AMD Tshuag: AMD yuav Xilinx ncua sij hawm los ntawm kev tshuaj xyuas

Txhawj Advanced Micro Devices (AMD) tseem cia siab tias yuav ua tiav nws qhov kev yuav khoom ntawm Xilinx (XLNX) tab sis kev tshuaj xyuas kev tswj hwm tau siv sijhawm ntev dua li qhov xav tau. AMD Tshuag poob rau hnub Friday.

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Santa Clara, Calif.-based AMD tshaj tawm nws txoj kev npaj yuav ntawm San Jose, Calif.-based Xilinx thaum Lub Kaum Hli 2020. Thaum lub sijhawm, tag nrho cov khoom lag luam muaj nqis txog $ 35 nphom. Cov tuam txhab qub xav tias qhov kev hloov pauv yuav raug kaw thaum kawg ntawm 2021.

Txawm li cas los xij, hnub Thursday lig, AMD thiab Xilinx tau hloov kho cov xwm txheej ntawm qhov kev pom zoo, hais tias tam sim no yuav tsum kaw thaum ntxov 2022.

"Peb txuas ntxiv ua qhov kev vam meej zoo ntawm qhov yuav tsum tau muaj kev pom zoo los kaw peb cov kev lag luam," cov tuam txhab tau hais hauv kev tshaj tawm xov xwm sib koom. "Txawm hais tias yav dhau los peb tau cia siab tias peb yuav tau txais txhua qhov kev pom zoo los ntawm qhov kawg ntawm 2021, peb tseem tsis tau ua tiav cov txheej txheem thiab tam sim no peb cia siab tias qhov kev sib pauv yuav raug kaw nyob rau thawj peb lub hlis twg ntawm 2022. Peb cov kev sib tham nrog cov neeg tswj xyuas txuas ntxiv ua haujlwm tau zoo, thiab peb cia siab tias yuav tau txais txhua qhov kev pom zoo uas xav tau. "

Tuam Tshoj Stalls kev pom zoo

Amid US-Tuam Tshoj kev lag luam tensions, semiconductor deals tau ntsib teeb meem kev pom zoo los ntawm Suav regulators.

Wedbush Securities tus kws tshuaj ntsuam Matt Bryson tau hais tias "Tuam Tshoj tseem yog qhov txwv tsis pub nrog nws lub cev tswj hwm tseem tsis tau kos npe tawm ntawm qhov kev pom zoo," Wedbush Securities kws tshuaj ntsuam Matt Bryson tau hais hauv tsab ntawv rau cov neeg siv khoom. "Peb tseem cia siab tias qhov kev pom zoo yuav raug pom zoo thaum kawg vim tias tsis muaj kev txhawj xeeb ntawm kev lag luam meej."

Bryson tus nqi AMD Tshuag li outperform nrog tus nqi phiaj ntawm 165.

Ntawm kev lag luam Tshuag hnub no, AMD Tshuag poob 0.9% rau 143.90. Xilinx Tshuag poob 0.9% rau 212.03.

Xov Xwm Zoo Rau AMD Tshuag

Rosenblatt Securities tus kws tshuaj ntsuam Hans Mosesmann hais tias qhov kev ncua sijhawm ntawm kev pom zoo tsis yog qhov xav tsis thoob.

"Peb ntseeg tias qhov ncua sij hawm los ntawm qhov kawg ntawm 2021 txog Q1 2022 tau dhau los ua kev pom zoo," nws hais hauv tsab ntawv rau cov neeg siv khoom. "Qhov tseeb tias AMD tseem muaj kev tsim kho ntawm kev ua tiav yog qhov zoo rau kev sib koom."

Mosesmann tus nqi AMD Tshuag li yuav nrog tus nqi phiaj ntawm 180.

AMD thiab Xilinx tau hais tias cov nqe lus ntawm kev lag luam tsis tau hloov pauv. Xilinx cov tswv cuab yuav tau txais 1.7234 shares ntawm AMD cov khoom lag luam rau txhua feem ntawm Xilinx cov khoom lag luam uas lawv tuav. Tom qab qhov kev pom zoo kaw lawm, tam sim no AMD cov tswv lag luam yuav muaj 74% ntawm cov tuam txhab ua ke, thaum Xilinx cov tswv cuab yuav muaj 26%.

AMD tau hais tias Xilinx yuav yuav pab nws nthuav nws cov ntaub ntawv-chaw ua lag luam. Xilinx tshwj xeeb hauv programmable logic chips. AMD ua cov txheej txheem hauv nruab nrab thiab cov txheej txheem duab rau cov khoos phis tawj thiab cov servers.

Tom ntej no rau AMD yog nws qhov kev nthuav qhia virtual ntawm CES 2022 hnub Tuesday. Thaum lub webcast, AMD Tus Thawj Coj Lisa Su yuav nthuav tawm lub tuam txhab tshiab Ryzen processors thiab Radeon cov khoom lag luam duab.

Ua raws li Patrick Seitz ntawm Twitter ntawm @IBD_PSeitz rau cov dab neeg ntxiv ntawm cov neeg siv khoom thev naus laus zis, software thiab cov khoom lag luam semiconductor.

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