- Mar 31, 2009
Francois thinks the shareholders of Xilinx should turn down the deal.
If you look at the top 10 institutional investors of AMD and Xilinx, both lists are very much alike (to be honest: Intel's as well).
There's also one more decent reason why shareholders may want such a deal to happen. But I needed a coffee to notice it. Cashflow!Francois thinks the shareholders of Xilinx should turn down the deal.
If true that would actually explain it, somewhat. Source for this information?The FPGA market is the product area that Xilinx has targeted, but they have a broad & deep expertise in chiplet tech. They are ~2 years ahead of even AMD in high performance, high bandwidth, chiplet based computing. This is an essential skillset for the future.
thats a risk but it doesn't always happen,IMO it would be better if they acquire small talent company
this a full scale corporation
merging together will distract the good engineers to politics
Ekhm... I though you were thinking about a public offering and buying Xilinx with money. That made sense.30 billion dollars in AMD stock?
Better position in negotiations is what I meant.Save on fab may be a bit optimistic, but, with their combined volume and diversity of portfolio, they will have a bit more pull with TSMC for sure.
This is all I saw with a quick search. Years ago, around the time of Fury graphics cards, I remember looking at XILINX's work as a window to the future as they were far advanced from AMD in very high bandwidth applications. Their info at the time, mentioned a 1-2 ns delay between chiplets when using a interposer. Note the dates.If true that would actually explain it, somewhat. Source for this information?
Which it means it is probably a good idea 😜
It almost seems too obvious that you could swap out the Arm cores with Zen and the AI vector engine with CDNA...xdf 2018 presentation by their vp of hardware Liam Madden. mark papermaster spoke there as well. their ACAP chip is a heterogeneous chip with 2 different arm cores + fpga + custom ai engines. their interposer tech is the basis of what everyone else is using. they also integrated dsp for 5g radio. the more relevant stuff to amd is in the back half of the presentation, he goes over what they did and why.
Im amazed every time I visit this forum that cancer hasn’t blessed us by taking you away.Do you have to post negative things about every piece of news about AMD ? Are you an out of work Intel employee or something ?
there may not be any need to replace the arm cores. Will Smith of Tested fame on his podcast indicated that the arm cores on the ML and HPC servers are more for coordinating data traffic to the vector/gpu parts. so the cpu just has to be good enough to feed the array.It almost seems too obvious that you could swap out the Arm cores with Zen and the AI vector engine with CDNA...
Maybe it should.Is english your second language?
Otherwise, what you just said should get you a ban, IMO.
This. If only he's as tolerant of opposing views as others are of his, but, oh well.And more and more people will get bans because they don't agree with him (even in a much more polite manner).
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