AMD 市值凌駕英特爾史上首見 - 3C

By Isla
at 2022-02-17T12:54
at 2022-02-17T12:54
Table of Contents
吃賽靈思大補丸,AMD 市值凌駕英特爾史上首見
https://bit.ly/3Bp3Biw
AMD 完成半導體史上最大規模併購案,砸下 490 億美元將可程式邏輯元件(FPGA)廠商賽靈思(Xilinx)納入旗下,讓 AMD 市值一舉超過宿敵英特爾(Intel),為 AMD 創立後首見。
Tom′s Hardware 16日報導,15日美股收盤為止,AMD市值為1,977.5億美元,凌駕英特爾1,972.4億美元。AMD吃下賽靈思後,賽靈思2.5億股股票將轉為4.28億股AMD新股,加上AMD原本發行的12億股股票,總股數到16.28億股,市值奔至近2,000億美元,比英特爾高5,100萬美元。
猶記得6年前AMD仍在破產邊緣掙扎,不過隨著革命性Zen架構CPU發表,AMD勵精圖治、東山再起,如今CPU市占締造史上新高,賺到足夠銀彈啟動半導體業最大收購案。
需注意的是,英特爾規模仍超過AMD,英特爾在整體x86市占率達75%,且年度營收和獲利均高過AMD。
從AMD市值可見,投資人對公司成長前景的樂觀程度更勝英特爾。股民大有理由看多AMD,AMD併購賽靈思後,產品組合更多元化,可切入高利潤新市場,如自駕車、航太、5G/電信、物聯網(IoT)等。
賽靈思體質強健,去年第三季營收破歷史新高。英特爾對應競爭部門「可程式解決方案事業部」(Programmable Solutions Group,PSG),市占遭賽靈思不斷蠶食鯨吞。英特爾最新財報會議表示,2021年PSG部門受供應鏈瓶頸衝擊,額外營收將減少5億美元。
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All Comments

By Jack
at 2022-02-15T12:21
at 2022-02-15T12:21

By Belly
at 2022-02-18T21:37
at 2022-02-18T21:37
家節目了

By Cara
at 2022-02-15T12:21
at 2022-02-15T12:21

By Mary
at 2022-02-18T21:37
at 2022-02-18T21:37

By Oscar
at 2022-02-15T12:21
at 2022-02-15T12:21

By Dinah
at 2022-02-18T21:37
at 2022-02-18T21:37

By George
at 2022-02-15T12:21
at 2022-02-15T12:21

By Tom
at 2022-02-18T21:37
at 2022-02-18T21:37
22億美金,Intel市值1640億美金。
昨天AMD的市值是1996億美金,Intel
市值1972億美金。

By Erin
at 2022-02-15T12:21
at 2022-02-15T12:21
中達到什麼樣的功能啊XD

By Genevieve
at 2022-02-18T21:37
at 2022-02-18T21:37

By Noah
at 2022-02-15T12:21
at 2022-02-15T12:21
但AMD推Su當董事長,表明絕對肯定

By Heather
at 2022-02-18T21:37
at 2022-02-18T21:37

By Heather
at 2022-02-15T12:21
at 2022-02-15T12:21

By Dorothy
at 2022-02-18T21:37
at 2022-02-18T21:37

By Daph Bay
at 2022-02-15T12:21
at 2022-02-15T12:21

By Iris
at 2022-02-18T21:37
at 2022-02-18T21:37
Intel也有提出一樣的講法但是因為
Fab是Intel的驕傲所以Keller只能火
而且GF不就搞得AMD苦不堪言嗎XD

By Olivia
at 2022-02-15T12:21
at 2022-02-15T12:21
前任RR艱困銷減成本沒功勞也有苦勞
我記得Jim一開始去AMD是要做ARM
另外Jim去年受訪說他不算Zen之父
比較像叔叔的角色

By Anthony
at 2022-02-18T21:37
at 2022-02-18T21:37
公司都快倒了,大樓也賣了,
旁觀者可以很輕鬆思考,當事人呢?

By Skylar DavisLinda
at 2022-02-15T12:21
at 2022-02-15T12:21

By Jack
at 2022-02-18T21:37
at 2022-02-18T21:37

By Dora
at 2022-02-15T12:21
at 2022-02-15T12:21

By Queena
at 2022-02-18T21:37
at 2022-02-18T21:37
敢接爛攤都不是什麼簡單人物

By Leila
at 2022-02-15T12:21
at 2022-02-15T12:21

By Tracy
at 2022-02-18T21:37
at 2022-02-18T21:37

By Ingrid
at 2022-02-15T12:21
at 2022-02-15T12:21
術再強也要上面支持呀。決策有限的
資源要壓誰最難,還要頂住董事會壓
力。

By Xanthe
at 2022-02-18T21:37
at 2022-02-18T21:37
但訪談還有提到很多名字,
把他當成一個團隊辛勤工作的成功也
未嘗不可。

By Ula
at 2022-02-15T12:21
at 2022-02-15T12:21
以看

By Gary
at 2022-02-18T21:37
at 2022-02-18T21:37

By Cara
at 2022-02-15T12:21
at 2022-02-15T12:21
AnandTech 去年有專訪過 Mike Clark

By Poppy
at 2022-02-18T21:37
at 2022-02-18T21:37

By Steve
at 2022-02-15T12:21
at 2022-02-15T12:21

By Selena
at 2022-02-18T21:37
at 2022-02-18T21:37

By Regina
at 2022-02-15T12:21
at 2022-02-15T12:21

By Una
at 2022-02-18T21:37
at 2022-02-18T21:37
484該把辣葛男人的晶
圓廠買回來惹?

