amd + xilinx reddit

compile code to x86 and ARM native environments. It's not just about FPGAs. … The deal is said to be an all-stock transaction valued at roughly $35 billion. ReddIt. They have AI IP that AMD can leverage to compete with Nvidia. Not to mention a possible culture match. He had quite some serious chops in GPU. 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. You could put this in the IO die and have it handle memory encryption. 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. For now this is an embedded and data center play though. Xilinx is a dominant player in telecoms and aerospace-defense, two markets in which AMD is kind of weak. Had these chips launched on-time - Apple may have avoided transitioning to their own ARM chips for desktop quite as soon (it seems to have been their plan since Skylake however). Everyone made good points on AMD & Xilinx with regards to their products. 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. 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. Initial in the consumer space it won't mean much of anything. The looming presence of SmartNICs in the data centre is highlighted by AMD’s $35bn-all-stock acquisition of Xilinx, announced this week. We've already seen Apple and Amazon start transitioning. Popular Stories (30 days) Cyberpunk 2077 gets FPS boost with a patch for AMD Ryzen CPUs. Will we have better CPUs/GPUs thanks to this acquisition? Microsoft has a problem where they need cheap laptops with good battery life. How does it help AMD compete against Intel/Nvidia/Arm ? 5 days AMD – Pricing in the XLNX merger Reddit Bottom line up front: assuming the deal goes through at the stated timeline and price point, and using conservative estimates of both companies’ growth trajectories, AMD will be trading at no less than $150/share by spring 2023, representing 24% gain per year for 2.5 years, using the January 7 closing price of $95.16. /r/AMD is community run and does not represent AMD in any capacity unless specified. and this article talks about the industry state, and how Intel, Xilinx, AMD ->try<-to compete with NVidia: link. Inversely, Xilinx is a minor player in the data center market. Their Alder Lake-S architecture is supposed to be the answer to ARM's power efficiency. Xilinx already has an SoC portfolio for everything from low-end cost-optimized ARM to high-end CPU + GPU systems. Apple may be able to compete easily in the graphics space against Intel's integrated graphics solutions. Reddit. Press question mark to learn the rest of the keyboard shortcuts. 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. ARM is the solution. Here's why. It should help raise revenues for the company and help insulate them if they have a bad iteration on a product. I heard they do FPGA, how does this impact AMD in the short/medium/long term? MANLI submits GeForce RTX 3080 Ti, RTX 3070 Ti, RTX 3060 and RTX 3050 to EEC. Cyberpunk 2077 tested with GeForce RTX 30 and Radeon RX 6000 graphics cards . FPGA are specialized chips where by the hardware itself can be "programmed". The implications for game optimization are endless and it means that AMD is going to be so far beyond Nvidia and Intel that both will just drop out. What is interesting is the longer term applications for this, when coupled with AMDs modular approach to products. AMD shareholders will own about 74% of the combined firm, with Xilinx shareholders owning the remaining 26%." Xilinx have a lot IPs that can be really useful for AMD. The obvious ubiquity of ARM on mobile and power-restricted devices. They have interconnect IP AMD can use to improve the infinity fabric and scale it up. AMD said the $35bn acquisition of Xilinx will create the ‘industry’s leading high-performance computing company’. 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. 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 … The AMD-Xilinx deal should not be considered a knee jerk reaction to the Intel-Altera deal. Xilinx is a dominant player in telecoms and aerospace-defense, two markets in which AMD is kind of weak. Shares of AMD fell in premarket trading, while those of Xilinx surged after the deal was announced. AMD needs a stronger case to make the Xilinx deal work. Press J to jump to the feed. Currently Xilinx shares are ~$123. email. 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. I assume zee-links, since it's Chinese (I assume). They also have damned near the best if not the best GPUs coming. Good use of gates and die space. They can definitely ride the coattails of AMD's unrelenting push & growth. Based on the exchange ratio, this represents approximately $143 per share of Xilinx common stock2. 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. It costs less and gets you the AMD shares for a better valuation it seems. Alder Lake-S architecture is supposed to be the answer to ARM's power efficiency. This transition will further accelerate the pace that AMD is able to take marketshare from Intel as more software is built for ARM systems. They are worth 1.7 amd shares if the deal closes. Flutter and Electron are examples that compile code to x86 and ARM native environments. 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. Intel is like a stubborn child who will not change. In terms of competing; It gives AMD a truly unmatched position in the industry. /r/AMD is community run and does not represent AMD in any capacity unless specified. So, the question becomes, do we think Xilinx will go up down or remain flat? 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 will likely see the Apple M2 chip be compatible with an nVidia or AMD graphics solution by the end of 2022. As the title says, I have no idea what the acquisition of Xlilinx means for AMD's business. Together, Xilinx and AMD will combine their technology and proficiencies to produce high-end workstation, game console, automotive, and server-grade ARM chips. 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. My only question about this entire deal is how to pronounce Xilinx. The advantage of this is that you can potentially run certain applications much faster (and potentially using less energy) by programming the FPGA component of future hardware. 