AMD併購賽靈思 - 3C

By William
at 2020-10-27T18:57

Table of Contents

來源：https://seekingalpha.com/news/3626225-amd-to-acquire-xilinx

AMD (NASDAQ:AMD) and Xilinx (NASDAQ:XLNX) announced they have entered into a
definitive agreement for AMD to acquire Xilinx in an all-stock transaction
valued at $35 billion.

Expands AMD’s rapidly growing data center business.

Xilinx, the No. 1 provider of adaptive computing solutions, increases AMD TAM
to $110 billion.

Immediately accretive to AMD margins, cash flow and EPS.

All-stock transaction with combined enterprise value of ~$135B.

翻譯：AMD用35B買下賽靈思，XLNX股東可拿到AMD股票

--
心得：賽____思啦，股價崩崩

CPU剛要起飛就開始亂玩了QQ

--

Tags: 3C

All Comments

By Erin
at 2020-10-28T19:56

八卦才多久就真的買了

By Hedda
at 2020-11-02T05:15

AMD跌 xilinx 漲

By Dorothy
at 2020-11-02T19:35

我25%AMD 幫QQ

By Tracy
at 2020-11-05T08:46

我知道啊
Xilinx shareholders will receive about 1.7 share
s of AMD common stock for each share of Xilinx c
ommon stock
有夠多==

By Thomas
at 2020-11-06T14:56

賽靈老思哈哈

By Zenobia
at 2020-11-09T05:53

這樣交易蘇媽是賺到還是虧本

By Skylar DavisLinda
at 2020-11-12T16:00

等台積買下amd

By Carolina Franco
at 2020-11-13T12:06

我覺得短期虧與長期高

By Lucy
at 2020-11-15T21:40

99AMD

By Sarah
at 2020-11-20T13:28

350億美元耶蘇媽報復性消費

By Caroline
at 2020-11-22T13:34

蘇媽每次出手都要驚動市場= =

By Una
at 2020-11-25T03:45

看起來蘇媽鑽石暫時不會變更大顆了

By Puput
at 2020-11-26T20:58

為了對抗i皇，豁出去了

By Delia
at 2020-11-27T18:08

這要認列蠻多商譽吧！

By Edwina
at 2020-12-01T05:27

以前也是趁股票不錯時併ATi

By Andrew
at 2020-12-04T16:34

算賺到

By Frederic
at 2020-12-05T04:02

SoC FPGA非常有潛力, 目前只有Intel和Microchip

By Wallis
at 2020-12-06T15:17

AMD現金流有辦法這樣亂買嗎

By Kelly
at 2020-12-07T09:14

它是換股併購不是真的出現金吧

By Kama
at 2020-12-07T10:15

有能力推出, 現在AMD也加入. 希望AMD不同的產品線.

By Kumar
at 2020-12-12T07:39

這個案子中國應該沒法有意見吧
美商併美商沒改變什麼

By Daph Bay
at 2020-12-16T22:56

就不是用現金買的阿

By Andrew
at 2020-12-19T09:56

以後該不會有客制CPU+GPU+FPGA

By David
at 2020-12-22T13:55

這中國一樣可以審，但預料會放行

By Wallis
at 2020-12-23T21:21

看了一下是全股票交易？還可以這樣玩喔XD

By Carol
at 2020-12-24T17:01

弔詭的地方就是要中國同意, 之前博通併高通就是中國
不准所以沒過

By Hardy
at 2020-12-28T14:37

還好AMD我早賣了

By Sandy
at 2020-12-28T21:26

博通併高通中國後來同意了它只想刁難
但美商已放棄不併了
時機已過了

By Caroline
at 2020-12-29T03:09

台灣也能管只是通常會放行

By Lucy
at 2020-12-31T21:32

這種應該不牽涉什麼壟斷
A跟X都沒有壟斷市場疑慮
Arm那個比較敏感

By Thomas
at 2021-01-04T09:08

是交換股票，對蘇媽帳上現金沒影響，一樣看100元，
逢低撿

By Aaliyah
at 2021-01-06T06:33

籌碼稀釋了，只好先跌

By Una
at 2021-01-08T00:03

這個一定過啦～

By Candice
at 2021-01-11T00:14

溢價換股當然跌之前兩個例子ADI TDOC 都一樣

By Ophelia
at 2021-01-13T15:59

終於有 amd 的 soc 了？可是arm 在nvidia, 難不成
要買NI ?