By Victoria
at 2022-02-15T12:21
at 2022-02-15T12:21

By Elvira
at 2022-02-18T21:37
at 2022-02-18T21:37

By Jessica
at 2022-02-15T12:21
at 2022-02-15T12:21

By Oscar
at 2022-02-18T21:37
at 2022-02-18T21:37

By Harry
at 2022-02-15T12:21
at 2022-02-15T12:21
吧。AMD這種規模遠不如Intel的公司
要打仗,就絕不可能四處點戰火,一
定要選自己最擅長的地方打仗。所以
鎖定HPC做為公司的主要目標,就是
集火做到最強。現在購買賽靈思,也
是要繼續擴大AMD在伺服器方面的競
爭力。

By Rae
at 2022-02-18T21:37
at 2022-02-18T21:37

By Callum
at 2022-02-15T12:21
at 2022-02-15T12:21
救了AMD一把。把賽靈思吃下也是壯大

By Margaret
at 2022-02-18T21:37
at 2022-02-18T21:37

By Aaliyah
at 2022-02-15T12:21
at 2022-02-15T12:21

By Kama
at 2022-02-18T21:37
at 2022-02-18T21:37

By Lily
at 2022-02-15T12:21
at 2022-02-15T12:21

By Kama
at 2022-02-18T21:37
at 2022-02-18T21:37

By Delia
at 2022-02-15T12:21
at 2022-02-15T12:21

By Doris
at 2022-02-18T21:37
at 2022-02-18T21:37

By Robert
at 2022-02-15T12:21
at 2022-02-15T12:21

By Quanna
at 2022-02-18T21:37
at 2022-02-18T21:37

By Aaliyah
at 2022-02-15T12:21
at 2022-02-15T12:21
不是GF獨立
因為剝離後還是被合約綁住
查了一下是從12年開始執行到現在
所以也是一半算RR的苦勞

By Sandy
at 2022-02-18T21:37
at 2022-02-18T21:37

By Madame
at 2022-02-15T12:21
at 2022-02-15T12:21
若AMD2021出貨5NM TSMC 則INTEL的10

By Sarah
at 2022-02-18T21:37
at 2022-02-18T21:37
現7NM廠也是等著虧爆 看AMD下不下單

By Queena
at 2022-02-15T12:21
at 2022-02-15T12:21
AMD強到晚下單5NM 給INTEL生路

By Genevieve
at 2022-02-18T21:37
at 2022-02-18T21:37

By Victoria
at 2022-02-15T12:21
at 2022-02-15T12:21

By Mary
at 2022-02-18T21:37
at 2022-02-18T21:37

By Victoria
at 2022-02-15T12:21
at 2022-02-15T12:21
程實在太貴,i皇如果分割fab,市值

By Belly
at 2022-02-18T21:37
at 2022-02-18T21:37

By Ida
at 2022-02-15T12:21
at 2022-02-15T12:21
,所以也只能咬牙苦撐,努力救Fab

By Charlie
at 2022-02-18T21:37
at 2022-02-18T21:37
接的時候,不看好公司未來的人都走
了,使蘇媽以技術為導向的新公司文
化能順利執行

By Donna
at 2022-02-15T12:21
at 2022-02-15T12:21
的方式差很多,i皇現在也有組織肥大
的問題,但pat也不敢亂裁員,他還需
要仔細觀察那些專案團隊是真正有用
的,並且吸引更多人才進去

By Kumar
at 2022-02-18T21:37
at 2022-02-18T21:37

By Olive
at 2022-02-15T12:21
at 2022-02-15T12:21
反而靠台積超車了 intel

By Carol
at 2022-02-18T21:37
at 2022-02-18T21:37
難道馬斯客是親自造車 造火箭?

By Mia
at 2022-02-15T12:21
at 2022-02-15T12:21

By Hedy
at 2022-02-18T21:37
at 2022-02-18T21:37

By Odelette
at 2022-02-15T12:21
at 2022-02-15T12:21

By Barb Cronin
at 2022-02-18T21:37
at 2022-02-18T21:37
因為AMD太強的話 收購賽靈斯將被擋

By Emma
at 2022-02-15T12:21
at 2022-02-15T12:21

By Lucy
at 2022-02-18T21:37
at 2022-02-18T21:37

By Ursula
at 2022-02-15T12:21
at 2022-02-15T12:21
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