Has AMD completed its takeover of Sirens?

2022-04-28 0 By

On February 14, AMD announced the completion of its acquisition of Xilinx in an all-stock transaction.Upon completion of the acquisition, Silas shareholders will receive 1.7234 shares of AMD common stock for each share of Silas common stock, and Silas common stock will no longer trade on the NASDAQ Stock Market.The acquisition, announced on October 27, 2020, will see AMD acquire Sirens in an all-stock transaction valued at $35 billion.The deal is estimated to be worth $50 billion, based on the value of the current share transaction.AMD will also be able to offer cpus, Gpus and FPgas in the global market.Victor Peng, former CEO of Selynx, will join AMD as president of the newly formed Adaptive and Embedded Computing Group (AECG).In the view of the industry, the end of this merger also means that the global semiconductor mega-mergers and acquisitions will come to an end, the strict regulatory review of global chip maker mergers and the slowdown of semiconductor growth cycle will make more giants to “capture” the market of small and medium-sized chip companies.Under Chief Executive Zifeng Su, who took over in 2014, AMD has turned around its fortunes in the past few years, taking more share from longtime rival Intel.AMD’s market share of processors, including custom chips for game consoles and semiconductors for the Internet of things, reached a record high of 25.6% in the fourth quarter of 2021, according to Mercury Research.While Intel’s chips still dominate the market, they don’t have the technological edge they once did.AMD’s market share has been boosted by a decision to outsource chip manufacturing to TSMC.Different from Intel’s difficulty in producing 10nm products in recent years, TSMC, which only makes OEM chips, has already shipped 5nm products on a large scale.The technology lead has also won AMD more customers.Starting in q3 of 2020, Microsoft Azure deployed AMD products to 18 geographies and 9 availability regions and launched new data analytics services powered by second-generation EPYC processors;Amazon unveiled multiple new high-performance AMD cases, while Google announced the widespread availability of its cloud security virtual machine, which was exclusively supplied by the second generation EPYC processor.But to grab a bigger slice of the data oil era, AMD will need to pursue more business opportunities.”AMD is going to have to make some acquisitions if they’re going to compete with Intel or Nvidia.””AMD’s competitiveness in many markets is limited by cpus and Gpus, especially in AI applications,” an industry insider told reporters.”So it makes sense for AMD to acquire Sirens, because Sirens has been very active in the reasoning side of AI in recent years, and Sirens has good performance in 5G networks, industrial automation, autonomous driving and other areas, which can expand AMD’s business.”In addition, as a leader in FPgas, The commercial value of Silas has also emerged in the past few years.FPGA is further developed on the basis of PAL, GAL and other programmable devices.As a semi-custom circuit in the field of asIC, it not only solves the deficiency of custom circuit, but also overcomes the shortcoming of limited number of gate circuits in original programmable devices.The major players in the world include Celins, Altera, Lattice and Microsemi.Even Intel and other chip giants, when designing chips such as CPUS, will first simulate on The FPGA of Silas and then stream the chip.In its latest statement, Su said of the acquisition, “Syrynx’s leading FPgas, adaptive soCs, ai engines and software expertise will empower AMD to deliver an exceptional portfolio of high performance and adaptive computing solutions,And help us capture a larger share of the estimated $135 billion cloud computing, edge computing and smart devices market opportunity.”However, there are also industry bodies think that it is not easy for AMD to achieve the effect of 1+1 greater than 2 after the acquisition of Xilinsi integration.TrendForce believes that the integration of product positioning, r&d resource allocation, and development tools and software libraries will be achieved through communication and discussion with existing personnel.Among them, the integration of software resources such as development tools and software libraries is quite difficult, and the characteristics of CPU, GPU and FPGA must be taken into account. Therefore, AMD will face no small challenge to achieve this goal.An end to mega-mergers?After merging with Sering si, AMD has become a super large semiconductor manufacturer with THREE product lines of CPU, GPU and FPGA after Intel, and compets directly with Nvidia and Intel in the field of data center.But in the industry, the end of the merger means the global semiconductor mega-mergers and acquisitions will come to an end.As global trade frictions have escalated in recent years, countries have rolled out strategies to protect local technology and regulatory scrutiny of chip maker mergers has increased, the impact on global mega-acquisitions will be significant, a Semiconductor analyst in Taiwan told reporters.In addition, another reason for the decline in m&a is that the process of M&A is very expensive and lasts for a long time.As you can see, on February 8th Nvidia formally terminated its $66 billion acquisition of chip designer ARM, ending an 18-month regulatory review process.During the review phase, the deal was opposed by Qualcomm, Google, Microsoft and others over concerns that Nvidia would block other chipmakers from continuing to use ARM’s technology.In addition, fears of a recession in the semiconductor market also affect the pace of huge investments.After the epidemic stabilized, the value of semiconductor M&A jumped to $117.9 billion in 2020, the highest annual record on record, with total semiconductor M&A deals reaching $94.5 billion between September and December 2020 alone, according to consulting firm IC Insights.But the trend continued into the first half of 2021 before moderating.In the january-August period last year, deals in the semiconductor sector totalled $22bn, with $16.2bn in the second quarter, down from $15.8bn in the first.IDC expects the semiconductor industry to balance by mid-2022, with overcapacity in 2023 following massive capacity expansion starting in late 2022 and 2023.Bid farewell to the scale of the pursuit of war, more semiconductor giants to diversify investment, began to capture the current small and medium-sized semiconductor companies to achieve technical complementarity.Intel is seeking to buy Israeli chip company Tower Semiconductor for $6 billion, a deal that could be announced as early as this week, it emerged on Monday.The Taiwanese analyst told reporters that leading companies would continue to carry out international mergers and acquisitions for strategic integration purposes in order to achieve economies of scale and reduce costs.At the same time, as the industry enters the post-Moore era, enterprises will also accelerate the layout of emerging markets, the competition pattern of segments will accelerate the reshaping, and small and medium-sized mergers and acquisitions centering on the Internet of Things, automotive electronics, data center, artificial intelligence and other fields will remain active., past of hits, personal interviews, Mr. Jiang | Mr Ma | Chen zhiwu | | GuanQing friend Li Xunlei | blackstone chairman Stephen schwarzman | lava-rock capital founding partner ZhangSuYang | 渶 founding partner of strategy capital jp gan founding partners satellite zhe | | jia royal funds, managing director of GSR ventures zhu XiaoHu | Orient securities chief economist Shao Yu | societe generale securities chief economist wang | international managing director HongHao | HSBC greater China chief executive Huang Bijuan | hang seng bank of China governor Song Yuesheng |, Chen xingdong, chief economist at BNP paribas investment summitThe development trends of future technology and investment opportunity | 2021 lujiazui investment summit ‘revenge?Jp gan, zhu XiaoHu, Mi group chat under the outbreak of investment opportunities | lujiazui equity investment summit memoir kechuang investment trends and trend of small | lujiazui equity investment summit 2020 records the first financial equity investment summit held successfully Union unveiled the 2019 annual meeting of lujiazui lujiazui city equity investment a smooth, open innovation driven financial development with high quality