Rumor: AMD looking to aquire Xilinx

cdabc123

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If so it could definitely give AMD a decent front for approaching more of the datacenter margin Intel currently holds (as well as Intels FPGA solutions).

It will be interesting to see how Nvidia and AMD would be able to leverage ARM and Xilinx respectively as both are large companies with a significant amount of market share and technology. It would be even more exciting to see if AMD can swing a deal using a significant portion of stock given the interesting opportunity they are currently experiencing.

https://www.tomshardware.com/news/a...ks-to-buy-xilinx-for-roughly-dollar30-billion
 

Lakados

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This is good for AMD, there shouldn't be any regulatory hurdles here especially not if NVidia could buy Mellanox. I would like to see AMD become a larger presence in the data center/server market.
 
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Especially since Intel already bough Altera.

As a Xilinx customer I'm a bit nervous by this, as one thing I really liked was that Xilinx was purely a FPGA company whereas Altera got a bit diluted in focus/support/tools by the Intel acquisition.
 

PhaseNoise

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Makes sense. Having a full portfolio of "processing options" is a good thing.
 

cdabc123

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As a Xilinx customer I'm a bit nervous by this, as one thing I really liked was that Xilinx was purely a FPGA company whereas Altera got a bit diluted in focus/support/tools by the Intel acquisition.

I feel Intel has a knack for absorbing companies without any real benifits. AMD can't afford to do that so if this acquisition takes place I would imagine AMD will try to keep the company thriving beneath them. There are also definently profitable ways to integrate some of the technologies Xilinx has and I personally would buy a server chip with a fpga on the die if they ever brought such to market.
 
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I feel Intel has a knack for absorbing companies without any real benifits. AMD can't afford to do that so if this acquisition takes place I would imagine AMD will try to keep the company thriving beneath them. There are also definently profitable ways to integrate some of the technologies Xilinx has and I personally would buy a server chip with a fpga on the die if they ever brought such to market.

I see a lot of synergies here for AMD:

Shores up their weakness in the ML/AI space
Gives them both SKUs and a team that has experience with ARM and FPGA silicon co-located on the same SoC (this is a huge deal I think for the future of embedded devices)

An AMD APU with an integrated FPGA would be something super interesting as well for a lot of edge applications
 

Lakados

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I feel Intel has a knack for absorbing companies without any real benifits. AMD can't afford to do that so if this acquisition takes place I would imagine AMD will try to keep the company thriving beneath them. There are also definently profitable ways to integrate some of the technologies Xilinx has and I personally would buy a server chip with a fpga on the die if they ever brought such to market.
Yeah AMD has really fallen behind on the AI side of things and both NVidia and Intel are way ahead of them in those departments and getting access to the Vitis AI platform would be a huge jumpstart for them. Residential / Commercial sales are only going to take AMD so far they need to get into the data centre and research markets fast and hard otherwise they are soon going to find that the developed systems all run on their competitor's hardware and interfaces leaving them no real room to jump in.
 

Lakados

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I see a lot of synergies here for AMD:

Shores up their weakness in the ML/AI space
Gives them both SKUs and a team that has experience with ARM and FPGA silicon co-located on the same SoC (this is a huge deal I think for the future of embedded devices)

An AMD APU with an integrated FPGA would be something super interesting as well for a lot of edge applications
The network security implications would be huge, same with real-time antivirus, the idea of having a chip that could be programmed on the fly by a game you are playing to enable specific feature optimizations is really intriguing especially in a console space where you could guarantee all the devices have it.
 
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What is super interesting too is that if Intel owns Altera and AMD owns Xilinx, if Apple wants to do anything with FPGAs in the future they will be out of luck...unless they want to design their own ecosystem completely from scratch. I could see cross licensing IP deals in the future possibly...
 

PhaseNoise

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What is super interesting too is that if Intel owns Altera and AMD owns Xilinx, if Apple wants to do anything with FPGAs in the future they will be out of luck...unless they want to design their own ecosystem completely from scratch. I could see cross licensing IP deals in the future possibly...
Why do you think they'd be out of luck? They can buy FPGAs and SDKs like everyone else.

Also - proven track record of developing in-house groups to replace external vendors if need be.
 

Lakados

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Why do you think they'd be out of luck? They can buy FPGAs and SDKs like everyone else.

Also - proven track record of developing in-house groups to replace external vendors if need be.
And if Apple feels threatened by it, they could counter any offer AMD was willing to put to the table just to keep it from happening and barely have it dent their yearly financials.
 

cdabc123

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The network security implications would be huge, same with real-time antivirus, the idea of having a chip that could be programmed on the fly by a game you are playing to enable specific feature optimizations is really intriguing especially in a console space where you could guarantee all the devices have it.

I would love to see software that could make use of a on chip fpga. And Intel has altera so they could play ball in that realm as well.

As for Apple. AMD is more then happy to licence sell and design silicon solutions. If apple wanted I'm sure they could make it happen for a reasonable sum of cash. Probably cheaper then them designing and maintaining there own fpga division.
 

Mega6

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Pure stock deal - which is the best scenario for AMDs financials. Dilutes the stock but also gains a huge 30% or so Market Cap right off the bat. AMD is now a $125B Company compared to $191B for intel. Not too bad.

"Semiconductor designer Advanced Micro Devices on Tuesday said it has agreed to buy Xilinx in a $35 billion all-stock deal"

"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. AMD shareholders will own about 74% of the combined firm, with Xilinx shareholders owning the remaining 26%."
 
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cdabc123

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Amd trading abit down after this. Expected for a acquisition of this size and honestly it has me comptemplating.

Crazy that amd was able to pull this off with just stock and it will be interesting to see how amd run xilinx and possibly inigrates there ip
 

tangoseal

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Amd trading abit down after this. Expected for a acquisition of this size and honestly it has me comptemplating.

Crazy that amd was able to pull this off with just stock and it will be interesting to see how amd run xilinx and possibly inigrates there ip
Yes they are down but.....
Xilinx is trading up like 10+

Since AMD has agreed to buy them, the market valuation of AMD will drop because they are about to write a check for 35 Bn. But they will gain it back plus because of the value Xilinx is trading for.
 

Mega6

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Yes they are down but.....
Xilinx is trading up like 10+

Since AMD has agreed to buy them, the market valuation of AMD will drop because they are about to write a check for 35 Bn. But they will gain it back plus because of the value Xilinx is trading for.
AMD is not writing a check. Just effectively printing off more shares (share value dilution).
 
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