Nov. 18, 2020 — This week at the SC20 virtual conference, Xilinx is presenting a technology demonstration showcasing the integration of Xilinx Alveo accelerator cards with the AMD ROCm open software platform. My only question about this entire deal is how to pronounce Xilinx. The deal is said to be an all-stock transaction valued at roughly $35 billion. How does it help AMD compete against Intel/Nvidia/Arm ? They have the best of the best CPUs. Poor analysis, but at least they picked a good stock, Very stupid, uninformed analysis, imo...;) Some investors really are as dumb as rocks...;). Stock annalists might know a lot about finance and stuff, but they've no idea that they're talking about when it comes to technology. AMD is a resurgent player in the data centre, but it lacks SmartNIC capability, unlike Intel and Nvidia. Xilinx's CEO, Victor Peng, also has a strong engineering background, just like Lisa Su. AMD can continue to optimize x86 down the popularity bell curve while gaining early entry and innovation in the ARM market - though they are still behind in experience and execution compared to nVidia, Apple, and Amazon, Xilinx is their accelerator to catch up. We've already seen Apple and Amazon start transitioning. Reports of the merger appeared earlier this month but predicted the transaction’s value would be around $35 billion. Reddit . Heck yeah, way to counter ARM acquisition from nVidia and the fact that Xilinx also made a partnership with Solarflare Communications, this is an interesting portfolio for AMD. October 27— Advanced Micro Devices (AMD) announced plans to acquire Xilinx for $35 billion in an all-stock deal. I heard they do FPGA, how does this impact AMD in the short/medium/long term? In fact, he held several patents to his name. it seems to have been their plan since Skylake however. Based on the latter company’s market capitalization, the Wall Street Journal pegged the transaction’s value at around $30 billion. Cross-platform software development systems are going to make the software transition easy. Not to mention a possible culture match. The FPGA block would be programmed for whatever encoder you wanted and encoding would be handled there instead of inside general purpose compute or specific circuitry. Inversely, Xilinx is a minor player in the data center market. But the delays have put intel in a precarious position. Xilinx is a dominant player in telecoms and aerospace-defense, two markets in which AMD is kind of weak. So Xilinx is arguably the best FPGA company in the world. Press J to jump to the feed. As the title says, I have no idea what the acquisition of Xlilinx means for AMD's business. Flutter and Electron are examples that compile code to x86 and ARM native environments. Xilinx have a lot IPs that can be really useful for AMD. They are worth 1.7 amd shares if the deal closes. This transition isn't happening for no reason. https://www.servethehome.com/amd-to-acquire-xilinx-continuing-consolidation/. Reddit. They have smart networking IP that AMD can use for their super computer and exascale portfolio. Sorry, this post was deleted by the person who originally posted it. ReddIt. He had quite some serious chops in GPU. Cyberpunk 2077 tested with GeForce RTX 30 and Radeon RX 6000 graphics cards . The main market where AMD is looking at, from what they have published (see the starship apu white papers) is the data center where the FPGA components can be off loaded tasks such as for example neural network inference engines, codecs, encryption, stream processing. This means that, depending on the settled corporate structure of the deal, Peng can give some TLC to the Radeon Group while Su can get more "tactical" on the CPU front. AMD, Xilinx and certain of their respective directors and executive officers may be deemed to be participants in the solicitation of proxies in respect of the proposed transaction. Xilinx already has an SoC portfolio for everything from low-end cost-optimized ARM to high-end CPU + GPU systems. I assume zee-links, since it's Chinese (I assume). Now that Alder Lake-S is delayed until the second half of 2021, it's giving ARM critical time to evolve and take more market. So how do AMD and Xilinx come into this whole scenario? Shares of AMD fell in premarket trading, while those of Xilinx surged after the deal was announced. Apple is the most obvious Canary in the coal mine with the M1 macs - with ARM's IPC beating x86, Amazon AWS Graviton ARM based chips - a huge cost savings for many types of servers. So this gives AMD a strong "foot in the door" position in those two cash-awash sectors. In terms of competing; It gives AMD a truly unmatched position in the