Luca de Ambroggi
Senior Principal Analyst-Automotive Electronics Ecosystem
Luca deals with the impact that transformative technologies and new E/E architectures are having in the industry, disrupting and reshaping the complete automotive supply chain.
Latest From Luca de Ambroggi
Next-generation E/E architectures will create new business models for automakers and suppliers. But a Wards Intelligence survey shows few see themselves as pacesetters, and there’s some uncertainty about where the best monetization opportunities are. The massive change in operations, and the associated costs, will put constraints on the timeframe and depth of the changes in infrastructure and vehicle architectures that OEMs will be able to address.
AMD’s proposed purchase of Xilinx is an answer to the potential NVIDIA-ARM tie-up that would create two giants in the microprocessor sector.
An AMD acquisition of Xilinx would build another semiconductor powerhouse, but it would be important not to lose sight of what makes the two companies different.