40亿美元！AMD刚买AI服务器工厂又卖掉台湾四巨头抢破头_老虎社区_美港股上老虎

40亿美元！AMD刚买AI服务器工厂又卖掉台湾四巨头抢破头

驱动之家2025-02-23

快科技2月23日消息，2024年8月，AMD斥资49亿美元(约合350亿元人民币)，收购了服务器制造商ZT Systems，加强与NVIDIA的竞争力。ZT Systems一直是英业达的AI服务器供应商，AMD将其收购之后，除了得到服务器设计技术、经验和团队，也得到了其位于新泽西州、得克萨斯州的服务器制造工厂。但是，AMD无意以服务器制造商、供应商的身份出现，这会与其合作伙伴形成直接竞争关系，因此...

网页链接

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

JacobYC
·2025-02-26
AMD将其收购之后，除了得到服务器设计技术、经验和团队，也得到了其位于新泽西州、得克萨斯州的服务器制造工厂。现在工厂能 40 亿卖掉，相当于 9 亿买了一个可以和英伟达匹配设计团队
回复
1
举报
收起
- 清吉:
  这么说，也还挺赚。实体资产amd没必要拿在手上。
  2025-02-26
  回复
  举报
- 150个W本金:
  老哥这么算对吗
  2025-02-26
  回复
  举报
风筝_3343
·2025-02-25
及时止损
回复
点赞
举报
qqq
·2025-02-25
9亿买个设计公司，太划算
回复
点赞
举报
qgch7215
·2025-02-24
49亿买的，40亿卖掉，为什么说不错呢？
回复
2
举报
收起
- 擎天柱9:
  留下需要的不要的工厂卖掉
  2025-02-24
  回复
  举报

