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AMD In Advanced Talks To Buy Xilinx (cnbc.com) 49

According to The Wall Street Journal, AMD is in advanced talks to buy rival chip maker Xilinx Inc. for more than $30 billion. Slashdot reader Jerrry writes: "Looks like further consolidation in the chip industry is in order if this merger goes through..." CNBC reports: A deal, which could mark the latest big tie-up in the rapidly consolidating semiconductor industry, can come together as soon as next week, [The Wall Street Journal reported]. AMD has seen a higher usage of its products recently, driven in part by an overall surge in chip demand due to a global shift to work from home, and market-share gains from larger rival Intel.

San Jose, California-based Xilinx makes programmable chips used in data centers to speed up tasks such as artificial intelligence work and in 5G telecommunications base stations. The company's business suffered a setback last year when key customer Huawei Technologies Ltd was blacklisted by U.S. officials, preventing it from buying chips from U.S. companies. Government officials have since added other China-based companies, including some Xilinx customers, to the list.

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AMD In Advanced Talks To Buy Xilinx

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  • by dskoll ( 99328 ) on Friday October 09, 2020 @08:13PM (#60590404) Homepage

    So it will be AMDinx against Inteltera!

    This would be a big deal. XIlinx is the 900lb gorilla of the FPGA world and has some pretty cool technology.

  • Versus, of course, when AMD and Xilinx were engaged in incipient talks, and the dream of decreasing the industry chip market diversity was but a faint hope.

  • Seems like all these mega mergers always leak somehow. So much for keeping a secret. Does it happen deliberately? Maybe Xilinx could get new last minute bids to jack up their price (how many people can pay $30 bil?) ? If someone knows a reason not to do the deal, they'd say something? What other theories on why and who leaks these?

    • by ghoul ( 157158 )
      Its cover for insider trading. You can only be prosecuted if you use material non public information to trade but if you leak the information and then immediately trigger your trades very difficult to prove the exact timeline . Its public knowledge so you are covered
      • kinda sorta (Score:4, Informative)

        by Anonymous Coward on Saturday October 10, 2020 @12:47AM (#60590908)
        When an M&A deal goes through, the parties report to FINRA who was "in the loop" on the deal. If you were "in the loop" and you traded on the deal you are in for a bad time regardless of when the news leaked. If you work at a wall street firm you're likely not allowed to hold individual stocks at all or at the very least there are strict rules about when you can trade. You can't just buy $100,000 of AMD, a deal you're working on, just because you claim it was in the news.
    • by tlhIngan ( 30335 )

      Seems like all these mega mergers always leak somehow. So much for keeping a secret. Does it happen deliberately? Maybe Xilinx could get new last minute bids to jack up their price (how many people can pay $30 bil?) ? If someone knows a reason not to do the deal, they'd say something? What other theories on why and who leaks these?

      Easy - the more people involved in an activity, the more chance someone will spill the beans. AMD and Xilinx are not small companies - they have thousands of people who would even

  • by 4wdloop ( 1031398 ) on Friday October 09, 2020 @10:21PM (#60590724)

    ...no surprise that AMD tries to buy Xilinx.

    (The Altera and Xilinx are the equivalent of Intel and AMD in the programmable logic space e.q. FPGA.)

    • You mean Altera is flawed and expensive and Xilinx is powerful and reasonably priced?

      • You mean Altera is flawed and expensive and Xilinx is powerful and reasonably priced?

        Ha! No, just meant that Intel and AMD are top players in CPU space while Xilinx and Altera are in the FPGA space. And since Intel bought Altera, AMD probably also wants to fortify itself in this space. I suspect both are eyeing the AI with this move?

  • I have worked with lots of CPUs before The Athlon socket A. But around that point is when i started building all my PC's and for others. Each component selected. Also Please AMD stock UP please....
  • I have the feeling, that this merger will have a bigger impact (and a positive one at that) on the technological landscape than NVIDIA's acquisition of ARM.
    • Interesting times indeed.

      Intel acquired Altera.
      AMD is acquiring Xilinx.
      nVidia is acquiring ARM.
      Apple acquired P.A. Semi and are switching to their own ARM-based ICs.

      That's two x86-based giants and two ARM-based giants. Do you think it would it be totally impossible to see Intel+AMD and Apple+nVidia mergers in the future, i.e. decades from now? Followed by a final x86 vs ARM showdown?

      • Forgot to add that Intel are finally taking graphics seriously, so all four of them have both CPU and GPU capabilities and do not depend on another company to make complete systems.

      • Intel and AMD merger would never be allowed to happen because of anti-trust legislation.
        As for x86 vs ARM - x86 "won" the PC market not because it was technically superior architecture, but because of the IBM-PC standard. A whole ecosystem of interchangeable parts and software formed around this (unofficial at the beginning) standard.
        For ARM to do the same, it will need a similar standard that defines boot process, interconnects, minimal set of hardware components, etc. This is in fact the only thing sto
        • by dhart ( 1261 ) *

          ARM has their 'Server Base Boot Requirement' for server systems to boot from UEFI but, as you point out, their client situation is crazy fragmented.

          Early adoption of UEFI by the RISC-V community (on RISC-V GitHub page & initial support landing in Linux kernel 5.10) will be very interesting to watch, particularly later this month when SiFive demos the first 'RISC-V PC'.

  • Comment removed based on user account deletion
    • The hard cores in all commercially available FPGAs are still ARM. I'd heard rumours that Intel was going to build a chip with an x86 core and FPGA fabric, but I don't know if it happened.

      My guess is there's no compelling reason to have a super-high performance CPU core in an FPGA. The cores generally just do control-plane work and all the performance-critical processing is done in the FPGA fabric or dedicated hard cores like video encoders, encryption blocks, etc.

      • There are industrial application where combing a CPU and FPGA is beneficial. Coms are one. Radar, electronic defense systems are another. The CPU is dealing with more complex algorithms like protocols while the FPGA is better with processing vast amount of data (say DSP like FFT or filtering).

  • FPGAs seem close enough to something very useful as a basis for designing hardware specifically for big nets of matrix multipliers or even proper neuron simulations with all the bells and whistles right in the silicon at no slowdown costs.
    I mean the "everything can be connected to everything" part.

    • That's one use-case. Xilinx has chips specifically dedicated to machine-learning/AI such as their Versal AI cores. [xilinx.com]

      I used to work in embedded software at a hardware/software design contracting house and I think almost all of their designs used at least one FPGA. They're the best solution for when you need a custom digital chip but can't afford an actual custom chip.

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