{"id":23216,"date":"2016-04-22T10:57:24","date_gmt":"2016-04-22T08:57:24","guid":{"rendered":"http:\/\/www.planet3dnow.de\/cms\/?p=23216"},"modified":"2016-04-22T13:41:12","modified_gmt":"2016-04-22T11:41:12","slug":"amd-aktie-hebt-ab-quartalszahlen-und-chinesischer-server-deal","status":"publish","type":"post","link":"https:\/\/www.planet3dnow.de\/cms\/23216-amd-aktie-hebt-ab-quartalszahlen-und-chinesischer-server-deal\/","title":{"rendered":"AMD-Aktie hebt ab: Quartalszahlen und chinesischer Server-Deal"},"content":{"rendered":"

Manch\u00admal ist die B\u00f6r\u00adse ein selt\u00adsa\u00admer Ort. Vor zwei Tagen leg\u00adte Intel sei\u00adne Quar\u00adtals\u00adzah\u00adlen<\/a> vor, die man unter\u00adtrie\u00adben als ganz ordent\u00adlich bezeich\u00adnen k\u00f6nn\u00adte: 2 Mrd. US-Dol\u00adlar Gewinn und um 7 Pro\u00adzent gestie\u00adge\u00adner Umsatz. Doch der Kat\u00adzen\u00adjam\u00admer war gro\u00df, denn Ana\u00adlys\u00adten hat\u00adten noch mehr erwar\u00adtet. Die Fol\u00adgen sind Umstruk\u00adtu\u00adrie\u00adrun\u00adgen, Stel\u00adlen\u00adab\u00adbau und damit ver\u00adbun\u00adde\u00adne erwar\u00adte\u00adte Kos\u00adten in Mil\u00adli\u00adar\u00adden\u00adh\u00f6\u00adhe dr\u00fcck\u00adten auf den Aktienkurs.<\/p>\n

Gestern Abend unse\u00adrer Zeit pr\u00e4\u00adsen\u00adtier\u00adte AMD<\/span> sei\u00adne Quar\u00adtals\u00adzah\u00adlen. Wie\u00adder reich\u00adte es nicht f\u00fcr einen Gewinn und der Umsatz brach um knapp 20 Pro\u00adzent gegen\u00ad\u00fcber dem Vor\u00adjah\u00adres\u00adzeit\u00adraum ein, doch die B\u00f6r\u00adsia\u00adner jubeln, denn AMD<\/span> konn\u00adte die (zuge\u00adge\u00adbe\u00adner\u00adma\u00ad\u00dfen nied\u00adri\u00adgen) Erwar\u00adtun\u00adgen \u00fcber\u00adtref\u00adfen. Die Aktie sprang nach\u00adb\u00f6rs\u00adlich zwi\u00adschen\u00adzeit\u00adlich um 20 Pro\u00adzent nach oben. Die Quar\u00adtals\u00adzah\u00adlen im Detail sind hier<\/a> nach\u00adzu\u00adle\u00adsen. F\u00fcr das aktu\u00adell lau\u00adfen\u00adde zwei\u00adte Quar\u00adtal 2016 erwar\u00adtet AMD<\/span> ein Umsatz\u00adplus von etwa 15 Prozent.<\/p>\n

