技术文摘：AMD改观策略 从连系研发转向芯片代工产物

Beijing time Silicon Valley motivation was in know from foreign media on July 10: FBR of market research company announces newest findings report to say, realize gain to reduce production cost to reverse loss, recapture lost market share, AMD of computer microprocessor manufacturer will be chip acting industry from changeover of foregoing science and technology of integrated circuit of associated research and development. It already stage of Taiwan of China of manufacturer of chip of as the biggest as the whole world acting industry accumulated electric company to sign main microprocessor acting labor contract. The report that surveys a company shows, invest in the fund that obtained tiring-room of order of CPU of AMD high end to accumulate report to will raise it, the stage accumulates report to will use science and technology of 45 accept rice to make microprocessor for AMD, next year the 2nd quarter uses a large number of products of advanced production science and technology to will put in the market. AMD expresses, capture to realize gain the market share of adversary Intel, company general haul is dedicated at chip era is versed in. AMD is one of members of alliance of IBM science and technology, integrated circuit of research and development of this allied combination makes science and technology, another member that AMD still includes this one alliance outside the chip product it at the same time -- Singapore is concessionary semiconductor company. To reduce capital expenditure, AMD will be dedicated at promoting the package outside chip, in microprocessor area likelihood general end and IBM, stage accumulates alliance of science and technology, the stage accumulates report to make the graphical processor of company of ATI science and technology at the same time. Company of ATI science and technology has been bought by AMD. Next year the capital expenditure of stage accumulating report anticipates will grow 10% to 15% . In whole business, the stage accumulates report to will produce major change, 2 quarters brilliant delivers goods the quantity will be compared roundly on the quarter grows 17% to come 20% exceed foregoing anticipation, the company anticipates at first will grow 15% to 17% . Although 2 quarters are mixed this year of mobile phone of 3 quarters Motolora deliver goods the quantity is fatigued and weak still, inactive influence semiconductor company, but be consumed electron, communication and new base band user drive, 2 quarters are whole this year the demand of terminal market appeared to grow strong. Evidence shows, the stage accumulates electric business to will continue to grow, this year of the 3rd quarter deliver goods the volume will rise 15% to come 17% exceed foregoing anticipation, first stage accumulates what report expects 3 quarters to deliver goods the volume rises 14% to 16% .

北京时候7月10日硅谷能源从国外媒体处获悉：市场查询拜访公司FBR公布最新查询拜访报告称，为了降低制造本钱扭转吃亏实现获利，夺回失的市场份额，计较机微措置器制造商AMD将从先前的连系研发集成电路科技转换为芯片代工。它已经与寰球第一大代工芯片制造商中国台湾台积电公司签定了首要的微措置器代工合同。

　　查询拜访公司的报告显示，在获得了AMD高端CPU订单后盾积电将进步它的资金投资，台积电将采用45纳米科技为AMD制造微措置器，明年第二季度采用前进前辈制造科技的大量产物将投放市场。AMD暗示，为了实现获利并篡夺对手英特尔的市场份额，公司将改观标的目标专注于芯片代工。

　　AMD是IBM科技联盟的成员之一，这个联盟连系研发集成电路制造科技，AMD同时还把它的芯片产物外包给这一联盟的另一个成员——新加坡特许半导体公司。

　　为了削减本钱支出，AMD将专注于敦促芯片外包，在微措置器区域可能将竣事与IBM、台积电的科技联盟， 台积电同时制造ATI科技公司的图形措置器。ATI科技公司已经被AMD收买。

　　明年台积电的本钱支出预期将增添10%至15%。在整个营业中，台积电将发生重大转变，二季度晶圆的发货量将比上季度增添17%至20%超过了先前的预期，公司最初预期将增添15%至17%。

　　尽管本年二季度和三季度摩托罗拉手机的发货量仍旧疲软，将消极的影响半导体公司，但受到生产电子、通信和新的基带用户的敦促，本年二季度整个终端市场的需求呈现了强劲增添。迹象显示，台积电的营业将继续增添，本年第三季度的发货量将增添15%至17%超过先前的预期，最初台积电预期三季度的发货量增添14%至16%。

发布日期：2009-6-2　【返回】