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This is pretty funny. Intel bought Altera, which forced AMD to buy Xilinx with all the zero interest rate money floating around. AMD's purchase of Xilinx made l
by blackguardx 3y ago
This is pretty funny. Intel bought Altera, which forced AMD to buy Xilinx with all the zero interest rate money floating around. AMD's purchase of Xilinx made less sense because AMD is fabless, but Intel didn't end up doing anything with Altera. Its not clear if Altera even started using Intel fabs for its chips. AMD's Xilinx has been comparatively more successful, but I don't think that had anything to do with AMD.
Maybe we can look forward to all the ZIRP semiconductor consolidations to unwind.
- deleted 3y ago[deleted]
- pclmulqdq 3y agoThe only "synergy" that has come from AMD-Xilinx is that AMD took a (relatively simple) DSP for machine learning that Xilinx had built and put it into their newer CPU lines. That's still better than Intel-Altera, which basically didn't integrate at all, despite having grandiose plans.
- kjs3 3y agoAMD's purchase of Xilinx made less sense because AMD is fabless Xilinx was fabless before the acquisition. I'm missing how that made less sense. with all the zero interest rate money floating around Hehe...as one of my finance-world pals said: "everyone's doing M&As like drunken sailors".
- 0x457 3y agoWell, it "made" sense for intel because this allowed Altera to switch to Intel fabs. Not saying it's a huge strategic value or anything, just saying that's the difference.
- kjs3 3y agoAltera switched to Intel fabs from TSMC in 2013, so yeah it makes sense for Intel to pick up the folks you don't have to do much to integrate into your manufacturing process. But AMD and Xilinx both already being fabless meant it was a wash...no process integration to be done.
- Tuna-Fish 3y agoIt's funnier than you think. Intel marketing built the market of x86 server + tightly integrated FPGA. Large customers built products based on their promises. Then they didn't deliver. Then AMD bought Xilinx and started shipping to the market.
- imtringued 3y agoThe irony is that Xilinx is better at AI than AMD.
- 15155 3y agoAMD and Xilinx both use newer TSMC nodes?