Ibiranga ibicuruzwa

AMD ifata Ceres

Guhuriza hamwe no kugura bifite intego kandi bifite intego zitandukanye.Bashobora kuba kubijyanye nikoranabuhanga ryibanze ryisosiyete yaguzwe, kugirango yuzuze ibitagenda neza muri sosiyete mu bucuruzi runaka no gushyiraho ijwi ry’inganda rikomeye, cyangwa kwagura ubucuruzi ku mipaka no kwihuta mu iterambere.

Kwishyira hamwe no kugura bimaze igihe kinini bikunze kugaragara mubucuruzi bwisi yose, aho usanga amafi manini arya amafi mato, inzoka zimira inzovu, hamwe niterambere.Mu myaka ibiri ishize, byumwihariko, birasa nkaho M&A ku isi yabaye inshuro nyinshi kubera icyorezo, kandi inganda zimwe na zimwe nka semiconductor zabonye bimwe mubikorwa bikomeye mumateka yabo.

Igihangange cya semiconductor ku isi Intel cyarangije kugura umunara Semiconductor, isosiyete ikorera muri Isiraheli ikora semiconductor hamwe n’umuzunguruko uhuza porogaramu zitandukanye zirimo amamodoka, ibicuruzwa by’abaguzi, ibikoresho by’ubuvuzi n’inganda.Nkumushinga wambere wambere ku isi ukora IDM, intambwe ya Intel igamije kuzamura ubushobozi bwayo bwo gutanga chip no gushimangira ijwi ryinganda.

Ntabwo ari impanuka ko ibihangange bya semiconductor yo muri Amerika Nvidia na AMD nabyo bishaka kwagura imirongo y'ibicuruzwa binyuze muri M&A.Kubwamahirwe, kugura Nvidia kugura ARM yo mubwongereza byarananiranye.Ku rundi ruhande, AMD yashoboye guterura Ceres, amasezerano angana mu bucuruzi bwa chip, afite agaciro ka miliyari 50 z'amadolari y'Amerika.

AMD yashinzwe mu 1969 ikaba iri ku isonga mu bicuruzwa bya semiconductor mu myaka ibarirwa muri za mirongo binyuze mu ishoramari rihoraho mu guhanga udushya nk'uko iyi sosiyete ibitangaza.Twabibutsa ko kuva kera, AMD yari umucuruzi IDM ufite igishushanyo cya IC, gukora wafer, hamwe nubushobozi bwo gupakira no gupima.

Nyamara, uko inganda zikoresha igice cya kabiri zigenda zigana mu bice no mu buhanga, AMD yahagaritse ubucuruzi bwayo muri uyu muhengeri maze ishyiraho Ge-core.Kugeza ubu, Ge-core ni uruganda rwa gatatu runini ku isi, nyuma ya TSMC na UMC muri Tayiwani.Birumvikana ko, nubwo iri hejuru cyane, Ge-core yavuye muri AMD, kubwibyo rero ntibifatwa nkumucuruzi gakondo IDM.

Mu 2021, AMD yinjije umwaka wose winjiza miliyari 16.4 z'amadolari ya Amerika, yinjiza miliyari 3.6 z'amadolari ya Amerika hamwe n'inyungu ya miliyari 3.2 z'amadorali.Ukurikije urutonde rwa Brand Finance 2022 “Top 20 Global Semiconductor Brands”, AMD yashyizwe ku mwanya wa munani ku isi ifite agaciro ka miliyari 6.053 USD.

Kugura kwa AMD kwa Ceres bizwi kandi mu nganda zikoresha amashanyarazi.Celeris yashinzwe mu 1984, ibaye umucuruzi ukomeye wa FPGA ku isi nyuma yimyaka yiterambere no kwegeranya, kandi FPGAs izwi cyane nka "Field Programmable Gate Arrays".Chip ya FPGA izwi kandi nka "chips chips".

Mu mwaka w'ingengo y'imari wa 2020, Ceres yinjije miliyari 3.148 z'amadolari y'Amerika, bivuze ko agera kuri miliyari 20.Igipimo nkicyo cyinjiza kimaze kuba kinini kuruta amasosiyete menshi yo mu gihugu.

Nkuko bimaze kuvugwa, M&A yuzuye intego.Urebye iterambere ryinganda ziciriritse ku isi, intego ya AMD yo kugura Ceres irashobora kugabanywamo ibice bibiri byingenzi.

Urwego rwa mbere, kuva TSMC yashingwa mu kinyejana gishize, ni igice cya kabiri cyerekeza ku buhanga, mu bice, ishyirwaho rya mbere ry’ibihugu n’ibihugu, uturere n’uturere hagati y’inganda zuzuzanya n’inganda, muri make, akarere gashinzwe Uwiteka inganda zo hejuru, akarere gashinzwe gukora wafer, akarere gashinzwe gupakira no kugerageza, nibindi.

