According to foreign media reports, TI (Texas Instruments) will acquire AMD (Advanced Micro Devices) for $18 per share. Affected by this news, AMD's share price soared to a price of 14.56 US dollars per share, shocking the entire semiconductor industry.
AMD is an important member of the X86 CPU and high-performance GPU market. In recent years, it has been frequently sold. Potential acquirers include Microsoft, Apple, and China's Shenzhou Loongson and Tsinghua Unisplendour.
However, for foreign media reports, the industry is not optimistic. The two companies do not work, compared to the acquisition of AMD, TI is better to acquire an FPGA company, it is possible to integrate their own DSP into the FPGA, and take the opportunity to move closer to the embedded artificial intelligence platform.
Is TI really worthless to acquire AMD?On the surface, there is almost no overlap between the two parties. TI is now focusing on the electronic market such as automotive electronics and the Internet of Things. Although it also has a processor business, it has long since withdrawn from the consumer processor market, and AMD is still focusing on the PC market, including the CPU and The GPU has two major directions.
And, for any company that wants to buy AMD, it can't circumvent the Intel licensing agreement.
It is reported that AMD and Intel have a series of cross-licensing agreements in many aspects, and if they really want to acquire, they will face Intel.
What's more, few companies dare to eat AMD when the stock price is less than $2. Today, AMD is constantly bullish and continues to introduce new products. The possibility of selling is not likely.
Here are some netizens' hot comments:1. The so-called TI acquisition of AMD is completely impossible. TI's current strategy is actually to go to Moore's Law, no longer pursue advanced technology to maximize ROI, and can't see the significance of doing so. TI's acquisition of ADI is good, simulation. The industry is also increasingly demanding economies of scale. A brief analysis of what TI can buy from AMD, X86 CPU, this can only be used in PC and SEVER, PC is a shrinking market, SEVER to compete with INTC, it is very difficult, to know that TI has been an X86 CPU many years ago Finally, because of the lack of competitiveness, the 2.GPU acquisition of IMG is not simpler, why is it to acquire AMD for GPU, not to mention TI does not need GPU now?
2. It is true that Chinese companies will raise prices.
3, TI engages in gpu is not catching up, think of ways to combine fpga innovation on smart technology chip with dsp, there is hope, the acquisition of FPGA company is reasonable, think of ways to integrate its DSP to FPGA, and then to the embedded artificial intelligence platform Relying on it, otherwise the dsp business may be robbed by intel and nvidia in a few years.
4. Why are there such rumors? Now TI's logic devices are completely core of the EP embedded processor. Into the cruel market of pc and server, TI's heart is suffering. I feel that J5/J6 is the AP of HU. In autopilot, AP seems to be not the protagonist. Is GPU and algorithm more important?
5, TI is now a stable operator, with simulation, mixed signal, dedicated to medical, IoT and traditional front loading machine, enough to raise people.
6. See TI remembering one of their things. A few years ago, there was a sale that privately lends a part of TI China Labs' restrictions on exports to a large enterprise in Shenzhen, thinking that it is okay (the customer is a bit big sales estimate is performance pressure), and the result is that the access network FBI is discovered. A warning will be collected later to clean up the class.
7, TI will obviously not buy. .. of course this year, may not rule out the board brain into the water
8, it is estimated that intel will not agree
9, TI to do AR, VR layout?
10, really want to blend AI, unmanned craze, buy no one is better than buying AMD [æ‚ face], so many targets on the market, although the price looks expensive, but the value. Let me not talk about how to deal with this part of the PC. What is the share of AMD's GPUs on servers and cars?
Welcome netizens to discuss ~
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