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The market and tech is in a completely different position to what it was back then. Xilinx is well ahead of Altera. Xilinx already is extremely profitable in
by kd913 5y ago
The market and tech is in a completely different position to what it was back then.
Xilinx is well ahead of Altera.
Xilinx already is extremely profitable in it's current markets already.
Xilinx and AMD provide extreme supply overlap, and greater bargaining position with TSMC.
AMD can leverage the IP much better within it's own products and vice versa.
The times of easy performance wins are gone. Accelerators are the future now.
Market is much better suited, software toolkits are better.
- pclmulqdq 5y agoXilinx got ahead because of the intel-altera merger. Stratix V was better than the Xilinx 7 series. Now they are giving Intel the opportunity to catch up. My guess is that AMD bought Xilinx either for fab capacity or for some underlying tech expertise that they needed.