Altera，卷土重来？

Core Viewpoint - The article discusses the strategic shift of Altera after its acquisition by Silver Lake, emphasizing the company's focus on becoming a leading independent FPGA provider and enhancing its customer-centric approach [2][3][4]. Group 1: Company Background and Changes - Altera has been a key player in the FPGA industry for decades, known for its reconfigurable computing technology [2]. - Intel acquired Altera for approximately $15 billion in 2015/2016, but now Intel is divesting its ownership, with Silver Lake acquiring 51% of Altera [2]. - The new leadership aims to refocus Altera's business strategy and enhance its independence, allowing for greater flexibility and control over its operations [3][4]. Group 2: Leadership and Culture - The new CEO, Raghib Hussain, emphasizes a shift towards a customer-centric culture, drawing from his experiences at Cavium and Marvell [3][5]. - The company aims to foster a startup-like environment, promoting transparency, open communication, and a strong sense of ownership among employees [8][9]. - Altera's workforce consists of approximately 2,500-2,600 employees, with around 2,000 being engineers, indicating a strong engineering focus [10]. Group 3: Market Focus and Strategy - Altera plans to target a broader FPGA market, including industrial, telecommunications, data centers, audio, video, and emerging robotics and edge AI applications [3][5]. - The company is committed to improving its existing products and development tools to enhance usability and customer support [15]. - There is a strong emphasis on leveraging AI to improve overall solutions and address customer needs effectively [12][13]. Group 4: Future Outlook - The leadership believes that the company is at a pivotal moment, with significant growth potential in edge AI applications and the need for optimized solutions [12][13]. - Altera aims to streamline its product roadmap and execution, focusing on delivering high-quality FPGA solutions tailored to customer requirements [15][16]. - The company is committed to rapid product development cycles, aiming to launch new products every 12 to 15 months [16].