Ibiranga ibicuruzwa

Shushanya kubikorwa byo kubara cyane

Nubwo bombi baturutse muri Cents Semiconductor, abashinze Intel bakomokaga muri R&D naho abashinze AMD bakomoka kugurisha, ibyo bikaba byaratanze inzira yo gutandukanya inzira zimwe ziterambere hagati yibi byombi mumyaka yambere.

Ibi byatumye habaho inzitizi zimwe na zimwe za tekiniki mu myaka ya mbere, kandi nyuma yo kurangiza “urubanza rwo mu kinyejana” hamwe na Intel imyaka myinshi, AMD yongereye ishoramari mu bushakashatsi no mu iterambere.Ariko nyuma haje kugura ATI, yahuye nikibazo cyo kuva amaraso.

Izi nkomoko zatumye iterambere rya AMD mu murima wa CPU mu gicucu cya Intel, kandi kugura ATI byanahaye AMD undi munywanyi mu murima wa GPU, bigenda byiyongera buhoro buhoro, ariko AMD nayo ikoresha inzira yiterambere rya CPU + GPU kugirango ikomeze gufata umugabane ku isoko.

Xilinx yaguzwe na AMD kuriyi nshuro, imaze igihe kinini ifite 50% by'imigabane ku isoko rya FPGAs, naho Altera yaguzwe na Intel mu 2015, ifite hafi 30%.

Impamvu FPGAs ningirakamaro mugihe cyubu cyo kubara ubwenge ni ukubera inyungu zabo zo guhinduka neza.Inganda zikora chip imbere mubanyamakuru, ikoreshwa rya FPGA, nubwo ibicuruzwa bya chip byakozwe, ariko birashobora gusubirwamo cyangwa kuzamura imikorere.

Mu myaka yashize, Xilinx irashaka kandi umwanya mushya wo guteza imbere isoko, ikigo cyamakuru nisoko rifite ibyiringiro byinshi.Mbere, Victor Peng, icyo gihe wari perezida akaba n'umuyobozi mukuru wa Xilinx, yasubije mu kinyejana cya 21 cyitwa Business Herald ko nubwo ubucuruzi bw’ikigo cy’amakuru bwatanze umusanzu muto cyane mu kwinjiza sosiyete, “ni ngombwa kubona ko bwiyongera cyane kurusha rusange. ubucuruzi kandi bizaba igice cy'ingenzi cyinjira mu bihe biri imbere. ”

Ibisubizo bya Xilinx 'Q3 FY2022, byashyizwe ahagaragara mbere yo kugura, byagaragaje ko igice cy’ikigo cy’amakuru cyinjije 11% by’amafaranga yinjira mu isosiyete, umugabane wacyo ukiyongera gahoro gahoro buri gihembwe ndetse n’ubwiyongere bw’umwaka bwa 81%.

Ku rugero runaka, FPGAs ubwayo yagiye kugabana gushya.Bamwe mu bakurikiranira hafi chip babwiye abanyamakuru ko isoko ry’isoko rya chip ya FPGA risanzwe rimaze kugabanuka, kandi mu gihe kiri imbere, ibisubizo by’ibinyabuzima bitandukanye byahujwe na CPU na DSPs bizahinduka isoko ry’isoko, bizagira akamaro mu bice nk’amakuru ibigo, 5G na AI.

Ibi bigaragarira no mu gishushanyo mbonera cya AMD, aho isosiyete isobanura ko Xilinx iyoboye FPGAs, SoCs imenyekanisha imiterere, moteri y’ubwenge y’ubukorikori, hamwe n’ubuhanga bwa software bizaha AMD kuzana portfolio nziza y’ibisubizo bihanitse kandi byifashishwa mu kubara.hanyuma ufate umugabane munini wibicu bigera kuri miliyari 135 z'amadolari, kubara mudasobwa, no guhatanira isoko ryibikoresho byubwenge kugeza 2023.

AMD yavuze kandi inkunga inkunga yo kugura Xilinx izazana tekiniki n’imari ya sosiyete.

Kuruhande rwikoranabuhanga, bizashimangira ubushobozi bwa AMD mugukurikirana chip, gupakira chip, Chiplet, nibindi, ndetse no gutanga urubuga rwiza rwa software kuri AI, imyubakire idasanzwe, nibindi.