industry. AMD will need to break into the ARM market, and Xilinx is their way of buying accelerated entry. Press question mark to learn the rest of the keyboard shortcuts. Their Alder Lake-S architecture is supposed to be the answer to ARM's power efficiency. Currently Xilinx shares are ~$123. Whatsapp Linkedin FB Messenger Telegram Reddit WeChat Pinterest Print Purchase Article Copy permalink. compile code to x86 and ARM native environments. The contain a combination of circuits elements and on chip networks and by turning some of these off, you get programmable logic. Now they have the best of the best FPGAs. Based on the exchange ratio, this represents approximately $143 per share of Xilinx common stock2. Advanced Micro Devices Inc. is in advanced talks to buy rival chip maker Xilinx Inc., according to people familiar with the matter, in a deal that could be valued at more than $30 billion and mark the latest big tie-up in the rapidly consolidating semiconductor industry. They have AI IP that AMD can leverage to compete with Nvidia. We know they need to for performance per watt competition - especially in the automotive ML space. ARM isn't just winning power-efficiency contests anymore, they're winning in performance per watt in many new high-end scenarios like the server market. and this article talks about the industry state, and how Intel, Xilinx, AMD ->try<-to compete with NVidia: link. AMD this morning reported record quarterly revenue of $2.8 billion and a finalized deal to buy FPGA-maker Xilinx for $35 billion in an all-stock transaction. There are downsides as typically FPGAs don't clock as high as traditional circuits for example. Xilinx is a dominant player in telecoms and aerospace-defense, two markets in which AMD is kind of weak. … It's not just about FPGAs. You could put this in the IO die and have it handle memory encryption. Welcome to /r/AMD — the subreddit for all things AMD; come talk about Ryzen, Threadripper, EPYC, Navi, the next-gen consoles, news, rumours, show-off your build and more. 123/1.7 = ~72.40 per amd share which is better than the current amd share price of ~$78. The economics of performance per watt drive this industry. And that offering almost certainly figured prominently in AMD's decision to acquire Xilinx. NEW YORK (BLOOMBERG) - Advanced Micro Devices is in advanced discussions to buy Xilinx in a takeover that could be valued at US$30 billion … Press question mark to learn the rest of the keyboard shortcuts, AMD R7 1800X - 16GB DDR 3200 - Radeon VII - 80+ Gold 1000W PSU. ARM is the solution. Advanced Micro Devices (AMD) is in talks to acquire Xilinx, Inc., and a deal could be announced as soon as next week. They have interconnect IP AMD can use to improve the infinity fabric and scale it up. It also gives them a way into the machine vision/self driving car space. It costs less and gets you the AMD shares for a better valuation it seems. “Should AMD and Xilinx reach an agreement, three of the year’s largest deals so far would be in the semiconductor industry, according to Dealogic data. "Xilinx shareholders will receive about 1.7 shares of AMD common stock for each share of Xilinx common stock, valuing Xilinx at $143 per share, or about 24.8% higher than its $114.55 closing price on Oct. 26. Unity has made a huge push for Game development on ARM. The obvious ubiquity of ARM on mobile and power-restricted devices. Here is a good deck on what the Alveo U25 does, and why it is so important: The x86 architecture hit the top of its bell curve, and things are transitioning to ARM. Medium term the acquisition will likely help AMD tons in the super computer space as the FPGAs will be super useful for complex multi CPU configurations for communication purposes. It will mean absolutely massive leaps in both GPU and CPU technology to the point that the hardware basically acts similar to software. Edit: realized I missed a few questions: Short term this helps AMD as Xilinx is a massive market leader. The acquisition helps AMD keep pace during a time of consolidation in the semiconductor industry. AMD is rumored to be in talks to buy Xilinx for close to $30 billion, according to The Wall Street Journal. They say that xilinx is the best contender to Nvidia. Intel really needs their x86 breakthrough to get to the market. AMD to buy Xilinx for $35B Semiconductor maker Advanced Micro Devices (AMD) announced it will buy chipmaker Xilinx in a $35 billion all-stock deal that stands to intensify its rivalry with Intel in the data center chip market. Initial in the consumer space it won't mean much of anything. Xilinx is a San Jose-based company best known for producing field programmable gate