Zus\u00e4tz\u00adlich zu den \u00fcber\u00adtrof\u00adfe\u00adnen Ana\u00adlys\u00adten\u00ader\u00adwar\u00adtun\u00adgen d\u00fcrf\u00adte jedoch AMDs Ank\u00fcn\u00addi\u00adgung den Kurs befl\u00fc\u00adgelt haben, k\u00fcnf\u00adtig sei\u00adne Ser\u00adver-Tech\u00adno\u00adlo\u00adgie an ein chi\u00adne\u00adsi\u00adsches Joint Ven\u00adture zu lizen\u00adzie\u00adren. Das neu gegr\u00fcn\u00adde\u00adte Unter\u00adneh\u00admen THATIC<\/span> (Tian\u00adjin Hai\u00adguang Advan\u00adced Tech\u00adno\u00adlo\u00adgy Invest\u00adment Co. Ltd.) ist ein Joint Ven\u00adture zwi\u00adschen AMD<\/span> und einem Kon\u00adsor\u00adti\u00adum bestehend aus \u00f6ffent\u00adli\u00adchen und pri\u00adva\u00adten chi\u00adne\u00adsi\u00adschen Fir\u00admen. AMD<\/span> wird in das Joint Ven\u00adture jedoch kein Geld ein\u00adbrin\u00adgen, son\u00addern aus\u00adschlie\u00df\u00adlich das Know-How zur Ent\u00adwick\u00adlung und zum Bau von Ser\u00adver\u00adchips mit allem, was dazu\u00adge\u00adh\u00f6rt (Schnitt\u00adstel\u00adlen, Con\u00adtrol\u00adler, etc.). Der Deal hat einen Umfang von 293 Mil\u00adlio\u00adnen US-Dol\u00adlar. Pro\u00adble\u00adme mit Intel wegen der an Drit\u00adte ver\u00adge\u00adbe\u00adnen Lizen\u00adzen sieht AMD<\/span> offen\u00adbar nicht.<\/p>\n

AMD<\/span> licen\u00adsed high-per\u00adfor\u00admance pro\u00adces\u00adsor and SoC tech\u00adno\u00adlo\u00adgy to a new\u00adly-crea\u00adted JV<\/span> it has for\u00admed with THATIC<\/span> (Tian\u00adjin Hai\u00adguang Advan\u00adced Tech\u00adno\u00adlo\u00adgy Invest\u00adment Co., Ltd.) to deve\u00adlop SoCs tail\u00ado\u00adred to the Chi\u00adne\u00adse ser\u00adver mar\u00adket that will com\u00adple\u00adment AMD<\/span>\u2019s own offe\u00adrings. The $293 mil\u00adli\u00adon licen\u00adsing agree\u00adment is a meaningful step in AMD<\/span>\u2019s IP<\/span> mone\u00adtiza\u00adti\u00adon stra\u00adtegy inten\u00added to acce\u00adle\u00adra\u00adte the Company\u2019s growth and bet\u00adter mone\u00adti\u00adze its valuable assets. Pay\u00adments are con\u00adtin\u00adgent upon the JV<\/span> achie\u00adving cer\u00adtain mile\u00adsto\u00adnes. AMD<\/span> also expects to recei\u00adve royal\u00adty pay\u00adments from the JV<\/span>\u2019s future pro\u00adduct sales.<\/p>\n

\u201e<\/span>Our new licen\u00adsing agree\u00adment is a gre\u00adat exam\u00adp\u00adle of lever\u00adaging our strong IP<\/span> port\u00adfo\u00adlio to acce\u00adle\u00adra\u00adte the adop\u00adti\u00adon of our tech\u00adno\u00adlo\u00adgies more broad\u00adly,\u201d said Dr. Su. \u201eThe joint ven\u00adture with THATIC<\/span> pro\u00advi\u00addes AMD<\/span> with a dif\u00adfe\u00adren\u00adtia\u00adted approach to help gain share in the fas\u00adtest gro\u00adwing regi\u00adon of the ser\u00adver market.\u201d<\/p><\/blockquote>\n

AMD<\/span> geht somit einen \u00e4hn\u00adli\u00adchen Weg, wie ARM<\/span> ihn schon seit Jah\u00adren beschrei\u00adtet. ARM<\/span> ist eine rei\u00adne Ent\u00adwick\u00adlungs\u00adfir\u00adma, baut und ver\u00adkauft kei\u00adne fer\u00adti\u00adgen Pro\u00adzes\u00adso\u00adren. Die meis\u00adten in Smart\u00adphones und Tablets ver\u00adwen\u00adde\u00adten Pro\u00adzes\u00adso\u00adren basie\u00adren auf ARM-Tech\u00adno\u00adlo\u00adgie. ARM<\/span> lizen\u00adziert das Design an Unter\u00adneh\u00admen wie Qual\u00adcomm, NVIDIA<\/span> oder Sam\u00adsung, die es ent\u00adwe\u00adder als Refe\u00adrenz\u00adde\u00adsign oder nach eige\u00adnem Rezept zu fer\u00adti\u00adgen Chips ent\u00adwi\u00adckeln und pro\u00addu\u00adzie\u00adren d\u00fcr\u00adfen. Trotz\u00addem will AMD<\/span> nat\u00fcr\u00adlich auch k\u00fcnf\u00adtig eige\u00adne Pro\u00adzes\u00adso\u00adren anbieten.<\/p>\n