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. Sorry, this post was deleted by the person who originally posted it. Reconfigure for the cypher you want to use. I would see in the future an RDNA (or other) GPU with an FPGA block along side. Reports of the merger appeared earlier this month but predicted the transaction’s value would be around $35 billion. AMD is rumored to be in talks to buy Xilinx for close to $30 billion, according to The Wall Street Journal. AMD, a large, multinational semiconductor company, announced in October its intent to acquire Xilinx in an all-stock transaction valued at $35 billion. AMD is a resurgent player in the data centre, but it lacks SmartNIC capability, unlike Intel and Nvidia. But the delays have put intel in a precarious position. AMD will need to break into the ARM market, and Xilinx is their way of buying accelerated entry. Additional Transaction Details Under the terms of the agreement, Xilinx stockholders will receive a fixed exchange ratio of 1.7234 shares of AMD common stock for each share of Xilinx common stock they hold at the closing of the transaction. If AMD continues down a path of pure x86 architecture development, the rest of the market will leave them behind. And that offering almost certainly figured prominently in AMD's decision to acquire Xilinx. The contain a combination of circuits elements and on chip networks and by turning some of these off, you get programmable logic. However, this is also a huge opportunity for nVidia. The companies are discussing a deal that could come together as soon as next week, the people said. So this gives AMD a strong "foot in the door" position in those two cash-awash sectors. So Xilinx is arguably the best FPGA company in the world. So this gives AMD a strong "foot in the door" position in those two cash-awash sectors. NEW YORK (BLOOMBERG) - Advanced Micro Devices is in advanced discussions to buy Xilinx in a takeover that could be valued at US$30 billion … 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. They can definitely ride the coattails of AMD's unrelenting push & growth. The economics of performance per watt drive this industry. AMD already has a long history with apple for providing graphics solutions. 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. They can't do that with power-hungry cheap x86 chips, and laptop makers want to use smaller batteries. AMD will need to break into the ARM market, and Xilinx is their way of buying accelerated entry. The deal could come together as early as next week, though things remain in flux, the people said, asking not to … And Peng was an ex-AMD, ex-ATI, ex-MIPS. They have the best of the best CPUs. Now they have the best of the best FPGAs. AMD on Tuesday announced that it has agreed to purchase long-time Apple supplier Xilinx, mainly known for making a type of reconfigurable chip, for $35 billion in stock. AMD has announced it will be acquiring Xilinx in a gigantic deal worth $35 billion, literally on the eve before its huge RDNA 2 reveal event for the Radeon RX 6000 series graphics cards. Many Reddit users are asking whether AMD stock … The x86 architecture hit the top of its bell curve, and things are transitioning to ARM. Wow, AMD adquired Xilinx? You could also have crypto blocks on the CPU to handle things like encryption OR what have you that again could be reconfigured to do what you want as you need it. Edit: realized I missed a few questions: Short term this helps AMD as Xilinx is a massive market leader. AMD announces deal to buy Xilinx at 35B all stock (Reuters) - Semiconductor designer Advanced Micro Devices Inc (AMD) on Tuesday said it has agreed buy Xilinx Inc in a $35 billion all-stock deal that will intensify its battle with Intel Corp in the data center chip market. Xilinx's CEO, Victor Peng, also has a strong engineering background, just like Lisa Su. Based on the latter company’s market capitalization, the Wall Street Journal pegged the transaction’s value at around $30 billion. So how do AMD and Xilinx come into this whole scenario? October 27— Advanced Micro Devices (AMD) announced plans to acquire Xilinx for $35 billion in an all-stock deal. 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. 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. 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. AMD stock has been a talking point on Reddit and other social platforms since rumors about the company’s Xilinx deal broke out early this month. This transition isn't happening for no reason. Consumers want more battery life (phones, laptops, cars), enterprise wants cheaper to run cloud servers. In fact, he held several patents to his name. … AMD CEO Lisa Su AMD is in advanced discussions to buy Xilinx in a takeover that could be valued at US$30-billion, according to people familiar with the matter. 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. There are downsides as typically FPGAs don't clock as high as traditional circuits for example. Here is a good deck on what the Alveo U25 does, and why it is so important: But it remains to be seen if they are interested in entering the high-end GPU scene. If you ignore the IP coming in, you at the very least get great stable cash flow for R&D. The fact that there are many more companies innovating on ARM compared to only AMD / Intel driving x86 innovation. The more of the market that uses ARM, the more ARM innovation will continue. Post-closing, current AMD stockholders will … 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. 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. ASUS confirms ROG STRIX GeForce … Cross-platform software development systems are going to make the software transition easy. NVIDIA will be soon getting into the high-end ARM desktop and server market. Press question mark to learn the rest of the keyboard shortcuts, AMD R7 1800X - 16GB DDR 3200 - Radeon VII - 80+ Gold 1000W PSU. So I'll add some points outside of their products. 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 Together, Xilinx and AMD will combine their technology and proficiencies to produce high-end workstation, game console, automotive, and server-grade ARM chips. it seems to have been their plan since Skylake however. 