array (FPGA) chips, which are often used in the telecommunication, automotive, aerospace, and … If AMD is able to start offering high-end ARM-based CPU solutions along with their dedicated high-end ARM-compatible graphics solutions, we may see Apple utilize AMD processors on their higher-end "Pro" lines of laptop and desktop systems. Wow, AMD adquired Xilinx? FPGA are specialized chips where by the hardware itself can be "programmed". The more of the market that uses ARM, the more ARM innovation will continue. Will we have better CPUs/GPUs thanks to this acquisition? AMD will need to break into the ARM market, and Xilinx is their way of buying accelerated entry. AMD just launched its Zen 3-powered Ryzen 5000 series CPUs and teased its next-gen RDNA 2-based Radeon RX 6000 series graphics cards -- and now, rumor has it AMD is about to acquire Xilinx. The fact that there are many more companies innovating on ARM compared to only AMD / Intel driving x86 innovation. So I'll add some points outside of their products. As someone who worked in Mobile Telecommunications - Core Network for some years, it was common to see Xilinx solutions in most of the equipments being used, so that name is definitely not strange for me. Reddit 2 months AMD’s Lisa Su Redoubles Intel Challenge With Record Xilinx Deal Yahoo Finance 2 months AMD’s Blockbuster Deal to Acquire Xilinx: 6 Thoughts TheStreet 2 months AMD Buying Xilinx For $35 Billion To Expand Data Center Business Investor's Business Daily The looming presence of SmartNICs in the data centre is highlighted by AMD’s $35bn-all-stock acquisition of Xilinx, announced this week. The obvious answer is that AMD is looking to boost its data center offering with particular emphasis on AI acceleration, a rapidly growing and lucrative market. AMD is buying its rival semiconductor company Xilinx. Reconfigure for the cypher you want to use. They can definitely ride the coattails of AMD's unrelenting push & growth. Intel is like a stubborn child who will not change. Microsoft has been trying to make Windows on ARM happen for a long time, and now that Apple has done it, we'll probably see this accelerate since it's now posh to have an ARM processor. For Intel the acquisition of Altera was just part of a shotgun strategy of acquiring many different technologies to create a one-stop shop for AI accelerators. AMD already has a long history with apple for providing graphics solutions. It should help raise revenues for the company and help insulate them if they have a bad iteration on a product. I would see in the future an RDNA (or other) GPU with an FPGA block along side. Does an AMD-Xilinx deal make sense, and why is AMD interested in Xilinx? Many Reddit users are asking whether AMD stock … Press J to jump to the feed. This transition will further accelerate the pace that AMD is able to take marketshare from Intel as more software is built for ARM systems. And they have a ton of software engineers and AMD could use as many software engineers as they can get. And Peng was an ex-AMD, ex-ATI, ex-MIPS. AMD to Acquire Xilinx, Creating the Industry’s High Performance Computing Leader ... Reddit. Post-closing, current AMD stockholders will … But it remains to be seen if they are interested in entering the high-end GPU scene. They also have damned near the best if not the best GPUs coming. If AMD continues down a path of pure x86 architecture development, the rest of the market will leave them behind. As ARM continues to become superior in raw power in more business cases, while X86 continues to see diminishing returns with each generation, the software market will inevitably start switching over to ARM. That said, this Xilinx video talks about integrating CPU+GPU+FPGA under ROCm, so that you can even share buffers between them. If you ignore the IP coming in, you at the very least get great stable cash flow for R&D. AMD To Acquire Xilinx written by Adam Armstrong October 27, 2020 In yet another big consolidation in the industry, AMD announced it has entered into a definitive agreement to acquire Xilinx today. The deal could come together as early as next week, though things remain in flux, the people said, asking not to … That said I am sure some engineers at both AMD and Xilinx are dreaming up crazy stuff I can't even begin to think of. Entering the high-end GPU scene for AMD 's unrelenting push & growth to. Break into the ARM market, and Xilinx come into this whole scenario for development. And that offering almost certainly figured prominently in AMD 's unrelenting push &.... Reaction to the Intel-Altera deal have AI IP that AMD is kind of weak ). 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