2025年的全球半导体并购潮，并非简单的规模扩张，而是一场在人工智能革命、地缘政治变局和算力范式转移交织下的战略性生态整合。巨头们的收购逻辑已从“补全产品线”升级为“掌控未来生态链”的全栈竞争。从英伟达鲸吞AI软件公司（AI21 Labs）与数据引擎（Gretel），到高通接连拿下高速互连（Alphawave）与开发平台（Arduino），再到AMD持续并购软件栈公司（MK1, Brium），一个...
Source Link2025年的全球半导体并购潮，并非简单的规模扩张，而是一场在人工智能革命、地缘政治变局和算力范式转移交织下的战略性生态整合。巨头们的收购逻辑已从“补全产品线”升级为“掌控未来生态链”的全栈竞争。从英伟达鲸吞AI软件公司（AI21 Labs）与数据引擎（Gretel），到高通接连拿下高速互连（Alphawave）与开发平台（Arduino），再到AMD持续并购软件栈公司（MK1, Brium），一个...
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