Die\u00adser Deal \u00f6ff\u00adnet AMD<\/span> sicher\u00adlich auch eini\u00adge T\u00fcren im wach\u00adsen\u00adden Markt Chi\u00adna mit Bran\u00adchen\u00adgr\u00f6\u00ad\u00dfen wie Bai\u00addu, Ten\u00adcent oder Ali\u00adbaba, die rie\u00adsi\u00adge Daten\u00adzen\u00adtren betrei\u00adben und bau\u00aden. Mit der f\u00fcr Anfang 2017 erwar\u00adte\u00adten neu\u00aden Ser\u00adver-Platt\u00adform auf Zen-Basis kommt AMD<\/span> viel\u00adleicht gera\u00adde noch recht\u00adzei\u00adtig, um vom dor\u00adti\u00adgen Inter\u00adnet-Boom zu profitieren.<\/p>\n","protected":false},"excerpt":{"rendered":"

Gestern Abend unse\u00adrer Zeit pr\u00e4\u00adsen\u00adtier\u00adte AMD<\/span> sei\u00adne Quar\u00adtals\u00adzah\u00adlen. Wie\u00adder reich\u00adte es nicht f\u00fcr einen Gewinn, doch die B\u00f6r\u00adsia\u00adner jubeln, denn AMD<\/span> konn\u00adte die (zuge\u00adge\u00adbe\u00adner\u00adma\u00ad\u00dfen nied\u00adri\u00adgen) Erwar\u00adtun\u00adgen \u00fcber\u00adtref\u00adfen. Die Aktie sprang nach\u00adb\u00f6rs\u00adlich zwi\u00adschen\u00adzeit\u00adlich um 20 Pro\u00adzent nach oben. Zus\u00e4tz\u00adlich zu den \u00fcber\u00adtrof\u00adfe\u00adnen Ana\u00adlys\u00adten\u00ader\u00adwar\u00adtun\u00adgen d\u00fcrf\u00adte jedoch die Ank\u00fcn\u00addi\u00adgung von AMD<\/span> den Kurs befl\u00fc\u00adgelt haben, k\u00fcnf\u00adtig sei\u00adne Ser\u00adver-Tech\u00adno\u00adlo\u00adgie an ein chi\u00adne\u00adsi\u00adsches Joint Ven\u00adture zu lizen\u00adzie\u00adren. (\u2026) Wei\u00adter\u00adle\u00adsen \u00bb<\/a><\/p>\n","protected":false},"author":2,"featured_media":80,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"wp_typography_post_enhancements_disabled":false,"ngg_post_thumbnail":0,"footnotes":""},"categories":[12],"tags":[966,1080],"class_list":["post-23216","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-aktuelles","tag-amd","tag-thatic","entry"],"share_on_mastodon":{"url":"","error":""},"_links":{"self":[{"href":"https:\/\/www.planet3dnow.de\/cms\/wp-json\/wp\/v2\/posts\/23216","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.planet3dnow.de\/cms\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.planet3dnow.de\/cms\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.planet3dnow.de\/cms\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.planet3dnow.de\/cms\/wp-json\/wp\/v2\/comments?post=23216"}],"version-history":[{"count":24,"href":"https:\/\/www.planet3dnow.de\/cms\/wp-json\/wp\/v2\/posts\/23216\/revisions"}],"predecessor-version":[{"id":23239,"href":"https:\/\/www.planet3dnow.de\/cms\/wp-json\/wp\/v2\/posts\/23216\/revisions\/23239"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.planet3dnow.de\/cms\/wp-json\/wp\/v2\/media\/80"}],"wp:attachment":[{"href":"https:\/\/www.planet3dnow.de\/cms\/wp-json\/wp\/v2\/media?parent=23216"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.planet3dnow.de\/cms\/wp-json\/wp\/v2\/categories?post=23216"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.planet3dnow.de\/cms\/wp-json\/wp\/v2\/tags?post=23216"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}