Re: [新聞] 英特爾傳擬併購Altera 帶動美股上漲
※ 引述《femlro (股權成就你的財富)》之銘言:
: 打從賈伯斯跟arm合作開始
: intel那條超世代的水準產線就邁向當人家的打工仔
: 大家都知道intel是不幫別人代工生產
: 只做自己的製程升等
: 被他代工生產過的公司後來也都被他買掉了
: 所以這個動作有幾個可能
: intel內部的產能可能面臨了缺口
: 再來就是x86架構已經面臨崩潰
: 對intel來說有效提升了內部稼動率
: 對TSMC來說等於宣告X86的墓碑已經有點形狀了
老實講差很遠
intel想進軍FPGA不知道多少年惹
先是挺/注資startup 後來想幫代工
最後實在沒辦法
才會要直接買
這件事衝擊最大的是fpga兩大廠
近日以來這兩間通通hiring freeze
大概高層早前就知道消息惹
回來談x86
x86架構離崩潰還遠得很
intel這幾年來的慣例就是高階高賣 低階亂賣賠錢賣
只要高階(server+ULV)打爆對手就爽爽賺
arm如果想挑戰intel
那關鍵只有一個 在server搶下灘頭堡 才有可能讓intel現有策略崩潰
問題是這實在太難惹
現存所有arm架構在server這塊連對付atom都難以取勝
然後intel的core系列也已經能夠做到fanless
arm想挑戰server只能說兩年後再研究看看(a72 amd-k12 qcom不知道)
至於對GG
併購與否不會有立即影響
長期當然會有
不過傳統而言FPGA在先進製程的單量不到手機or顯卡的1/10
這個說真的沒有很大
至於intel的資源在FPGA產業
就有很大的想像空間惹
畢竟FPGA涉足的領域很廣
intel cpu+FPGA會變成甚麼樣的東西
這真的很難預期
: 所以結論
: intel短多長空 漲
: TSMC 短多長更多 漲
: 結束
: 剩下的交給大師obov幫大家射了
: 我自己是認為物聯網以後還是安謀稱王的時代
: 對惹
: 加入apple的obov是不是被下了封口令阿
: 封口阿婆應該不容許像阿嬤的那樣可以暢所欲言吧
我只是水果行的打工仔而已
你問我香蕉 我還比較熟一點
QQ
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