以下文章来源于jed风语者 ，作者jedi jed风语者 . 观念固然重要，行动才是灵魂。 我是芯片超人花姐，入行20年，有50W+芯片行业粉丝。 有很多不方便公开发公众号的， 关于芯片买卖、关于资 源链接等， 我会分享在朋友圈 。 宣传、直播、朋友圈广告等合作需求 扫码加我本人微信 刚进大学校门就看到一个 大幅标语"欢迎你，未来的工程师！ " 觉得 工程师这个 称呼很体面， 也曾憧憬穿着工作服在小男孩冰箱厂工作。 后来在通信这个风口行业，职业早期 从研发工程师，到 现场应用工程师(FAE) ，混迹了几家通信 和芯片大厂。有些趣事值得回忆，也有些经验可以分享，就说说FAE那些事儿吧。 东南大学四牌楼校 区 图书馆 >> FAE的光环 毕业后在菊厂研发通信设备， 接触的都是 新 技术 。 芯片全靠进口，数据手册全是英文，资料不 太全也会经常修正，互联网还不发达。 经常需要 芯片厂家现场 支持，尤其是新技术，更需要专 家常来培训交流。 现场应用工程师， FAE，是芯片行业的通用称谓，是厂家最前线的技术交流窗口。 主芯片导入量产周期较长，短则一年半载，长则两三年。 一旦选定， 想换方案比较费劲，大部分 芯片没有兼容 ...

Core Viewpoint - AMD is heavily investing in acquisitions to enhance its AI capabilities and compete with Nvidia in the data center GPU market, particularly through its Instinct product line [1][2]. Group 1: AMD's AI Strategy and Acquisitions - AMD is focusing on providing "end-to-end AI solutions" and has made several acquisitions over the past three years to bolster its AI strategy, including companies like Mipsology, Nod.ai, Silo AI, and ZT Systems [1][2][3]. - The company plans to unveil its next-generation Instinct GPU, MI400, at the upcoming Advancing AI 2025 event, with positive early customer feedback indicating a significant expansion of its AI accelerator market [1][2]. - AMD's CEO Lisa Su highlighted the importance of these acquisitions in enhancing the company's AI capabilities and addressing the growing demand for AI infrastructure [1][2]. Group 2: Specific Acquisitions and Their Impact - The acquisition of Untether AI aims to improve AMD's AI hardware and software engineering capabilities, focusing on energy-efficient AI inference chips [5][6]. - AMD's purchase of Brium is expected to enhance its AI software capabilities, particularly in optimizing AI solutions for its hardware [8]. - The acquisition of Enosemi will support the development of next-generation AI systems through advanced photonic solutions, improving data transmission efficiency [9][11]. - ZT Systems was acquired for $4.9 billion to integrate its expertise in data center solutions with AMD's chip offerings, aiming to accelerate the deployment of AI systems [10][12]. - The acquisition of Silo AI for $665 million positions AMD to leverage Europe's largest private AI lab for developing open-standard AI solutions [14][15]. - Nod.ai's acquisition is intended to enhance AMD's open software capabilities, facilitating easier deployment of AI solutions optimized for AMD hardware [16][17]. - Mipsology's acquisition will accelerate collaboration with customers and expand AMD's AI software development capabilities [18][19]. - The acquisition of Xilinx for $49 billion is expected to significantly enhance AMD's opportunities in data centers and embedded computing, further driving its AI strategy [22][23].