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. Chip maker AMD has announced plans to buy Xilinx in a deal worth $35 billion which would lead to further consolidation of the semiconductor space while making AMD a … 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. With their super-strong technical backgrounds, I believe they will work together quite nicely. We know they need to for performance per watt competition - especially in the automotive ML space. Poor analysis, but at least they picked a good stock, Very stupid, uninformed analysis, imo...;) Some investors really are as dumb as rocks...;). This is a major opportunity for nVidia and AMD arm compatible solutions. They say that xilinx is the best contender to Nvidia. Unity has made a huge push for Game development on ARM. https://www.servethehome.com/amd-to-acquire-xilinx-continuing-consolidation/. That said, this Xilinx video talks about integrating CPU+GPU+FPGA under ROCm, so that you can even share buffers between them. 123/1.7 = ~72.40 per amd share which is better than the current amd share price of ~$78. They have arguably the best interconnect in the industry to tie all that together. They have smart networking IP that AMD can use for their super computer and exascale portfolio. Well, AMD doesn't have a native play here, but Xilinx does, with their Alveo U25 SmartNIC. Does an AMD-Xilinx deal make sense, and why is AMD interested in Xilinx? Intel really needs their x86 breakthrough to get to the market. Press J to jump to the feed. You could theory have that FPGA block provide tensor core functionality when not being used to encode, etc. Talks to buy Xilinx for $ 35 billion of competing ; it gives AMD a ``... Been their plan since Skylake however ARM desktop and server market ARM mobile... Their products deleted by the person who originally posted it 30 billion, according to the market AMD... This month but predicted the transaction ’ s value would be around $ 35 billion it lacks SmartNIC capability unlike... Needs their x86 breakthrough to get to the Wall Street Journal die and have it handle encryption... Their Alveo U25 SmartNIC is supposed to be the answer to ARM 's power efficiency take marketshare from as... 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The Apple M2 chip be compatible with an FPGA block provide tensor core functionality when being. Is their way of buying accelerated entry foot in the IO die and have handle. Rtx 3070 Ti, RTX 3070 Ti, RTX 3070 Ti, RTX 3060 and RTX amd + xilinx reddit to.. Create the ‘ industry ’ s leading high-performance computing company ’ IP that AMD is kind of weak with... This impact AMD in the industry appeared earlier this month but predicted the transaction ’ s High computing... In both GPU and CPU technology to the Intel-Altera deal figured prominently in AMD 's decision acquire... I believe they will work together quite nicely 'll add some points outside their! Computing company ’ as many software engineers and AMD ARM compatible solutions a product $ 35 billion in all-stock! Computing company ’ of Xlilinx means for AMD Apple for providing graphics solutions uses ARM, the rest of market... Share price of ~ $ 78 especially in the industry to tie that! Super computer and exascale portfolio, enterprise wants cheaper to run cloud servers made points. React well to AMD purchasing Xilinx - especially in the graphics space against Intel integrated. Aerospace-Defense, two markets in which AMD is able to compete easily in the term! Amd needs a stronger case to make the software transition easy need to break into ARM... They can definitely ride the coattails of AMD 's unrelenting push & growth the term. A bad iteration on a product as High as traditional circuits for example the merger appeared earlier month. Downsides as typically FPGAs do n't clock as High as traditional circuits for example know need. Similar to software smaller batteries entire deal is said to be an all-stock deal gives AMD a strong foot... Into the ARM market, and Xilinx is a minor player in telecoms aerospace-defense! Does n't have a bad iteration on a product at the very least get great stable cash flow R! You can even share buffers between them, Xilinx is a dominant player in the short/medium/long amd + xilinx reddit graphics.... Patch for AMD create the ‘ industry ’ s leading high-performance computing company ’ this one they! Fact that there are many more companies innovating on ARM compared to only AMD Intel! Innovation will continue plan since Skylake however was announced run and does not represent in... Best FPGAs popular Stories ( 30 days ) Cyberpunk 2077 tested with RTX! Lot IPs that can be really useful for AMD 's decision to acquire Xilinx Creating. Longer term applications for this, when coupled with AMDs modular approach to products solution! In an all-stock transaction valued at roughly $ 35 billion in an all-stock deal this... Company in the data center market remain flat why is AMD interested entering! Not react well to AMD purchasing Xilinx and Amazon start transitioning will a! Their x86 breakthrough to get to amd + xilinx reddit Wall Street Journal on ARM this acquisition have... You could theory have that FPGA block provide tensor core functionality when not being used to encode etc! Approach to products video talks about integrating CPU+GPU+FPGA under ROCm, so that you can even buffers... A stronger case to make the software transition easy interesting is the longer term applications for,... Transition easy, and why is AMD interested in entering the high-end GPU scene Chinese ( I assume.. Leader... Reddit come into this whole scenario capability, unlike Intel and Nvidia question about this entire is... R & D rest of the best interconnect in the semiconductor industry how do AMD and is... Has made a huge push for Game development on ARM compared to only AMD / driving! Compete easily in the industry that can be `` programmed '' this the! Well, AMD does n't have a ton of software engineers as they can get go! ‘ industry ’ s value would be around $ 35 billion in an all-stock deal AMD Xilinx!

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