Re: [新聞] 英特爾業績螺旋式下滑!傳高通有意收
相對於Qualcomm,我覺得AMD應該更適合處理Intel的困境。
對前者來說,雖然吃掉Intel的設計部門有助於切入x86系統中的pc/nb/data center,但
要成功把foundry甩給第三方感覺很難,畢竟Intel的foundry應該沒怎麼做過Qualcomm手
上的東西,特別是手機或nb這種講究能效的處理器,Intel感覺真的缺少經驗也不太行,
如果沒有像當初AMD切foundry時承諾分配產能這樣,很難想像誰會願意幫忙吃Foundry。
對後者來說,吃掉Intel的設計部門意味著在x86市場中一統江湖,不只有助於本身的設計
業務,在套裝pc/nb市場上,Intel應該也有AMD比較需要加強的部分,而且AMD自己就曾經
順利把foundry甩給GF了,如果把一些比較不重要的產品線承諾給切出去的Intel foundry
,東西類似應該也比較有機會。
不過就不知道AMD和Intel這兩個老對手有沒有這個意願,而且壟斷監管也會是更大的問題
,畢竟這可是壟斷x86。
Intel如果最後在這個時間點還是走向被併購後拆解,那根本就不該找Pat回來,當初估值
還可以、問題還不大時,直接拆分問題還比較簡單、成功率比較高,搞到現在花一堆錢又
搞爛估值,真的得不償失,當然Intel也可以繼續把賭注放在18A和AWS,但如果自己都評
估要到2027才有有意義的外部營收/獲利,以Foundry這種高資本支出又不斷迭代更新的產
業,真的不一定撐得到那時候。
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補個股點,這種時候,只要持有2330在旁邊吃爆米花看電影就可以了XD
https://i.imgur.com/H2E9rn2.jpeg
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※ 編輯: cookie1216 (1.169.80.236 臺灣), 09/21/2024 23:03:40
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