$莱迪思半导体(LS_老虎社区_美港股上老虎 - 老虎社区

$莱迪思半导体(LSCC)$ $莱迪思半导体(LSCC)$ 是$AMD(AMD)$ 和$苹果(AAPL)$ 的潜在收购标的。今日前AMD高管认命LSCC新CEO，LSCC与AMD的合作关系可望更进一步。$英特尔(INTC)$ 计划在芯片中加入FPGA以整合其他不同制程的芯片，来弥补制程的滞后，AMD可能也需要在相关领域筹谋；FPGA可选标的不多，$赛灵思(XLNX)$ 太贵，LSCC才10亿。APPLE可能在电动车和自研笔记本精简指令集芯片上需要FPGA技术。

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fegoul
2018-08-29
fegoul
英特尔用FPGA方案生产CPU的优点：1，加速设计、流片时间，迭代更快；2，提高良率，芯片越小良率越高；3，芯片功用更加灵活，可后期优化；4，模块化方便设计功能和算力差别更大的芯片，提高差异化和高端产品的盈利水平；5，把高端制程用于最重要的模块上，缓解产品首发产能不足。
一辉舜
2018-08-28
一辉舜
好文章
宏观交易员
2018-08-28
宏观交易员
前瞻布局
孙立冉
2018-08-28
孙立冉
🐯🐯🐯

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