热议股票

7x24

全部

{"i18n":{"language":"zh_CN"},"data":{"share":"https://www.laohu8.com/m/news/2513676376?lang=zh_CN&edition=full","thumbnail":"","is_english":false,"pubTime":"2025-02-23 23:17","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2513676376","market":"us","top_or_hot":-1,"title":"40亿美元！AMD刚买AI服务器工厂又卖掉 台湾四巨头抢破头","media":"驱动之家","content":"<div>\n<p>快科技2月23日消息，2024年8月，AMD斥资49亿美元(约合350亿元人民币)，收购了服务器制造商ZT Systems，加强与NVIDIA的竞争力。ZT Systems一直是英业达的AI服务器供应商，AMD将其收购之后，除了得到服务器设计技术、经验和团队，也得到了其位于新泽西州、得克萨斯州的服务器制造工厂。但是，AMD无意以服务器制造商、供应商的身份出现，这会与其合作伙伴形成直接竞争关系，因此...</p>\n\n<a href=\"https://tech.ifeng.com/c/8hDXlGNnj5o\">网页链接</a>\n\n</div>\n","source":"fenghuang_stock","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>40亿美元！AMD刚买AI服务器工厂又卖掉 台湾四巨头抢破头</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n40亿美元！AMD刚买AI服务器工厂又卖掉 台湾四巨头抢破头\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-02-23 23:17 北京时间&nbsp;&nbsp;&nbsp;<a href=https://tech.ifeng.com/c/8hDXlGNnj5o><strong>驱动之家</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>快科技2月23日消息，2024年8月，AMD斥资49亿美元(约合350亿元人民币)，收购了服务器制造商ZT Systems，加强与NVIDIA的竞争力。ZT Systems一直是英业达的AI服务器供应商，AMD将其收购之后，除了得到服务器设计技术、经验和团队，也得到了其位于新泽西州、得克萨斯州的服务器制造工厂。但是，AMD无意以服务器制造商、供应商的身份出现，这会与其合作伙伴形成直接竞争关系，因此...</p>\n\n<a href=\"https://tech.ifeng.com/c/8hDXlGNnj5o\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"BK4141","symbol_name":"半导体产品","start_time":0,"source_url":"https://tech.ifeng.com/c/8hDXlGNnj5o","article_id":"2513676376","we_media_id":null,"thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2513676376","pubTimestamp":1740323851,"columns":[],"sourceInfo":{"source_id":"fenghuang_stock","name":"凤凰网"},"weMediaInfo":null,"summary":"但是，AMD无意以服务器制造商、供应商的身份出现，这会与其合作伙伴形成直接竞争关系，因此想把工厂资产卖掉。目前，AMD正在与潜在收购者谈判，仁宝、英业达、和硕、纬创这四大中国台湾服务器巨头都有意将其拿下，但不清楚是否已经达成最终协议。包含债务在内，这笔交易的总价值应该在30-40亿美元，对于AMD来说是个非常不错的价格。","collect":0,"end_time":0,"defaultTopTitle":"ifeng.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{"BK4141":"半导体产品","BK4534":"瑞士信贷持仓","BK4585":"ETF&股票定投概念","IE00BMPRXN33.USD":"NEUBERGER BERMAN 5G CONNECTIVITY \"A\" (USD) ACC","LU0081259029.USD":"UBS (LUX) EQUITY FUND - TECH OPPORTUNITY \"P\" (USD) ACC","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","BK4529":"IDC概念","BK4575":"芯片概念","BK4566":"资本集团","LU2264538146.SGD":"Fullerton Lux Funds - Global Absolute Alpha A Acc SGD","LU0889565833.HKD":"FRANKLIN TECHNOLOGY \"A\" (HKD) ACC","LU0823421333.USD":"BNP PARIBAS DISRUPTIVE TECHNOLOGY \"C\" (USD) ACC","LU2054465674.USD":"UBS (LUX) KEY SELEC SICAV DIGITAL TRANSFORMATION T \"P\" (USD) ACC","LU0056508442.USD":"贝莱德世界科技基金A2","LU0390134368.USD":"FRANKLIN GLOBAL GROWTH \"A\" (USD) ACC","LU1303367103.USD":"摩根大通多经理另类基金 A (acc)","LU1316542783.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD","LU1242518857.USD":"FULLERTON LUX FUNDS - ASIA ABSOLUTE ALPHA \"I\" (USD) ACC","LU0823421416.USD":"BNP PARIBAS DISRUPTIVE TECHNOLOGY \"C\" (USD) INC","LU2098885051.SGD":"JPMorgan Funds - Multi-Manager Alternatives A (acc) SGD","BK4588":"碎股","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","LU2458330169.SGD":"FRANKLIN SHARIAH TECHNOLOGY \"A\" (SGD) ACC","LU1880398471.USD":"AMUNDI FUNDS GLOBAL EQUITY \"A2\" (USD) ACC","LU1880398554.USD":"AMUNDI FUNDS GLOBAL EQUITY \"A2\" (USD) INC","AMD":"美国超微公司","LU0109392836.USD":"富兰克林科技股A","LU0823434583.USD":"BNP