amd + xilinx reddit

The x86 architecture hit the top of its bell curve, and things are transitioning to ARM. ASUS confirms ROG STRIX GeForce … However, this is also a huge opportunity for nVidia. Together, Xilinx and AMD will combine their technology and proficiencies to produce high-end workstation, game console, automotive, and server-grade ARM chips. 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. Intel is like a stubborn child who will not change. Together, Xilinx and AMD will combine their technology and proficiencies to produce high-end workstation, game console, automotive, and server-grade ARM chips. The acquisition helps AMD keep pace during a time of consolidation in the semiconductor industry. 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 AMD-Xilinx deal should not be considered a knee jerk reaction to the Intel-Altera deal. But the delays have put intel in a precarious position. 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. 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. 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). and this article talks about the industry state, and how Intel, Xilinx, AMD ->try<-to compete with NVidia: link. They also have damned near the best if not the best GPUs coming. Not to mention a possible culture match. AMD will need to break into the ARM market, and Xilinx is their way of buying accelerated entry. 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 … Edit: realized I missed a few questions: Short term this helps AMD as Xilinx is a massive market leader. 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. 123/1.7 = ~72.40 per amd share which is better than the current amd share price of ~$78. Alder Lake-S architecture is supposed to be the answer to ARM's power efficiency. Reddit. In terms of competing; It gives AMD a truly unmatched position in the industry. 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. They say that xilinx is the best contender to Nvidia. The market did not react well to AMD purchasing Xilinx. 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. We know they need to for performance per watt competition - especially in the automotive ML space. email. 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. 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. They will die without it. They can definitely ride the coattails of AMD's unrelenting push & growth. ReddIt. https://www.servethehome.com/amd-to-acquire-xilinx-continuing-consolidation/. Wow, AMD adquired Xilinx? 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. Reports of the merger appeared earlier this month but predicted the transaction’s value would be around $35 billion. Now they have the best of the best FPGAs. As the title says, I have no idea what the acquisition of Xlilinx means for AMD's business. 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. 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. Currently Xilinx shares are ~$123. Cross-platform software development systems are going to make the software transition easy. They can definitely ride the coattails of AMD's unrelenting push & growth. low-end cost-optimized ARM to high-end CPU + GPU systems. What is interesting is the longer term applications for this, when coupled with AMDs modular approach to products. Press question mark to learn the rest of the keyboard shortcuts, AMD R7 1800X - 16GB DDR 3200 - Radeon VII - 80+ Gold 1000W PSU. Press question mark to learn the rest of the keyboard shortcuts. The economics of performance per watt drive this industry. 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. 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 … I heard they do FPGA, how does this impact AMD in the short/medium/long term? Post-closing, current AMD stockholders will … Xilinx is a dominant player in telecoms and aerospace-defense, two markets in which AMD is kind of weak. 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. 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. Intel has been on the defensive for a while, and these delays are what ARM needed to catch up and surpass in market share. So, the question becomes, do we think Xilinx will go up down or remain flat? AMD shareholders will own about 74% of the combined firm, with Xilinx shareholders owning the remaining 26%." 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. Well, AMD doesn't have a native play here, but Xilinx does, with their Alveo U25 SmartNIC. October 27— Advanced Micro Devices (AMD) announced plans to acquire Xilinx for $35 billion in an all-stock deal. Xilinx is a dominant player in telecoms and aerospace-defense, two markets in which AMD is kind of weak. Cyberpunk 2077 tested with GeForce RTX 30 and Radeon RX 6000 graphics cards . ReddIt. Their Alder Lake-S architecture is supposed to be the answer to ARM's power efficiency. ARM is the solution. They are worth 1.7 amd shares if the deal closes. My only question about this entire deal is how to pronounce Xilinx. The companies are discussing a deal that could come together as soon as next week, the people said. AMD, a large, multinational semiconductor company, announced in October its intent to acquire Xilinx in an all-stock transaction valued at $35 billion. Whatsapp Linkedin FB Messenger Telegram Reddit WeChat Pinterest Print Purchase Article Copy permalink. AMD already has a long history with apple for providing graphics solutions. 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. The deal is said to be an all-stock transaction valued at roughly $35 billion. The contain a combination of circuits elements and on chip networks and by turning some of these off, you get programmable logic. It also gives them a way into the machine vision/self driving car space. I assume zee-links, since it's Chinese (I assume). Based on the exchange ratio, this represents approximately $143 per share of Xilinx common stock2. This is a major opportunity for nVidia and AMD arm compatible solutions. So I'll add some points outside of their products. NVIDIA will be soon getting into the high-end ARM desktop and server market. Based on the latter company’s market capitalization, the Wall Street Journal pegged the transaction’s value at around $30 billion. compile code to x86 and ARM native environments. 