By Iris
at 2021-01-18T06:06

短空長多吧

By Jacky
at 2021-01-19T07:40

買賽靈斯很好啊跟GG一起打被I皇綁死在14nm的阿提拉

By Jake
at 2021-01-20T00:06

賽盤前11% 666

By Daniel
at 2021-01-21T14:48

FPGA市場就會變賽靈斯一家獨大了阿提拉只能吃屎

By William
at 2021-01-26T01:14

四大FPGA公司就剩Lattice了, 看Nvidia會不會出手

By Kama
at 2021-01-29T18:51

就把股東當盤子阿,才剛要擺脫負債就報復性消費

By Yedda
at 2021-01-30T23:24

蘇媽之前還在講賺錢了要想辦法回饋股東
結果現在就是把股東當韭菜割要你繼續共體時艱

By Michael
at 2021-02-03T21:38

等I皇12代出來，你們就知道為啥蘇媽那麼積極，建議
等11代發表時逢低檢牙膏

By Ula
at 2021-02-06T20:36

12如果不給gg做我看只是吹狗螺

By Anonymous
at 2021-02-10T06:43

股價拉起來了猛猛猛

By Dora
at 2021-02-14T05:44

不用砸錢改架構啦先包下GG的先進製程比較快XD

By Skylar Davis
at 2021-02-15T08:21

amd會變gg最大客戶嗎

By Catherine
at 2021-02-16T23:22

AMD啥時要漲破百喇幹==

By Adele
at 2021-02-21T08:00

有版友整理過了幾家資料中心代表性的標的財報重點
，就只有Intel是在那邊扯疫情打臉業績，這種在財
務報告會議上欺騙的行為我看該下去了。另外盤前
拉回$80了，教主的韭字箴言唸起來！

