AMD, Qualcomm ua cov software tsom mus rau kev yuav khoom raws li kev loj hlob hauv cov lag luam nti tau nug

"Yuav tsim kom muaj qhov chaw ua haujlwm zoo tshaj plaws nrog cov kev ua tau zoo tshaj plaws, kev ruaj ntseg, kev hloov pauv thiab tus nqi qis tshaj ntawm cov tswv cuab yuav tsum muaj ntau yam kev suav cav," AMD Tus Thawj Coj Lisa Su tau hais hauv nqe lus. "Tag nrho cov huab loj thiab OEM cov neeg siv khoom tau txais Epyc processors los txhawb lawv cov ntaub ntawv chaw muab khoom. Niaj hnub no, nrog peb tau txais Pensando, peb ntxiv cov kev pabcuam xa tawm rau peb cov CPU ua haujlwm siab, GPU, FPGA thiab hloov kho SoC portfolio. "

AMD's data-center chip lag luam tau loj hlob tsis tu ncua ntawm tus nqi siab dua li cov neeg sib tw Intel Corp.
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Rov qab rau Lub Ob Hlis, AMD tshaj tawm tias kev muag khoom los ntawm chav tsev uas suav nrog cov ntaub ntawv-chaw chips nce 75% kom tshem tawm $ 2 nphom los ntawm lub xyoo dhau los.

Maribel Lopez, tus thawj kws tshuaj ntsuam ntawm Lopez Research, hais rau MarketWatch, "Txhua tus xav tau ib daim ntawm cov ntaub ntawv-chaw ua haujlwm," "Nws yog kev lag luam loj hlob rau xyoo 2022 thiab dhau mus."

AMD lub lag luam tseem ceeb, cov khoos phis tawj ntawm tus kheej, tsis zoo li yog kev lag luam loj hlob tam sim no, vim tias muaj kev sib kis loj zuj zus tuaj. Lub tuam txhab tau txo qis los ntawm Barclays kws tshuaj ntsuam lub lim tiam dhau los vim qhov kev txhawj xeeb ntawd, uas tseem ua rau txo qis rau PC tuam txhab HP Inc.
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thiab Dell Technologies Inc.
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+ 1.19%

SAIB: Kev ntshai txog qhov kawg ntawm kev sib kis thoob ntiaj teb PC ua rau txo qis rau AMD, HP thiab Dell

Qualcomm tab tom tsom mus rau kev lag luam tsheb, qhov twg Nvidia Corp.
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tseem tab tom ua kev nqis peev loj, thaum tsis ntseeg txog kev lag luam smartphone tseem muaj. JP Morgan kws tshuaj ntsuam tshem tawm Qualcomm thiab Apple Inc.
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los ntawm lawv cov npe xaiv saum toj kawg nkaus lub lim tiam dhau los ntawm kev txhawj xeeb txog kev muag khoom ntawm smartphone.

Qualcomm tab tom ntxiv rau nws txoj kev lag luam pib nrog Los txog, tau kaw nws qhov teeb meem nyuaj nrog kev nqis peev SSW Partners hnub Monday. Rov qab rau lub Kaum Hli, Qualcomm thiab SSW Partners tau pom zoo kom tau Stockholm-based Veoneer Inc.
SE: VNE
rau $ 37 ib feem, lossis $ 4.5 nphom, nrog Qualcomm tau txais Arriver. Qhov kev qhia ntawd topped ib twb pom zoo-raws li buyout twv ntawm $31.25 los ntawm Magna International Inc.
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Tsawg tshaj li cuaj lub hlis ua ntej Qualcomm tshaj tawm Lub Kaum Hli, Veoneer thiab Qualcomm tau tsim Arriver los hais txog qhov yuav tsum tau muaj peev xwm thiab txhim kho nws tus kheej ecosystem software.

Hauv kev xam phaj, Qualcomm Tus Thawj Saib Xyuas Nyiaj Txiag Akash Palkhiwala tau hais rau MarketWatch nws tsis tuaj yeem tawm tswv yim txog qhov loj npaum li cas Tus Tuaj Txog yog ntawm $ 4.5 billion, ceeb toom tias lub tuam txhab yuav muab cov ntsiab lus nyiaj txiag ntau ntxiv hauv nws cov nyiaj tau los hu rau lub Plaub Hlis 27. Palkhiwala tau hais tias nrog Qualcomm tau txais Arriver hauv qhov kev pom zoo, SSW yuav nrhiav kev tshem tawm cov so ntawm Veoneer.

Tuaj txog yuav tsum pab Qualcomm txhim kho lub tshuab tsav tsheb tag nrho los muag rau cov tuam txhab pib, siv nws cov kev paub hauv smartphones, Palkhiwala hais rau MarketWatch.

"Dab tsi tshwm sim yog tias lub tsheb tau dhau los ua zoo li lub xov tooj smartphone ntawm lub log," Palkiwala hais rau MarketWatch. "Lawv txhua tus tau txuas nrog huab thiab lawv txhua tus xav tau Edge ua, uas zoo li cov xov tooj. Lub xov tooj yog cov cuab yeej sib txuas huab cua tshaj plaws nyob rau niaj hnub no, thiab cov tsheb tau zoo dhau los ua qhov ntawd. "

Palkiwala tau hais tias "Nws tsim lub sijhawm tshwj xeeb rau peb coj cov thev naus laus zis thiab cov khoom muaj nqis uas peb muaj hauv xov tooj thiab coj lawv mus rau hauv tsheb," Palkiwala tau hais.

Qualcomm tsis ntev los no tau tshaj tawm kev sib koom tes rau nws Cov Kev Pab Tsav Tsheb Advanced, lossis ADAS, software ntawm Snapdragon Ride platform nrog General Motors Co.
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BMW
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+ 0.63%,
Ferrari
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thiab Renault
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+ 0.69%.

RAU QHOV: Qualcomm txiav txim siab qhov kev tswj hwm kev tsav tsheb thaum kawg tau pib

AMD tau hais tias Pensando, uas yuav dhau los ua ib feem ntawm lub tuam txhab Data Center Solutions Group, yuav coj los ntawm Pensando CEO Prem Jain tam sim no. AMD cia siab tias qhov kev cog lus yuav kaw nyob rau lub quarter thib ob ntawm 2022. Cov lus tshaj tawm ntawm Pensando deal tuaj tom qab AMD kaw nws. loj heev $49 nphom tau txais Xilinx rau hnub Valentine.

"Qhov kev pom zoo zoo li ua rau muaj kev nkag siab, txhawb nqa AMD cov lag luam datacenter kev daws teeb meem nrog rau ntxiv dag zog rau lawv cov smartNIC portfolio (Pensando's Distributed Services Card muab yuav tsum ntxiv rau Xilinx cov khoom ntawm no)," Bernstein tus kws tshuaj ntsuam Stacy Rasgon tau sau rau hauv ib daim ntawv. "Thiab tus nqi $ 1.9B zoo li yooj yim tswj tau muab lub tuam txhab $ 3.6B cov nyiaj ntsuab tam sim no thiab peb lub hlis twg [dawb nyiaj ntws] khiav-tus nqi uas tau nrawm dua $ 1B + (yog li peb tsis xav tias peb pom cov lus piav qhia tshiab yuav rov qab los cuam tshuam. los ntawm deal).

Rasgon muaj qhov ua tau zoo tshaj plaws thiab tus nqi $ 150 lub hom phiaj ntawm AMD cov khoom lag luam.

Shares ntawm AMD tau nce ntau dua 2%, thaum Qualcomm shares siab tshaj 4% nyob rau hnub Monday trading.