakamuva linolwazi lokutshalwa kwezimali kanye nokutholwa kwempahla.

Yize inani libonakala likhulu, kunesandulela salokhu kutholwa yi-AMD.