By Odelette
at 2021-02-24T18:03

很好啊有戰略有野心看遠一點好嗎

By Rebecca
at 2021-02-28T19:16

不可能沒做起來 I買阿提拉跟蘇媽買賽靈斯理由是一樣

By Daph Bay
at 2021-03-03T13:56

的 FPGA對CPU來說是很重要的助力尤其是對server跟

By Jacky
at 2021-03-06T05:19

supercomputer而言能領先深度整合起來的就是贏家
阿提拉原本跟GG合作前途光明被I皇一買就只能跟著用

By Thomas
at 2021-03-09T16:30

要拼運算領域了

By Eden
at 2021-03-13T17:45

外界普遍其實不看好這比收購

By Hardy
at 2021-03-17T12:20

I皇家爛爆的14nm 這幾年已經被賽靈斯+GG超車了

By Genevieve
at 2021-03-20T10:48

蘇媽買賽靈斯再怎麼樣都不會變成失敗產品因為賽靈

By Dora
at 2021-03-21T21:53

斯靠A家的量可以跟GG拿到更好的交期跟價格怎樣都不
會虧畢竟FPGA算起來量不夠大先進製程對FPGA來說太

By Irma
at 2021-03-24T20:28

... 吃XLNX 就是要同步車掉INTC的FPGA部門

By Emily
at 2021-03-26T19:43

阿提拉真的很可憐被買以後越來越慘

By Ingrid
at 2021-03-29T07:03

FPGA 雖然一直都有穩定的市場，不過沒什麼太大的成
長性

By Frederica
at 2021-04-03T00:51

貴現在是賽靈斯分母被加大了成本就下來了

By Isabella
at 2021-04-04T10:13

貿易戰對XLNX價位的打壓效果已經在減少惹不趁現在
撈便宜以後就貴鬆鬆惹

By Wallis
at 2021-04-04T22:44

AI目前還是以老黃GPU為主流未來性則是看好各家自己

By Ingrid
at 2021-04-05T23:57

現在的確是個買點阿，至於成敗看後續發展

By Emily
at 2021-04-09T05:35

研發的ASIC FPGA就不上不下的尷尬
FPGA AI研究用最多好像是微軟

By Frederica
at 2021-04-11T05:47

干 QQ

By Mason
at 2021-04-12T03:34

總之看戲 AMD直上120

By Wallis
at 2021-04-14T06:35

FPGA還有美國軍方這個大頭在後面撐著呢絕對死不了

By Audriana
at 2021-04-16T22:12

Server每台都要用FPGA/CPLD,買XLNX很合理阿

By Hedda
at 2021-04-20T00:11

FPGA死不了看成長性不看好

By Catherine
at 2021-04-22T23:37

這筆收購還是需要中國審核會不會過也還有變數

By Franklin
at 2021-04-24T16:55

一定得買但因為一定得買所以買的貴了點
不買放任老黃A100 DPU SmartNIC發展下去

By Callum
at 2021-04-26T09:03

哇幹嚇死我

By Thomas
at 2021-04-28T19:58

繼續看下去吧真的交易完成也是明年以後的事了

By Mason
at 2021-04-30T22:37

之後只能旁邊玩沙

By Rae
at 2021-05-02T04:58

GY蘇媽

By Ivy
at 2021-05-06T12:29

老黃GPU現在最大對手是各家自己開發的深度學習ASIC

By Damian
at 2021-05-09T01:28

FPGA對CPU來說哪有什麼助力, 對server來說更是沒用

By Thomas
at 2021-05-13T02:29

蘇媽傳奇第二部準備開播

By Isla
at 2021-05-13T13:20

不說ㄌ趁AMD亂漲XLNX買起來

By Thomas
at 2021-05-15T00:17

Intel和Microchip推出的都是SoC FPGA

By Faithe
at 2021-05-17T00:36

FPGA現在很多拿來做高頻交易吧封包進來馬上丟出去

By Margaret
at 2021-05-17T02:34

以前下單機要走到CPU再出來太慢現在FPGA搭網卡加速

By Andy
at 2021-05-18T17:35

現在很多這種需要FPGA的情境又不可能開ASIC的啦
應該是會成長但是多快多大不好說

By Suhail Hany
at 2021-05-19T00:16

FPGA單晶片的成長速度大不好說, 但SoC FPGA絕對是
潛力

By Andrew
at 2021-05-20T05:56

QQ 買200股手殘買成2000 一買就跌要吃屎了

By Andrew
at 2021-05-24T04:15

FPGA就給中小企業玩的呀，可以依據客戶需求來更新，

By Damian
at 2021-05-26T20:15

https://i.imgur.com/R2lXWHP.jpg 完了超級反指標
一買就跌

By Noah
at 2021-05-28T08:07

2000股賽林思本真厚

By Bethany
at 2021-05-31T00:06

買XLNX?美股這種反應迅速的市場，沒啥肉吧

By Sierra Rose
at 2021-06-03T23:39

想說亂算給他直接80*1.7也有136 買在134吃個肉也好
本來只要買個三五百股吃一點肉賺生活費現在吃屎了

By Annie
at 2021-06-04T13:27

2000股賽靈思本好厚啊

By Emily
at 2021-06-07T02:24

https://i.imgur.com/JBi2Jq8.jpg 跌幅吃好吃滿==

By Heather
at 2021-06-09T16:23

真的是報復性消費 XD

By Catherine
at 2021-06-13T15:00

啊我就爛阿當沖投機仔這下吃屎了

By Lauren
at 2021-06-18T06:25

帳面虧一萬了ˊ口ˋ

By Olga
at 2021-06-18T16:49

塞林老師真的吐了

By Mason
at 2021-06-21T15:04

高階fpga真滴一片一棟房子

By Noah
at 2021-06-22T16:45

這是要做dc用的smart nic
https://kknews.cc/zh-tw/code/b3egqkn.html

By Isla
at 2021-06-23T13:27

原則上就是和n對幹,不過n買的m很強的

By Eden
at 2021-06-26T15:31

兩天損了30w..

By Harry
at 2021-07-01T07:35

對Xilnix好像只有好處沒有壞處
它還是繼續做FPGA 繼續下單GG

By Adele
at 2021-07-01T10:47

不像Altera被i皇併了強迫用14nm
A家早就Fabless,合併還可以一起議價

By Skylar DavisLinda
at 2021-07-03T22:15

雖然GG大概也不會給多少折扣...
GG:不爽不要排隊難道你要用三星.

By Megan
at 2021-07-06T06:57

消息傳好久終於動手官方證實了

By Agnes
at 2021-07-08T14:06

改名MAD好惹

By Christine
at 2021-07-08T17:07

對岸說叫TMD

AMD併購賽靈思 - 3C

All Comments

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