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. Consumers want more battery life (phones, laptops, cars), enterprise wants cheaper to run cloud servers. Many Reddit users are asking whether AMD stock … … 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. It's not just about FPGAs. They have arguably the best interconnect in the industry to tie all that together. it seems to have been their plan since Skylake however. It should help raise revenues for the company and help insulate them if they have a bad iteration on a product. So how do AMD and Xilinx come into this whole scenario? The deal could come together as early as next week, though things remain in flux, the people said, asking not to … AMD to Acquire Xilinx, Creating the Industry’s High Performance Computing Leader ... Reddit. And they have a ton of software engineers and AMD could use as many software engineers as they can get. Press J to jump to the feed. 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. They have AI IP that AMD can leverage to compete with Nvidia. If you ignore the IP coming in, you at the very least get great stable cash flow for R&D. Inversely, Xilinx is a minor player in the data center market. NEW YORK (BLOOMBERG) - Advanced Micro Devices is in advanced discussions to buy Xilinx in a takeover that could be valued at US$30 billion … Xilinx already has an SoC portfolio for everything from low-end cost-optimized ARM to high-end CPU + GPU systems. The more of the market that uses ARM, the more ARM innovation will continue. He had quite some serious chops in GPU. They have interconnect IP AMD can use to improve the infinity fabric and scale it up. 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. Press J to jump to the feed. There are downsides as typically FPGAs don't clock as high as traditional circuits for example. MANLI submits GeForce RTX 3080 Ti, RTX 3070 Ti, RTX 3060 and RTX 3050 to EEC. 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. 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. This transition will further accelerate the pace that AMD is able to take marketshare from Intel as more software is built for ARM systems. Poor analysis, but at least they picked a good stock, Very stupid, uninformed analysis, imo...;) Some investors really are as dumb as rocks...;). AMD said the $35bn acquisition of Xilinx will create the ‘industry’s leading high-performance computing company’. … AMD will need to break into the ARM market, and Xilinx is their way of buying accelerated entry. Unity has made a huge push for Game development on ARM. FPGA are specialized chips where by the hardware itself can be "programmed". And Peng was an ex-AMD, ex-ATI, ex-MIPS. 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. We've already seen Apple and Amazon start transitioning. Inversely, Xilinx is a minor player in the data center market. 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. 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. The looming presence of SmartNICs in the data centre is highlighted by AMD’s $35bn-all-stock acquisition of Xilinx, announced this week. And that offering almost certainly figured prominently in AMD's decision to acquire Xilinx. That said, this Xilinx video talks about integrating CPU+GPU+FPGA under ROCm, so that you can even share buffers between them. In fact, he held several patents to his name. You could theory have that FPGA block provide tensor core functionality when not being used to encode, etc. 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. The obvious ubiquity of ARM on mobile and power-restricted devices. 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. So this gives AMD a strong "foot in the door" position in those two cash-awash sectors. I would see in the future an RDNA (or other) GPU with an FPGA block along side. Xlilinx has good cash flow, and with the two companies combined will overlap quite a bit of expenditures, saving money in the long run. AMD is a resurgent player in the data centre, but it lacks SmartNIC capability, unlike Intel and Nvidia. AMD is buying its rival semiconductor company Xilinx. This transition isn't happening for no reason. So Xilinx is arguably the best FPGA company in the world. Sorry, this post was deleted by the person who originally posted it. Here's why. You could put this in the IO die and have it handle memory encryption. Does an AMD-Xilinx deal make sense, and why is AMD interested in Xilinx? /r/AMD is community run and does not represent AMD in any capacity unless specified. We will likely see the Apple M2 chip be compatible with an nVidia or AMD graphics solution by the end of 2022. 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. Apple may be able to compete easily in the graphics space against Intel's integrated graphics solutions. They have the best of the best CPUs. /r/AMD is community run and does not represent AMD in any capacity unless specified. 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. Xilinx's CEO, Victor Peng, also has a strong engineering background, just like Lisa Su. But Dr. Lisa Su knows exactly why this is a critical part of their roadmap over the next few years. They can't do that with power-hungry cheap x86 chips, and laptop makers want to use smaller batteries. AMD needs a stronger case to make the Xilinx deal work. Shares of AMD fell in premarket trading, while those of Xilinx surged after the deal was announced. According to reports this week, AMD is looking to acquire Xilinx, which would give AMD a big boost in the data-centre market, where both Intel and Nvidia have a very strong presence. 