Core Insights - The FPGA market is projected to grow from $11.14 billion in 2025 to $18.76 billion by 2030, with a CAGR of 10.98% during this period [2] - AMD and Lattice Semiconductor (LSCC) are key players in this market, with AMD benefiting from its acquisition of Xilinx and LSCC focusing on low-power FPGA solutions [1][7] AMD Insights - AMD's acquisition of Xilinx has allowed it to expand into various embedded markets, including CPUs, GPUs, and FPGAs [3] - The latest VP1902 adaptive SoC from AMD features 18.5 million logic cells, doubling the programmable logic density compared to the previous generation [4] - In Q1 2025, AMD launched a high-performance 5G core powered by the Virtex UltraScale+ XCVU5P FPGA and completed initial shipments of cost-optimized Spartan UltraScale Plus FPGAs [5] - AMD is enhancing partnerships with major cloud providers like AWS, which launched FPGA-accelerated instances powered by AMD's EPYC processors and Xilinx Virtex FPGAs [6] LSCC Insights - LSCC is experiencing strong demand for its small and mid-range FPGA solutions, particularly with its Nexus and Avant product families [7] - The company is targeting high-growth applications such as AI, data centers, and advanced driver-assistance systems in automotive [8] - In February 2025, LSCC validated Everspin Technologies' MRAM for use across its FPGAs, enhancing suitability for mission-critical applications [9] Performance and Valuation - Year-to-date, AMD shares have decreased by 6.9%, while LSCC shares have fallen by 1.4% due to a challenging macroeconomic environment [10] - Both AMD and LSCC shares are currently considered overvalued, with AMD trading at a forward Price/Sales ratio of 5.41X and LSCC at 13.91X [13] - The Zacks Consensus Estimate for AMD's 2025 earnings is $4.09 per share, reflecting a 23.56% year-over-year increase, while LSCC's estimate is $1.05 per share, indicating a 16.67% increase [16] - AMD has consistently beaten earnings estimates, while LSCC has missed estimates in two of the last four quarters [17] Conclusion - AMD's portfolio expansion and partnerships position it for significant growth in the FPGA market, while LSCC's focus on low-power solutions captures emerging opportunities [18] - AMD is rated higher than LSCC, with a Zacks Rank of 3 (Hold) compared to LSCC's 4 (Sell) [18]

Summary of Lattice Semiconductor Conference Call Company Overview - **Company**: Lattice Semiconductor - **Industry**: FPGA (Field-Programmable Gate Array) market Key Points and Arguments 1. **FPGA Market Positioning**: Lattice operates in the FPGA market, positioned between ASICs (Application-Specific Integrated Circuits) and microcontrollers, offering higher performance than microcontrollers while being more flexible than ASICs [3][4][5] 2. **Market Size and Share**: The current FPGA market is approximately $7.5 billion, with Lattice holding a market share of about $500 million. Major competitors include Xilinx ($4.5 billion), Altera ($1.5 billion), and Microchip ($0.5 billion) [9][10] 3. **Growth Projections**: Lattice anticipates significant growth in the small and mid-range FPGA markets, with inflection points expected in 2026 for small FPGAs and 2027 for mid-range FPGAs [10][11] 4. **Revenue Breakdown**: Revenue is derived from four major markets: industrial and automotive (45%), communications and compute (45%), and consumer (9%) [11][12] 5. **Product Lines**: Key product lines include Nexus (small FPGA) and Avant (mid-range FPGA), with a focus on enhancing customer programming ease through silicon, tools, IP, and solutions [11][27] 6. **Software Strategy**: Lattice is investing in software solutions to enhance ease of use for customers, with six unique solutions aimed at various applications, including security and industrial automation [27][30] 7. **AI and Compute Market**: Lattice sees significant opportunities in AI servers, with an estimated content opportunity of $300 to $500 per rack, and has established partnerships with major players like NVIDIA [13][14] 8. **Supply Chain Management**: The company is diversifying its supply chain to mitigate risks associated with tariffs and geopolitical tensions, maintaining a non-China, non-Taiwan supply chain [39][42] 9. **Gross Margin Trends**: Lattice has maintained resilient gross margins, with a focus on balancing growth and margin improvement through disciplined investment in R&D and sales support [50][51] 10. **Market Recovery**: The company is experiencing a U-shaped recovery, with expectations for continued growth in the communications and compute sectors, while industrial and automotive markets are expected to regain strength [59][60] Additional Important Insights - **Motion Control Opportunities**: Lattice has identified motion control as a key area for growth, leveraging its FPGA technology for parallel processing advantages, which enhances performance and reduces latency [63][64] - **Management Team Alignment**: The CEO and CFO emphasize a shared vision for driving shareholder value and disciplined growth strategies, focusing on customer needs rather than competition [18][21][32] - **Inorganic Growth Opportunities**: Lattice is open to exploring inorganic growth opportunities in areas such as security, vision, and edge AI, while maintaining a disciplined approach to acquisitions [46][47] This summary encapsulates the essential insights from the conference call, highlighting Lattice Semiconductor's strategic positioning, market dynamics, and growth prospects within the FPGA industry.

