It is common for the semiconductor market to be treacherous. Due to the soaring stock market, the semiconductor industry is undergoing a historic integration. While Intel is struggling, AMD and NVIDIA are making large transactions by taking advantage of the huge stock rise. Time has never said a word, but returned to all the problems. Looking back at the trend of semiconductor stock prices in the past five years, the performance of some enterprises is really stunning. < p > < p > AMD’s performance was the most brilliant, with each stock price rising 40 times. NVIDIA also prospered because of AI. TSMC, as a reformer of the industry, was so successful in its revolution. In October 2015, amd struggled to maintain the level of $2 per share. At that time, with the decline of personal computer business, it seemed that there was no reason for its existence. Today, AMD’s share price has been soaring to around $85. In the past five years, AMD’s share price has increased by 40 times, or 4150%. In 2014, amd appointed Lisa Su as its new CEO. Under her leadership, the company began a large-scale transformation. Su has made the company diversify from PC products. < p > < p > game console chips, data centers and virtual reality (VR) have become increasingly important revenue drivers. These moves allow the tech giant to compete directly with NVIDIA and its graphics chips. Data center revenue is expected to account for 30% of total sales by 2023, up from 15% in 2019, amd said on its analyst day in March. In addition, the acquisition of FPGA leader Xilinx further consolidated its title as one of the long-term winners of data center chips. < / P > < p > amd just announced its latest financial results for the third quarter, and AMD’s computing and graphics units (CPU and GPU) generated $1.67 billion in revenue, almost a third more than in the same period last year (an accurate increase of 31%). < / P > < p > the number was also up 22% from the previous quarter (second quarter). Its strong performance is partly due to sales of ryzen processors. Amd should remain one of the most important beneficiaries as key industries such as games, virtual reality and data centers maintain their growth trajectory. < / P > < p > in five years from now, AMD’s revenue may not grow by more than 50%. Nevertheless, these increases will keep AMD’s shares higher. In the past five years, NVIDIA has benefited from the rapid development of data in the stock market. This year alone, NVDA shares are up nearly 134%. Looking back at the past five years, NVIDIA’s share price has risen from $20 to $30 five years ago to $550 today. NVIDIA has a place in five terminal markets: Data Center, games, automobile, OEM / IP and professional visualization. < / P > < p > in the past few years, its gaming channel has historically contributed the most to overall revenue, but the company’s acquisition of mellanox has led to rapid growth in data center revenue in the second quarter, making it the largest source of revenue among the five end markets. < / P > < p > NVIDIA recently announced its $40 billion acquisition of chip designer arm, which may be an important turning point for NVIDIA as it will expand its hardware coverage from GPU and industrial hardware to consumer computing, with mobile computing the fastest-growing sector to date. < / P > < p > If NVIDIA can complete the acquisition of arm, NVIDIA will become a company with a strong foothold in the field of consumer and industrial hardware. It will also take advantage of the huge offline AI boom, which will make NVIDIA the most powerful AI platform of all semiconductor manufacturers. < / P > < p > AI is the future of NVIDIA. NVIDIA’s core business of consumption and industrial hardware is the backbone of AI applications, and AI will become the next technology frontier. < p > < p > in 2015, TSMC stood out with its own in fo packaging technology, and won the processor orders until 2020. Driven by advanced processes and advanced packaging, TSMC has become a big player in the OEM industry these years. < / P > < p > in October 2015, TSMC’s share price was about $21, and after five years, TSMC’s share price reached the highest of $88, with an increase of 319% in recent five years. TSMC is the world’s largest fabless semiconductor company’s integrated circuit manufacturing plant. It uses 261 different technologies to produce 10436 different products for 481 different customers. TSMC currently has more than 50% market share in the $42 billion semiconductor OEM business, with Samsung accounting for 18% of the total. Leading fabless companies, including NVIDIA and AMD, are taking advantage of TSMC’s advanced technology capabilities at 7Nm and 5nm nodes. Intel is also turning to TSMC’s 7Nm, driving revenue above $2 billion. < p > < p > it is understood that two thirds of TSMC’s 5 nm capacity, with a total of about 180000 tablets, have been packaged by apple. In addition to the capacity of major customers such as AMD, Qualcomm and MediaTek, TSMC is fully loaded in advance. < p > < p > in order to meet the needs of huge customers, TSMC has also actively purchased land and plants to speed up investment projects. Among them, Nanke plant P1 ~ P2 has started 5 nm mass production, P3 is expected to be put into production by the end of the year, P4 will start civil engineering, and P5 ~ P6 will be used in 3 nm. For advanced packaging, Zhunan plant will start construction in July and mass produce in the second half of next year. Semiconductor industry is at a turning point. With the slow down of CMOS scale, advanced packaging technology has become a necessary option for high-performance chips in the post Moore era. It is also regarded as the key to continue the life cycle of Moore’s law. < / P > < p > the timing of advanced packaging technology is an important part of TSMC’s leading position, and also the main difference between TSMC and Samsung. Last year, TSMC successfully trial produced 3D IC packaging processes such as 7Nm system integrated chip (SOIC) and 16 nanometer wafer stack wafer (wow). It is expected to enter mass production after 2021. < / P > < p > for Xilinx, it has not been easy in recent years. The continuous impact of the trade war between China and the United States has exacerbated the normal cyclical decline in semiconductor sales. In recent years, Xilinx has been in constant transition, and platform construction is a well-known road. It has changed from a pure FPGA card manufacturer to a “platform company”. < / P > < p > in October 2015, the stock price of Xilinx was $47, and now it is around $122, up 159% in the past five years. Now, after being acquired by AMD, what kind of spark can the two families make? < / P > < p > although a typical semiconductor cannot be programmed after it is put into use, FPGA has one major difference. Users can actually delete and replace software without changing hardware, which is a huge advantage over CPU and GPU. < / P > < p > the use cases of FPGAs are ubiquitous. Microsoft uses FPGAs in its data center, Amazon provides them in its cloud services, and even the military uses them in the F-35 Joint Strike Fighter. < / P > < p > “FPGAs provide the flexibility to implement multiple functions that can enhance the x86 kernel by offloading and accelerating specific features.” < / P > < p > in fact, it is not only these big factories abroad, but also the entry of domestic large funds and the opening of the scientific and technological innovation board, which have opened the “two pulse of supervision and appointment” in the semiconductor industry. Semiconductor enterprises with a market value of 100 billion are rising continuously, and one miracle after another is being produced in the semiconductor industry. IPhone 12 whole family barrel model exposed: it’s a tribute to iPhone 4

By ibmwl