Analog Devices拟收购Alif Semiconductor,导入AI原生处理平台,推动因应下一代现实世界系统的实体智能发展
- 加速ADI「实体智能」落地,使系统能在实体环境的约束下实时完成本地感知、推理与执行
- 导入Alif的AI原生融合处理器,为客户提供一个可扩展平台,透过将新一代数码技术与ADI的先进类比产品组合相结合,快速建构完整的系统级解决方案
- 凭藉完整且差异化的解决方案,拓展ADI在工业、数据中心基础设施、防务、能源、机器人、数码健康及穿戴式应用等领域的总体潜在市场
Analog Devices, Inc. (Nasdaq: ADI)与Alif Semiconductor宣布,双方已达成最终协定,ADI将以13.5亿美元全现金交易收购Alif。
人工智能正迈入新阶段:模型不再局限于解读文本与图像,而是开始理解语境并与实体世界互动。这个转变要求系统能够基于运动、声音、振动、无线电波及热力学等信号进行推理,并在严苛的功耗、时延、安全性及可靠性约束下实现本地运行。而这正是ADI对「实体智能」的解读。
Alif正凭藉一个由高能效AI原生微控制器与融合处理器构成的精密平台重新定义边缘智能。平台采用异构架构,支持实时传感器融合、低时延推理和端侧AI,为各类具有严苛要求的实体系统注入高端智能。
将ADI在感知、信号处理、电源、连接及应用软件领域的优势与Alif前缘数码平台相结合,有助于加速推出更完备的实体智能解决方案。ADI与Alif的携手,将协助客户因应更广泛、更复杂的系统级挑战。
高端主管评论
ADICEO暨董事会主席Vincent Roche表示:「AI正从数据中心走向实体世界,而在实体世界中,时延、功耗与可信度均不容妥协。这恰好是ADI数十年来深耕的领域,在微妙的电物理界面处,现实世界的信号在此转化为可执行的智能。透过将Alif的数码文书处理能力与ADI在多模态感知、信号处理、电源、连接及软件领域的优势相结合,我们将协助客户打造全新一代安全、智能的系统,以具备实时本地感知、推理与执行能力。这代表了AI发展的下一前缘:具身化与确定性,这就是实体智能的实际展现。」
Alif共同创始人暨总裁Reza Kazerounian表示:「Alif自创立之初,便致力于重塑AI时代的微控制器。我们从一开始便采用异构架构设计,将专用低功耗神经处理与连接、安全及智能电源管理相结合,确保算力资源精准分配至所需之处。结合ADI在实体世界的深厚积累与广泛的类比系统能力,我们将进一步拓展业务范围及解决方案,共同为实体智能的未来赋能。」
Alif的芯片已实现量产出货,并已获得多家领导级消费性电子及工业客户采用。
交易详情
根据双方董事会已批准的协定条款,ADI将向Alif股东支付13.5亿美元的前期现金对价,具体以最终协定条款为准。此外,ADI还可能支付最高2亿美元的额外或有对价。该交易预计将于2026年底前完成,具体取决于惯常的交割条件,以及修订版《1976年哈特-斯科特-罗迪诺反垄断改进法案》(Hart-Scott-Rodino Antitrust Improvements Act of 1976) 规定的适用等待期(及其任何延期期限)届满。
关于ADI
Analog Devices, Inc. (NASDAQ: ADI)为全球领先的半导体公司,致力于在现实世界与数码世界之间搭起桥梁,以实现智能边缘领域的突破性创新。ADI提供结合类比、数码、AI和软件技术的解决方案,以积极因应气候变迁挑战,建立人与世界万物的可靠互联,并推动自动化与机器人、汽车、医疗保健、能源与数据中心等领域的持续发展。ADI 2025会计年度营收超过110亿美元,并协助创新者不断超越一切可能。更多信息请浏览www.analog.com。
关于Alif Semiconductor
Alif Semiconductor总部位于美国加州普莱森顿(Pleasanton),致力于提供新一代安全、互联且高能效的边缘AI微控制器与融合处理器。Alif的产品架构涵盖单核心到多核心系统,内建神经处理单元(NPU)及先进的图形加速模块。欲了解更多信息,请浏览alifsemi.com。
顾问
PJT Partners担任ADI的财务顾问,Wachtell, Lipton, Rosen & Katz担任其法律顾问。Qatalyst Partners担任Alif的财务顾问,DLA Piper担任其法律顾问。
Forward-Looking Statements
This press release contains forward-looking statements, which address a variety of subjects including, for example, the expected timetable for closing of the transaction between Analog Devices, Inc. and Alif Semiconductor; the expected benefits of the transaction; ADI's expected product offerings, product development, and technical advances resulting from the transaction; markets, market position, addressable markets, and growth opportunities; and other future events. Statements that are not historical facts, including statements about our beliefs, plans, and expectations, are forward-looking statements. Such statements are based on our current expectations and are subject to a number of factors and uncertainties, which could cause actual results to differ materially from those described in the forward-looking statements. The following important factors and uncertainties, among others, could cause actual results to differ materially from those described in these forward-looking statements: the risk that regulatory approvals may not be obtained or other closing conditions may not be satisfied in a timely manner or at all; the possibility that the transaction will not close or that closing may be delayed; unforeseen or unknown liabilities; costs or expenses related to the transaction; the inability to retain key personnel; difficulties in integrating the acquired business; the risk that expected benefits of the transaction may not be realized or may take longer to realize than expected; and uncertainty as to the long-term value of our common stock. For additional information about factors that could cause actual results to differ materially from those described in the forward-looking statements, please refer to our filings with the Securities and Exchange Commission, including the risk factors contained in our most recent Annual Report on Form 10-K and our most recent Quarterly Report on Form 10-Q. Forward-looking statements represent management's current expectations and are inherently uncertain. Except as required by law, we do not undertake any obligation to update forward-looking statements made by us to reflect subsequent events or circumstances.
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