英媒:輝達擬砸1.58兆 最快夏末收購安謀 - 股票
By Carolina Franco
at 2020-08-17T05:55
at 2020-08-17T05:55
Table of Contents
※ 引述《hvariables (Speculative Male)》之銘言:
: 心得/評論:
: 如果美國晶片商輝達(Nvidia)能夠成功收購安謀(Arm),這將會是股票的利多。
有句老話
可以賣IC 誰要賣IP
老黃買惹arm
可以從幾方面來看
1.老黃拿到捨摸?
優秀的CPU核心架構&團隊
當前環境 Q康三星都退出CPU架構研發
改用arm本家
這種團隊非常稀少惹
還有mali的市場
有助於拓展老黃的gaming霸權
2.手機市場
目前所有安卓手機cpu
Q康 大M 海思等等
都是買arm架構惹
gpu的話q康自己有 三星找蘇媽
未來老黃肯定把geforece塞到mali客戶嘴裡
除非拜登真的上台放過海思一馬
不然老黃肯定會玩到大M難受想哭
3.其他市場
當下最有想像空間的
就是arm server惹
不過經歷惹幾年折騰
目前arm server推向市場比較成功的
恐怕只有amazon自製晶片
也可以說恐怕只有cloud大廠自製晶片比較有機會活下來
好惹
按老黃的個性
一定玩到大家都沒得賺 只有他自己賺
結果一樣沒啥人想用
很難威脅到x86
不過這些推測沒葛三五年大概看不到喇
短期中期0影響八
頂多老黃股價炒一波
--
: 心得/評論:
: 如果美國晶片商輝達(Nvidia)能夠成功收購安謀(Arm),這將會是股票的利多。
有句老話
可以賣IC 誰要賣IP
老黃買惹arm
可以從幾方面來看
1.老黃拿到捨摸?
優秀的CPU核心架構&團隊
當前環境 Q康三星都退出CPU架構研發
改用arm本家
這種團隊非常稀少惹
還有mali的市場
有助於拓展老黃的gaming霸權
2.手機市場
目前所有安卓手機cpu
Q康 大M 海思等等
都是買arm架構惹
gpu的話q康自己有 三星找蘇媽
未來老黃肯定把geforece塞到mali客戶嘴裡
除非拜登真的上台放過海思一馬
不然老黃肯定會玩到大M難受想哭
3.其他市場
當下最有想像空間的
就是arm server惹
不過經歷惹幾年折騰
目前arm server推向市場比較成功的
恐怕只有amazon自製晶片
也可以說恐怕只有cloud大廠自製晶片比較有機會活下來
好惹
按老黃的個性
一定玩到大家都沒得賺 只有他自己賺
結果一樣沒啥人想用
很難威脅到x86
不過這些推測沒葛三五年大概看不到喇
短期中期0影響八
頂多老黃股價炒一波
--
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