Ariko, mu myaka yashize, ingaruka z '“ibihano” by’Amerika zatumye ibihugu byinshi bimenya ko niba bidafite urwego rw’inganda zuzuye kandi zipiganwa mu bihugu byabo, iterambere ryabo rizabuzwa amahwemo n’abandi.Kubwibyo, turashobora kubona ko Uburayi bushimangira urwego rw’inganda zikoresha igice cya kabiri, aho ruteganya gushora imari irenga miliyari 43 z'amayero mu rwego rwo kuzamura imiterere ya chip yateye imbere, gukora, no gupakira, no kugabanya kwishingikiriza ku masosiyete y'Abanyamerika na Aziya.

Ubushinwa nabwo bwakajije umurego mu buyobozi mu myaka yashize, hamwe n’ishoramari ryinshi ryinjira mu nganda ziciriritse, ibyo bikaba byaratumye umubare munini w’amasosiyete akora imashanyarazi.Izi sosiyete ntizikomeye ndetse zifite ijambo rike mu ruhando rwisi, ariko zifite inyungu zurwego rwuzuye rwinganda nisoko rinini ryimbere mu gihugu.

Ku ruhande rwabo, Ubuyapani na Koreya y'Epfo, na byo byongera ijwi ryabyo mu nganda zikoresha imashanyarazi.Kurugero, Ubuyapani bufite intego yo gukurura abakora wafer nka TSMC kubaka inganda mubutaka bwayo binyuze mu ngamba zo gutanga inkunga ingana na miliyari 5.2 z'amadolari y'Amerika ku bakora inganda.

Muri uru rwego rwisi, ibigo byiciriritse bikeneye byihutirwa kongera imbaraga kugirango bongere ijwi ryabo munganda no gushaka inyungu nyinshi murwego rwo kuzamuka.

Urwego rwa kabiri ni rwuzuzanya rwambere, kuko AMD numwe mubakora 10 ba mbere ba semiconductor ku isi, ariko ntibivuze ko idafite igitutu.Ni igitutu gihoraho cyabanywanyi bayo, kandi niba binaniwe kujya kure, byanze bikunze bizakururwa nabanyuma.Kubwibyo, kugura ni ngombwa, kandi ni ingamba nziza zo gukomeza imbaraga mugihe gito.

Kuki uhitamo Xilinx?Nk’uko byatangajwe na AMD ku mugaragaro, ikoranabuhanga ryaryo ryuzuzanya na sisitemu ya Ceres na chip ya FPGA.Nibyo, hari indi mpamvu dushobora gusesengura byoroshye, AMD ifite ibyiringiro byiterambere ryiterambere rya chipi ya FPGA.

Isoko rya chip ya FPGA riratanga ikizere, kandi muri 2019, ingano yisoko rya FPGA kwisi yose igera kuri miliyari 7 z'amadolari, kandi isoko rikomeje kwiyongera.Nubwo ibyiringiro ari byiza, imbibi nazo ziri hejuru cyane, kugirango winjire mu gice, gufata M&A ntagushidikanya ni ingamba nziza.

Indi ngingo ni uko chip ya FPGA ikoreshwa cyane mu itumanaho, mu modoka, mu nganda, mu kirere, no mu zindi nzego, kandi nk'umuyobozi muri uru rwego, Ceres ifite abakiriya benshi muri izo nganda zose.Ibi bivuze ko kuba AMD yaguze Xilinx bishobora guhita byinjira mumasoko mashya hamwe nabakiriya ba nyuma kandi biteganijwe ko hazatangira uburyo bushya bwo kuzamuka kwinjiza, iki nikigeragezo gikomeye kandi birashoboka ko ari imwe mumpamvu zingenzi zamushishikarije kugura Xilinx.

Kwandika kurangiza

Kugura kwa AMD kwa Ceres ubu ni amasezerano yakozwe, iki gikorwa gisobanura iki?

Ni ngombwa cyane kumenya ko M&A hagati y ibihangange byinganda ziciriritse byerekana ko inganda zikoresha imiyoboro ya semiconductor ku isi zizatangiza igihe gishya cyo guhindura ibintu, hamwe n’amasosiyete akomeye ashakisha byimazeyo ingingo nshya zo kuzamura ubucuruzi mu gihe hari impungenge.Nizera ko ibirori bya M&A bizagenda biba kenshi, hamwe nubunini bwibigo bikuru bizagenda byiyongera, hamwe n’amasosiyete yo mu kibuno hagati ahitamo kugurwa, gukura mu gushaka andi masosiyete cyangwa kuvaho.