Re: [新聞] AMD以1.9B收購Pensando

看板Stock作者foxconn1080 (鴻)時間2年前 (2022/04/05 12:24)推噓11(15推 4噓 25→)

留言44則, 19人參與討論串2/4 (看更多)

: → a000000000 : 地緣政治玩到現在那些賣武器的公司股價都噴惹 04/05 04: 14 : → a000000000 : 賣晶片的沒噴合理嗎就投資人還不懂而已 04/05 04: 14 : → SILee : 二月剛開戰在大跌的時候，我還跟朋友說飛彈裡面都是 04/05 04: 16 : → SILee : XLINX的晶片，縮下去就對了XDDDD 04/05 04: 16 請問為何飛彈主要都是用XLNX的晶片啊？因為FPGA的關係嗎？（一直覺得FPGA這個東西有對玄，看介紹都看不懂）請教版上的高手們謝謝 ※ 引述《Severine (賽非茵)》之銘言： : 原文標題： : AMD to buy Pensando for $1.9 billion to build out its data center business : 原文連結： : https://www.marketwatch.com/story/amd-to-buy-pensando-for-19-billion-to- : build-out-its-data-center-business-2022-04-04?mod=investing : 發布時間： : April 4, 2022 at 8:13 a.m. ET : 原文內容： : Shares of Advanced Micro Devices Inc. AMD, 0.87% rose 0.2% in premarket : trading, after the semiconductor company announced a deal to buy privately : held Pensando for about $1.9 billion. AMD aims the deal for the provider of : computing, networking and security services, which is expected to close in : the second quarter, to expand its data center offerings. "To build a : leading-edge data center with the best performance, security, flexibility an d : lowest total cost of ownership requires a wide range of compute engines," : said AMD Chief Executive Lisa Su. "Today, with our acquisition of Pensando, : we add a leading distributed services platform to our high-performance CPU, : GPU, FPGA and adaptive SoC portfolio." AMD's stock has tumbled 24.8% year to : date through Friday, while the PHLX Semiconductor Index SOX, 1.00% has shed : 14.7% and the S&P 500 SPX, 0.49% has slipped 4.6%. : 機器翻譯 : AMD宣佈以約19億美元的價格收購私人控股的Pensando。 : AMD的目標是與計算，網路和安全服務提供者達成交易，預計將於第二季度完成，以擴大 : 其數據中心產品。 : AMD 首席執行官 Lisa Su 表示："要構建具有最佳性能、安全性、靈活性和最低總擁有成 : 本的領先數據中心，需要廣泛的計算引擎。今天，通過收購Pensando，我們將領先的分散 : 式服務平臺添加到我們的高性能CPU，GPU，FPGA和自適應SoC產品中。 : 心得/評論： ※必需填寫滿30字，無意義者板規處分 : 好像前幾天有版友說AMD應該重啟併購忘了是買甚麼不過不是這家就是了. : 這點小東西買著還好吧QQ : 不是很懂這方面所以找了一點yahoo鄉民的評論 : 1) : Pensando’s data-flow and fully programmable packet processor capabilities : combined with AMD’s high-performance CPU, GPU, FPGA and adaptive : system-on-chip (SoC) portfolio is a very, very smart move for Lisa and team : and differentiates AMD even further from the pack. The software stack : extending beyond applications capabilities to smart switches/networking and : security rounds things out beautifully. Addressing multiple infrastructure : services simultaneously is the game and AMD just bagged it. : 2) : The acquisition of Pensando (and Xilinx) further bolsters Hans Mosemann's : BULL CASE that AMD is a DATA CENTER play, : This all goes to building customer relations. : They will have solutions NOBODY else has, one stop shop. : They are JUST GETTING STARTED! : 3) : Just another piece of Lisa's road map strategy to move into other areas by : buying Pensando.. Her plan all along has been to get to a point where AMD is : not competing nearly as much with INTC directly in future, but moving into : new areas with new TAMS.. Now with XLNX, she has the scale she has wanted an d : can offer that scale to huge customers going forward, to become a : one-stop-shop in a sense? ;-) : -- -- ※ 發信站: 批踢踢實業坊(ptt.cc), 來自: 101.10.46.210 (臺灣) ※ 文章網址: https://www.ptt.cc/bbs/Stock/M.1649132644.A.510.html

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addy7533967

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peter98

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