文章核心观点 - AMD将ZT Systems美国数据中心基础设施制造业务出售给Sanmina，Sanmina成为AMD云机架和集群规模AI解决方案的首选新产品导入制造合作伙伴，AMD保留设计和客户支持团队以加速云客户AI系统部署 [1][2][3] 交易详情 - AMD与Sanmina达成最终协议，Sanmina以30亿美元现金和股票收购业务，含最高4.5亿美元或有付款，交易预计2025年底完成，需监管批准和满足惯例成交条件 [1][2] 各方表态 - AMD高管称结合设计团队经验和与Sanmina合作，将加强美国制造能力，加速云客户产品上市 [3] - Sanmina董事长称ZT Systems能力与Sanmina互补，双方合作将为客户提供全生命周期解决方案 [4] 顾问信息 - 摩根士丹利担任AMD独家财务顾问，盛信律师事务所担任法律顾问 [5] 公司介绍 - AMD在高性能计算、图形和可视化技术创新超55年，产品受全球用户、企业和科研机构信赖 [6] - Sanmina是美国领先集成制造解决方案提供商，为全球电子制造服务快速增长领域提供端到端服务 [3]

Transformational Acquisition Increases Sanmina's Scale and End-Market Exposure to Cloud and AI Infrastructure Planned Divestiture by AMD Creates Preferred NPI Manufacturing Partnership with Sanmina, a Leading IMS CompanyPurchase Price of $2.55 Billion Cash and Equity, Plus $450 Million in Contingent Consideration, Totaling Up to $3 BillionTransaction Expected to be Accretive to Non-GAAP EPS in First Year Post-CloseSanmina to Host Conference Call Today at 8:30 a.m. ET (5:30 a.m. PT)SAN JOSE, Calif., May 19, ...

TAIPEI, May 18, 2025 /PRNewswire/ -- MiTAC Computing Technology Corporation, a leading server platform designer and manufacturer and a subsidiary of MiTAC Holdings Corporation (TSE:3706), will spotlight its long-term collaboration with AMD at COMPUTEX 2025 (Booth M1110). The two companies will jointly present a broad portfolio of next-generation server platforms powered by AMD EPYC™ processors and AMD Instinct™ GPUs, highlighting their shared commitment to advancing scalable, energy-efficient infrastructure ...

If you'd like to learn more about how to best position yourself in under valued stocks mispriced by the market to end May, consider joining Out Fox The Street .Analyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship ...

Global management consulting firm McKinsey & Company recently published a report detailing compelling trends in research and development (R&D) and capital expenditure (capex) related to artificial intelligence (AI) investments over the next five years.Per McKinsey's analysis, spending on AI infrastructure could reach $6.7 trillion by 2030. Among these different infrastructure opportunities, McKinsey estimates that nearly $3.1 trillion will be allocated toward chip designers for AI-equipped data centers.Let' ...

Editor's note: Seeking Alpha is proud to welcome Azlaan Mansuri as a new contributing analyst. You can become one too! Share your best investment idea by submitting your article for review to our editors. Get published, earn money, and unlock exclusive SA Premium access.Focused on long/short equity strategies, conducting deep fundamental analysis to pinpoint undervalued stocks for long positions and overvalued stocks for short positions in global equity markets. Built detailed financial models using discoun ...

Advanced Micro Devices (AMD) shares have soared 31.4% in the past month, outperforming the Zacks Computer and Technology sector’s increase of 19.4% and the Zacks Computer – Integrated Systems industry’s growth of 22.5%.The outperformance can be attributed to AMD’s expanding portfolio, accretive acquisitions and rich partner base. The strong adoption of fifth-gen EPYC Turin processors and expanding Instinct AI accelerator deployments across hyperscalers and enterprises have also been major growth drivers for ...

This account is managed by Noah's Arc Capital Management. Our goal is provide Wall Street level insights to main street investors. Our research focus is mainly on 20th century stocks (old economy) undergoing a 21st century transformation, but occasionally we'll write on companies that help transform 20th century firms as well. We look for innovations in a business model that will cause a stock to change dramatically. Associated with SA contributor Elijah Buell.Analyst’s Disclosure: I/we have a beneficial lo ...

公司业绩 - AMD第一季度收入同比增长36% [1] 市场观点 - 华尔街熊市社区对估值过高或业务衰退的公司持看空态度 [1] - 该社区专注于研究可能贬值的公司以寻找投资机会 [1]

If you want full access to all our reports, data and investing ideas, join The Aerospace Forum , the #1 aerospace, defense and airline investment research service on Seeking Alpha, with access to evoX Data Analytics, our in-house developed data analytics platform.Dhierin runs the investing group The Aerospace Forum , whose goal is to discover investment opportunities in the aerospace, defense and airline industry. With a background in aerospace engineering, he provides analysis of a complex industry with si ...