PARIBAS US GROWTH \"C\" (USD) ACC","LU2458330243.SGD":"FRANKLIN SHARIAH TECHNOLOGY \"A-H1\" (SGDHDG) ACC","LU1064131342.USD":"Fullerton Lux Funds - Global Absolute Alpha A Acc USD","IE0004445239.USD":"JANUS HENDERSON US FORTY \"A2\" (USD) ACC","LU2250418816.HKD":"BGF WORLD TECHNOLOGY \"A\" (HKD) ACC","LU1951198990.SGD":"Natixis Thematics AI & Robotics Fund H-R/A SGD-H","LU0823434740.USD":"BNP PARIBAS US GROWTH \"C\" (USD) INC","IE00B5949003.HKD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A\" (HKD) ACC","BK4573":"虚拟现实","LU2360106780.USD":"BGF WORLD TECHNOLOGY \"A4\" (USD) INC","LU0082616367.USD":"摩根大通美国科技A（dist）","LU1242518931.SGD":"Fullerton Lux Funds - Asia Absolute Alpha A Acc SGD","BK4554":"元宇宙及AR概念","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","IE0009356076.USD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A2\" (USD) ACC","BK4532":"文艺复兴科技持仓","LU1803068979.SGD":"FTIF - Franklin Technology A (acc) SGD-H1","BK4543":"AI","GFS":"GLOBALFOUNDRIES Inc.","BK4512":"苹果概念","LU0979878070.USD":"FULLERTON LUX FUNDS - ASIA ABSOLUTE ALPHA \"A\" (USD) ACC","LU1923623000.USD":"Natixis Thematics AI & Robotics Fund R/A USD","IE00BMPRXR70.SGD":"Neuberger Berman 5G Connectivity A Acc SGD-H"},"translate_title":"$4 billion! AMD just bought an AI server factory and sold it, Taiwan's four giants take the lead","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"AMD":1,"GFS":1},"content_text":"快科技2月23日消息，2024年8月，AMD斥资49亿美元(约合350亿元人民币)，收购了服务器制造商ZT Systems，加强与NVIDIA的竞争力。ZT Systems一直是英业达的AI服务器供应商，AMD将其收购之后，除了得到服务器设计技术、经验和团队，也得到了其位于新泽西州、得克萨斯州的服务器制造工厂。但是，AMD无意以服务器制造商、供应商的身份出现，这会与其合作伙伴形成直接竞争关系，因此想把工厂资产卖掉。目前，AMD正在与潜在收购者谈判，仁宝、英业达、和硕、纬创这四大中国台湾服务器巨头都有意将其拿下，但不清楚是否已经达成最终协议。包含债务在内，这笔交易的总价值应该在30-40亿美元，对于AMD来说是个非常不错的价格。如果谈判成功，这笔交易最早会在第二季度宣布。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"corporation","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"},"commentList":[{"id":407594054992088,"gmtCreate":1740529201085,"gmtModify":1740529203432,"author":{"id":"4128768379592332","authorId":"4128768379592332","name":"JacobYC","avatar":"https://static.tigerbbs.com/73a5f3c88518ff2321ad1be26aa07eb1","vip":1,"crmLevel":2,"crmLevelSwitch":0,"idStr":"4128768379592332","authorIdStr":"4128768379592332"},"htmlText":"AMD将其收购之后，除了得到服务器设计技术、经验和团队，也得到了其位于新泽西州、得克萨斯州的服务器制造工厂。 现在工厂能 40 亿卖掉，相当于 9 亿买了一个可以和英伟达匹配设计团队","listText":"AMD将其收购之后，除了得到服务器设计技术、经验和团队，也得到了其位于新泽西州、得克萨斯州的服务器制造工厂。 现在工厂能 40 亿卖掉，相当于 9 亿买了一个可以和英伟达匹配设计团队","text":"AMD将其收购之后，除了得到服务器设计技术、经验和团队，也得到了其位于新泽西州、得克萨斯州的服务器制造工厂。 现在工厂能 40 亿卖掉，相当于 9 亿买了一个可以和英伟达匹配设计团队","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/407594054992088","repostId":2513676376,"repostType":2,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":407703121568040,"gmtCreate":1740551777840,"gmtModify":1740551782276,"authorId":3584437021776461,"author":{"id":3584437021776461,"idStr":"3584437021776461","authorId":3584437021776461,"name":"清吉","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":407594054992088,"type":1,"supId":407690231509320,"prevId":0,"content":"这么说，也还挺赚。实体资产amd没必要拿在手上。","text":"这么说，也还挺赚。实体资产amd没必要拿在手上。","html":"这么说，也还挺赚。实体资产amd没必要拿在手上。"