Core Viewpoint - The article discusses the advancements in China's semiconductor industry, particularly in military applications, highlighting the successful development and integration of indigenous semiconductor technologies in the J-10 fighter jet, which reflects China's progress in achieving self-sufficiency and competitiveness in the global defense sector [5][9]. Group 1: Development of Semiconductor Technology - The J-10 fighter jet represents a significant breakthrough in China's aviation industry, moving from reliance on foreign technology to developing indigenous semiconductor solutions [5]. - The avionics system of the J-10 utilizes a fiber channel (FC) bus technology with a data transmission rate of 10 Gbps, showcasing advancements in electromagnetic interference resistance compared to traditional copper cables [5]. - The J-10C model incorporates domestically produced active phased array radar, which relies on gallium nitride (GaN) T/R modules, indicating a shift towards high-purity semiconductor materials [6]. Group 2: Overcoming Technological Barriers - The J-10's flight control system transitioned from dependence on imported DSP chips to a dual-chip redundancy architecture developed by Chinese engineers, enhancing reliability and performance [6]. - The power system of the J-10 has been upgraded to utilize domestically produced IGBT chips, achieving a power increase and a 40% reduction in size, demonstrating significant advancements in energy management [7]. - The article emphasizes the importance of adapting commercial chips for military applications, illustrating how Chinese companies have innovatively modified existing technologies to meet defense requirements [8]. Group 3: Strategic Implications and Future Outlook - The military conflict between India and Pakistan serves as a practical validation of China's military capabilities, reinforcing confidence in negotiations on various fronts, including tariffs and technology [11]. - The article notes that China's military semiconductor capabilities have significantly advanced, achieving 90% localization in the J-10C, which reflects a rapid development trajectory compared to Western nations [11]. - The future of aerial combat is framed as a competition between silicon-based and carbon-based technologies, with China positioning itself to define the rules of engagement in this evolving landscape [11].

如果您希望可以时常见面，欢迎标星收藏哦~ 通常情况下，我会写一些文字来描述这种情况。但是，我将直接引用 Zero ASIC 的 Platypus 新闻 稿，因为该公司首席执行官 Andreas Olofsson 对情况的总结非常出色： 对于航空航天、国防、医疗保健、通信、汽车和工业应用中基于 FPGA 的系统而言，过时是一个 关键问题，因为这些系统的使用寿命通常为 10 至 50 年。例如，以 F-35 战斗机的研发为例，该 战 斗 机 于 1997 年 开 始 研 发 ， 但 直 到 2021 年 才 投 入 全 面 生 产 。 在 此 期 间 ， 晶 体 管 密 度 增 加 了 10,000 倍，FPGA 行业也推出了六代新架构。 "半导体技术的不断进步与缓慢的基础设施开发周期之间的不匹配，导致美国军方在与器件淘汰相 关的非工程成本上花费了约 500 亿至 700 亿美元，而所有替换半导体零件中有 15% 都是假冒 的。" 这两段阐述了 eFPGA IP 的基本原理，它可以通过增加一定程度的可编程性，帮助 ASIC 或 SoC 设计更具弹性。然而，这种可编程性在芯片内部的有效性完全取决于 eFPGA 模块 ...

如果您希望可以时常见面，欢迎标星收藏哦~ 来源：内容编译自eejournal，谢谢。 FPGA 制造商 Altera 于 2024 年 2 月 29 日宣布脱离英特尔，并在此过程中恢复了其最初的传奇名 称。其意图和明确的象征意义是，Altera 通过独立实现了巨大的飞跃。 英特尔于 2015 年底以 167 亿美元收购了 Altera，并更名为英特尔可编程解决方案事业部 (PSG)。 由于英特尔的首要任务（推出和销售 CPU）与英特尔 PSG 的使命（推出和销售 FPGA）不匹配， 因此这次收购并不是天作之合。 负责 Altera 重新成为独立 FPGA 供应商的人是首席执行官桑德拉·里维拉 (Sandra Rivera)。根据英 特尔官方简历，里维拉之前"领导英特尔数据中心和人工智能集团，指导数据中心产品的开发，包括 英特尔至强处理器、英特尔 Max 和 Flex 系列图形处理器、英特尔 Gaudi 人工智能加速器和 FPGA 产品。"请注意，FPGA 是如何被添加到里维拉简历末尾的，我认为这并非偶然。 里维拉出任 Altera 首席执行官后，经历了一次重大转折，由于她在过去一年中做出的努力，我在 1 月份 ...