AMD跟賽林思洽談併購中 - 股票

By Wallis
at 2020-10-09T13:53
at 2020-10-09T13:53
Table of Contents
※ 引述《ty67 (請站內信)》之銘言:
: https://www.wsj.com/articles/amd-is-in-advanced-talks-to-buy-xilinx-1160220555
: 3
: https://tinyurl.com/yxfb22nj
: 併購金額約300億美元
: 之前就有討論過了 不過沒進展
: 最近又開始重啟談判
: 最快可能下週有新進展
我直說惹
我認為是X想賣 蘇媽不太想花大錢
X近來營收一直下滑
跟中美對立有關
華為被封死
5G沒起色
另一方面
AI被老黃跟眾家asic輪姦
整葛fpga都不太蘇胡
amd十幾年前買惹ati之後
債務纏身要死不活那摸多年
直到最近才舒服惹點
蘇媽對借大錢這件事肯定投鼠忌器
真要買 講價應該會講很久
而且fpga業務跟amd關聯性不大
雖然說在server上有一點算合作
也就一點合作而以
然後收一些AI人才
短期間也看不到啥用
好玩的是xilinx裡面一堆amd跑去的
要是真併惹
又齊聚一堂
冤家路窄@@
雖然說也不是捨摸新鮮事就是惹
= =
--
: https://www.wsj.com/articles/amd-is-in-advanced-talks-to-buy-xilinx-1160220555
: 3
: https://tinyurl.com/yxfb22nj
: 併購金額約300億美元
: 之前就有討論過了 不過沒進展
: 最近又開始重啟談判
: 最快可能下週有新進展
我直說惹
我認為是X想賣 蘇媽不太想花大錢
X近來營收一直下滑
跟中美對立有關
華為被封死
5G沒起色
另一方面
AI被老黃跟眾家asic輪姦
整葛fpga都不太蘇胡
amd十幾年前買惹ati之後
債務纏身要死不活那摸多年
直到最近才舒服惹點
蘇媽對借大錢這件事肯定投鼠忌器
真要買 講價應該會講很久
而且fpga業務跟amd關聯性不大
雖然說在server上有一點算合作
也就一點合作而以
然後收一些AI人才
短期間也看不到啥用
好玩的是xilinx裡面一堆amd跑去的
要是真併惹
又齊聚一堂
冤家路窄@@
雖然說也不是捨摸新鮮事就是惹
= =
--
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