},{"id":407690231509320,"gmtCreate":1740548619245,"gmtModify":1740548623021,"authorId":3553691921143766,"author":{"id":3553691921143766,"idStr":"3553691921143766","authorId":3553691921143766,"name":"150个W本金","avatar":"https://static.tigerbbs.com/a4241350b535a851258ea39da6d61628","vip":1,"currentWearingBadge":{"badgeId":"228c86a078844d74991fff2b7ab2428d-3","templateUuid":"228c86a078844d74991fff2b7ab2428d","name":"投资合伙人虎","description":"证券账户累计交易金额达到100万美元","bigImgUrl":"https://static.tigerbbs.com/fbeac6bb240db7da8b972e5183d050ba","smallImgUrl":"https://static.tigerbbs.com/436cdf80292b99f0a992e78750ac4e3a","grayImgUrl":"https://static.tigerbbs.com/506a259a7b456f037592c3b23c779599","redirectLinkEnabled":0,"hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.22","exceedPercentage":"93.80%","individualDisplayEnabled":0,"individualDisplaySort":0,"categoryType":1101},"crmLevel":9,"crmLevelSwitch":1,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":407594054992088,"type":1,"supId":0,"prevId":0,"content":"老哥 这么算对吗","text":"老哥 这么算对吗","html":"老哥 这么算对吗"}],"langContent":"CN"},{"id":407447187345848,"gmtCreate":1740493344765,"gmtModify":1740493346596,"author":{"id":"3563329216096354","authorId":"3563329216096354","name":"风筝_3343","avatar":"https://static.tigerbbs.com/2cc2e4c09a2ff38751e5f1b36fb8fe2e","vip":1,"crmLevel":4,"crmLevelSwitch":0,"idStr":"3563329216096354","authorIdStr":"3563329216096354"},"htmlText":"及时止损","listText":"及时止损","text":"及时止损","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/407447187345848","repostId":2513676376,"repostType":2,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":407358173184216,"gmtCreate":1740471612752,"gmtModify":1740471614783,"author":{"id":"3470902684066397","authorId":"3470902684066397","name":"qqq","avatar":"https://static.tigerbbs.com/0debb32554e6f0aa32b7d9b9a67a2f76","vip":1,"hat":"https://static.tigerbbs.com/f84d87792f02cf78e80ee34979fd31e5","crmLevel":5,"crmLevelSwitch":0,"idStr":"3470902684066397","authorIdStr":"3470902684066397"},"htmlText":"9亿买个设计公司，太划算","listText":"9亿买个设计公司，太划算","text":"9亿买个设计公司，太划算","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/407358173184216","repostId":2513676376,"repostType":2,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":406866193117656,"gmtCreate":1740359547125,"gmtModify":1740361442413,"author":{"id":"3445150055747869","authorId":"3445150055747869","name":"qgch7215","avatar":"https://static.tigerbbs.com/90149594cb9128d08b3164331e6fc67d","vip":1,"crmLevel":5,"crmLevelSwitch":0,"idStr":"3445150055747869","authorIdStr":"3445150055747869"},"htmlText":"49亿买的，40亿卖掉，为什么说不错呢？","listText":"49亿买的，40亿卖掉，为什么说不错呢？","text":"49亿买的，40亿卖掉，为什么说不错呢？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/406866193117656","repostId":2513676376,"repostType":2,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":407039385374976,"gmtCreate":1740393764991,"gmtModify":1740393768809,"authorId":3518556192588464,"author":{"id":3518556192588464,"idStr":"3518556192588464","authorId":3518556192588464,"name":"擎天柱9","avatar":"https://static.tigerbbs.com/833a17002b38a50697b109f86405c44a","vip":1,"crmLevel":7,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":406866193117656,"type":1,"supId":0,"prevId":0,"content":"留下需要的 不要的工厂卖掉","text":"留下需要的 不要的工厂卖掉","html":"留下需要的 不要的工厂卖掉"}],"langContent":"CN"}],"hasMoreComments":true,"newsSizeData":{"likeSize":1,"commentSize":4,"repostSize":4,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"isCrawlerRequest":true}