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交易完成!Altera成为全球最大独立FPGA厂商
彼时英特尔CEO陈立武表示,该公告体现了英特尔致力于聚焦重点、降低支出结构和增强资产负债表的 承诺。Altera正在不断推进产品组合的重新定位,以参与FPGA市场中增长最快、利润最高的细分市 场。 据悉,银湖资本此次收购由董事长兼管理合伙人Kenneth Hao主导。作为半导体产业的老玩家,Hao在资 本市场运筹帷幄,曾主导惠普拆分芯片部门,孵化出后来的博通(Broadcom)等。 事实上,自英特尔2015年收购Altera以来,其收入持续下滑。财报显示,2024年,Altera的营收为15亿美 元,按美国通用会计准则计算的运营亏损为6.15亿美元。而在2014年被英特尔收购之前,Altera的年收 入约为19亿美元。交易完成后,英特尔预计将把Altera的财务业绩从英特尔的合并财务报表中剥离。 近日,FPGA厂商Altera在其官网宣布Silver Lake(银湖资本)已完成对其51%股权的收购,英特尔公司 仍持有49%的股权。 此次交易完成后,Altera成为全球最大的独立纯FPGA解决方案供应商,这使公司能够通过提供软件工 具、开发套件、IP和设计服务资源来加速为客户和合作伙伴的创新,从而构建完整的FP ...
国泰海通 · 晨报0806|电子、家电
Group 1: Low Earth Orbit Satellites and FPGA Industry - The successful launch of the low Earth orbit satellite group 07 on August 4 indicates a rapid acceleration in satellite deployment, with two launches occurring within four days [3] - The demand for FPGA in space electronic devices is increasing, with a significant example being the use of 149 FPGAs in the European Space Agency's Sentinel-2 satellite, which constitutes over 50% of its chips [3] - The growth in low Earth orbit satellite deployment is expected to boost the FPGA industry's overall market sentiment and demand [4] Group 2: Robotics Industry and World Robot Conference - The 2025 World Robot Conference will take place from August 8 to 12 in Beijing, featuring over 1,500 exhibits from more than 200 domestic and international robot companies, with a focus on humanoid robots [7] - Humanoid robots are achieving breakthroughs in mobility and dexterity, which are crucial for applications in home services, manufacturing, and logistics [8] - The development of high-performance embodied intelligent models is expected to enhance the fine manipulation capabilities of humanoid robots, accelerating their commercialization [9] Group 3: Lawn Mowing Robot Industry - The lawn mowing robot industry is experiencing a technological revolution, with smart robots offering significant advantages over traditional gas-powered mowers, including lower operational costs and higher efficiency [12] - The global market for lawn mowers is substantial, with a sales volume of approximately $8.292 billion, yet the penetration rate of smart lawn mowing robots remains low, particularly in the U.S. at under 5% [13] - The market is characterized by diverse participants, including traditional giants and tech-driven companies, with significant growth potential for those with technological advantages [14][15]