$赛灵思(XLNX)$ 出Q318公历年的季报了:简单更新下,营收800百万美金,环比7%,同比34%,超市场预期30M,gaap净利润239百万元,营业利润258百万美金,同比60%。营收结构上,数据中心同比14%,通信同比41%,工业同比17%。通信较超预期。盘后涨幅8%。我比较关注的还是公司在idc和云计算方向的布局。公司也有表述:linx continued its strong design win momentum in Data Center across multiple applications including big data acceleration, machine learning inference, video transcoding, network acceleration and storage controllers. The Company also has won designs for SmartNIC applications with multiple hyperscalers. Further developing its platform ecosystem, the Company significantly increased the cumulative number of linx community developers trained on SDAccel to over 2,250. FaaS engagement momentum continued to build with Amazon, Alibaba, Huawei and other hyperscalers. TME revenues were strong across both the Test & Measurement area and Emulation & Prototyping, reflecting strong product leadership position in those markets.

Extending its significant technology leadership, linx taped out Versal – the industry's first Adaptive Compute Acceleration Platform (ACAP) at the end of fiscal third quarter. Built on TSMC's 7nm FinFET process technology, the Versal portfolio is the first platform to combine software programmability with domain-specific hardware acceleration and the adaptability essential for today's rapid pace of innovation.

雪球转发:4回复:6喜欢:0

全部评论

freelysun03-04 08:35

*内容暂不可见*

quantek01-24 23:17

雪球居然没法输入XI,会自动替换掉。

quantek01-24 23:14

中国加快5G部署,还会进一步刺激linx今明两年的销售额。股价不敢猜,今天已经涨了18%,美股太有效了。

不乱下01-24 19:27

应用在通讯领域的FPGA,现在主要增量在于应用于基站的RF FPGA,上季度说是5G应用提前啦。

quantek01-24 19:09

我眼中的最佳5G概念股。“营收结构上,通信同比41%”