AMD - Xilinx merger. Potential technical synergies?

By: Björn Ragnar Björnsson (bjorn.ragnar.delete@this.gmail.com), October 27, 2020 3:03 pm
Room: Moderated Discussions
Well, it's official Xilinx is merging with AMD. The rumors have been circulating a while and when I became aware of them my first thought was basically WTF? Having very little knowledge of what Xilinx offers I dipped my toes ever so slightly into what they bring to the industry and was in a relatively short period of time somewhat relieved that the merger could have some potential.

This morning I listened to Lisa Su talking about how these companies fit together and her arguments were aligned with my thinking, which is not necessarily reassuring. The problem is that she knows and I don't.

Let's face it, AMD has for the last half decade been run by very, very, very smart people. No way could the chiplet approach have been an easy sell do bet the dying company on. The mind boggles at the hurdles that had be overcome, technical, managerial & political (company politics). For sure AMD was in dire straits so some of the momentum of these developments was in all likelihood forced. But it's paying off in spades.

Xilinx appears to have advanced products in various cutting technologies, networking, ai, automotive, accellerator (FPGA, ACAP). Sectors where AMD's presence is not felt in any earthshaking way. In those fields the field is not subtractive.

Excuse the long winded intro. One of the later questions to Lisa Su today was the one I'm pretty sure we're all most interested here: What are the possibilities combining/merging the technologies of AMD and Xilinx into new unique products?

This is a deep question which can only be answered by someone with much more than a cursory knowledge of the respective companies tech.

Lisa's answer was predictably vague, at a guess for legal and competitive reasons.

I like to consider myself as quite knowledgeable about the AMD side but I'd be surprised if some of the RWT regulars isn't cognizant of the technical issues on both sides of the merger.

Let's say that AMD and Xilinx are running thriving and viable business. After the merger they can continue to do so but in my mind the really interesting question is: What are the technical synergies behind the deal? Are the people that created and sold management the whole Ryzen concept on board?

Any thoughts appreciated.
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TopicPosted ByDate
AMD - Xilinx merger. Potential technical synergies?Björn Ragnar Björnsson2020/10/27 03:03 PM
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