AMD Acquiring Xilinx?

[Daniel Nenni]

Not surprised at all. Very nice move by AMD. $30B seems a little low though. Intel acquired Altera in 2015 for $16.7B.

Intel/Altera
Nvidia/Arm
AMD/Xilinx

All about the cloud...

WSJ News Exclusive | AMD Is in Advanced Talks to Buy Xilinx

A deal between the rival chip makers could be worth more than $30 billion and mark the latest big tie-up in the rapidly consolidating industry.

www.wsj.com

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.

The companies are discussing a deal that could come together as soon as next week, the people said. There is no guarantee they will get there, especially given that the talks had stalled before recently restarting, according to some of the people...

 

[Eric Esteve]

"All about the cloud..."
Yes, and if you remember this was one of the conclusions of the "Interface IP Survey & Forecast" 2020!
The cloud is the major reason for +18% YoY growth of Interface IP category...
... and also why in 2025 IPnest predict that Interface IP category will par with the CPU category!

Do you remember when IoT was supposed to be the next big thing? Too bad for IoT, the real driver for IP and semiconductor is around the cloud (datacenter, servers, AI...), and this is starting NOW

 

[Daniel Nenni]

What Bloomberg Intelligence Says:
AMD’s interest in Xilinx is both a shield and a sword against Intel’s diverse data-center computing assets, Nvidia’s GPUs, Mellanox’s assets and its potential purchase of U.K.-based Arm. Xilinx’s FPGAs would expand AMD’s computing variety, widening its CPU and GPU capability into AI and networking. The deal may also be financially accretive. - Anand Srinivasan and Marina Girgis, analysts

How poetic.....

 

[raadsel0]

US20150155876A1 - Die-stacked memory device with reconfigurable logic - Google Patents

A die-stacked memory device incorporates a reconfigurable logic device to provide implementation flexibility in performing various data manipulation operations and other memory operations that use data stored in the die-stacked memory device or that result in data that is to be stored in the...

patents.google.com

AMD has been eyeing a merger with FPGAs since 2012.

 

[Daniel Nenni]

Let's not forget MMI:

Monolithic Memories, Inc. (MMI) produced bipolar PROMs, programmable logic devices, and logic circuits (including 7400 series TTL).

A team of MMI engineers, under the direction of Ze'ev Drori and headed by John Birkner and H. T. Chua, invented the class of devices known as Programmable Array Logic (PAL).

MMI was founded in 1969 by former Fairchild Semiconductor engineer Ze'ev Drori, later the President and CEO of Tesla Motors. In 1987, under the stewardship of President Irwin Federman, it was merged with Advanced Micro Devices in a $442 million stock swap to become the world's largest integrated circuit manufacturer.[2] AMD later spun off their programmable logic division as Vantis, which was then acquired by Lattice Semiconductor.

Monolithic Memories - Wikipedia

en.wikipedia.org