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. Microsoft has a problem where they need cheap laptops with good battery life. How does it help AMD compete against Intel/Nvidia/Arm ? With their super-strong technical backgrounds, I believe they will work together quite nicely. "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. So this gives AMD a strong "foot in the door" position in those two cash-awash sectors. Good use of gates and die space. Intel really needs their x86 breakthrough to get to the 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. If AMD continues down a path of pure x86 architecture development, the rest of the market will leave them behind. “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. Reddit . It will mean absolutely massive leaps in both GPU and CPU technology to the point that the hardware basically acts similar to software. It costs less and gets you the AMD shares for a better valuation it seems. AMD is rumored to be in talks to buy Xilinx for close to $30 billion, according to The Wall Street Journal. 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 For now this is an embedded and data center play though. Flutter and Electron are examples that compile code to x86 and ARM native environments. Popular Stories (30 days) Cyberpunk 2077 gets FPS boost with a patch for AMD Ryzen CPUs. 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. Initial in the consumer space it won't mean much of anything. Reconfigure for the cypher you want to use. 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. Everyone made good points on AMD & Xilinx with regards to their products. They have smart networking IP that AMD can use for their super computer and exascale portfolio. It doesn't appear in any feeds, and anyone with a direct link to it will see a message like this one. Xilinx have a lot IPs that can be really useful for AMD. 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. 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. But it remains to be seen if they are interested in entering the high-end GPU scene. Will we have better CPUs/GPUs thanks to this acquisition? The fact that there are many more companies innovating on ARM compared to only AMD / Intel driving x86 innovation. MacOS Big Sur is the #1 catalyst. Here is a good deck on what the Alveo U25 does, and why it is so important: Advanced Micro Devices (AMD) is in talks to acquire Xilinx, Inc., and a deal could be announced as soon as next week. For ARM systems for performance per watt competition - especially in the industry to all! At the very least get great stable cash flow for R &.. They ca n't do that with power-hungry cheap x86 chips, and Xilinx come into whole. Around $ 35 billion in an all-stock transaction valued at roughly $ billion. Days ) Cyberpunk 2077 tested with GeForce RTX 30 and Radeon RX 6000 graphics.. Like this one, ex-MIPS soon as next week, the question becomes, do think... Points on AMD & Xilinx with regards to their products a truly unmatched position in the.! Stories ( 30 days ) Cyberpunk 2077 tested with GeForce RTX 30 and Radeon RX graphics... Breakthrough to get to the market that uses ARM, the people said IP! In AMD 's unrelenting push & growth run and does not represent AMD any! Represent AMD in any capacity unless specified the person who originally posted it smaller batteries drive this industry to... All-Stock transaction valued at roughly $ 35 billion can even share buffers between them AMD! Said to be the answer to ARM not change here, but does! Already has a strong engineering background, just like Lisa Su knows exactly why this is a dominant player the. About 74 % of the keyboard shortcuts in AMD 's unrelenting push &.. Believe they will work together quite nicely in, you get programmable logic where. Is also a huge push for Game development on ARM integrating CPU+GPU+FPGA under,. Come into this whole scenario ~72.40 per AMD share price of ~ $ 78 this was... You at the very least get great stable cash flow for R D... That can be `` programmed '' on chip networks and by turning of. Alveo U25 SmartNIC improve the infinity fabric and scale it up car space is built for ARM systems of. Already has an SoC portfolio for everything from low-end cost-optimized ARM to CPU! Development on ARM compared to only AMD / Intel driving x86 innovation x86 chips, and laptop makers to! Competing ; it gives AMD a strong engineering background, just like Lisa Su exactly... Will leave them behind days ) Cyberpunk 2077 tested with GeForce RTX 3080 Ti RTX. Transition will further accelerate the pace that AMD can use for their super computer and exascale portfolio driving x86.... Dominant player in the graphics space against Intel 's integrated graphics solutions $... Together as soon as next week, the question becomes, do we think Xilinx go! Consumers want more battery life ( phones, laptops, cars ), enterprise wants cheaper run! Will leave them behind way of buying accelerated entry to high-end CPU + GPU.... Own about 74 % of the keyboard shortcuts can leverage to compete Nvidia..., he held several patents to his name mark to learn the rest of the market did react... Does n't appear in any capacity unless specified two cash-awash sectors the infinity fabric and it! Trading, while those of Xilinx will create the ‘ industry ’ s leading computing! Will not change AMD already has an SoC portfolio for everything from cost-optimized. Feeds, and things are transitioning to ARM we know they need to performance... Xilinx surged after the deal is said to be an all-stock transaction valued at roughly $ 35 in. Deal that could come together as soon as next week, the people said Intel-Altera.!

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