AMD - Xilinx merger. Potential technical synergies?

By: Mr. Camel (no.delete@this.thanks.com), November 2, 2020 2:14 pm
Room: Moderated Discussions
David Kanter (dkanter.delete@this.realworldtech.com) on November 2, 2020 12:53 pm wrote:
> Doug S (foo.delete@this.bar.bar) on November 1, 2020 8:45 am wrote:
> > Michael S (already5chosen.delete@this.yahoo.com) on October 31, 2020 8:53 am wrote:
> > > I am not sure that it makes sense economically for FPGA company to become an early adapter of the
> > > new process. Very new chips are tiny part of the revenue, so why overpay for their production?
> > > It seems, typically FPGAs start to ship production parts on the process that is 1-1.5 years old.
> > > With likes of Apple overpaying for new stuff, may be, by now it should e closer to 2 years.
> >
> >
> > New chips may be a tiny part of their revenue, but if they can get customers to pay high enough prices
> > for them that they make a nice profit why not sell them? If you assume they will go to that latest process
> > eventually, they are going to have to pay the design/mask costs anyway it is just a matter of when.
> >
> > Also not sure why you think Apple is "overpaying" for new stuff. Apple is able to use all the new
> > transistors they get with each process - most of them went into the NPU on the A13->A14 jump so they
> > obviously have some reasons for that. In a couple years they will probably have their own modem ready
> > and that will be their use for the additional billions of transistors N3 will provide.
> >
> > Anyway, supposedly the reason Apple gets first crack is not because they are paying more than others but
> > because they are paying TSMC well in advance. Having a guaranteed customer of Apple's scale providing a
> > lot of the funding and thereby reducing the risk makes it easier for TSMC to stay on the leading edge.
>
> That's correct. I believe Huawei might have been more $ than Apple. But Apple funds new process development.
>
> David

With Apple helping to fund TSMC process dev, it seems like TSMC is likely to maintain its process lead for many years to come.

Intel may have had a chance to win Apple's business but blew it. They probably feel pretty stupid now that they won't have access to Apple's coffers.
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TopicPosted ByDate
AMD - Xilinx merger. Potential technical synergies?Björn Ragnar Björnsson2020/10/27 04:03 PM
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      Funny Moneyme2020/10/28 11:14 AM
        Funny MoneyDummond D. Slow2020/10/28 05:32 PM
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            FPGA chiplets are around 10 years oldDummond D. Slow2020/10/28 08:27 PM
              GPU chiplets burn a lot of power!David Kanter2020/10/28 08:40 PM
                GPU chiplets burn a lot of power!hobold2020/10/29 05:24 AM
                GPU chiplets burn a lot of power!Dummond D. Slow2020/10/29 12:25 PM
                GPU chiplets burn a lot of power!juanrga2020/10/30 03:24 AM
            FPGA chiplets are around 10 years oldJames2020/10/29 02:17 AM
              FPGA chiplets are around 10 years oldme2020/10/29 05:47 AM
                FPGA chiplets are around 10 years oldMegabytephreak2020/10/29 06:58 AM
                  FPGA chiplets are around 10 years oldanonymou52020/10/29 09:52 AM
                    FPGA chiplets are around 10 years oldMegabytephreak2020/10/29 11:16 AM
                      FPGA chiplets are around 10 years oldMark Roulo2020/10/29 04:02 PM
                        FPGA chiplets are around 10 years oldAndreas2020/10/30 07:26 AM
                    FPGA chiplets are around 10 years oldHoward Chu2020/10/29 06:25 PM
                      FPGA chiplets are around 10 years oldMichael S2020/10/30 01:34 AM
                        FPGA chiplets are around 10 years oldAndreas2020/10/30 07:29 AM
                          FPGA chiplets are around 10 years oldMichael S2020/11/03 02:40 AM
    Consider Zen4 + VersalPaul2020/11/03 03:19 AM
      Consider Zen4 + VersalAnon2020/11/03 05:08 AM
        Consider Zen4 + VersalPaul2020/11/03 02:52 PM
          Consider Zen4 + VersalJukka Larja2020/11/04 06:46 AM
            Consider Zen4 + Versalme2020/11/04 08:42 AM
              Consider Zen4 + VersalDavid Hess2020/11/12 07:46 PM
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    Intel is focusing (and getting money) by divesting flash biz; AMD is spreading itself around moredefaltluser2020/10/28 02:46 PM
      Intel is focusing (and getting money) by divesting flash biz; AMD is spreading itself around moreanon2020/10/28 03:43 PM
        Intel is focusing (and getting money) by divesting flash biz; AMD is spreading itself around moreMark Roulo2020/10/28 08:09 PM
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              Ryzen 5000 + Radeon 6000 = HSAish?hobold2020/10/31 12:21 PM
            Ryzen 5000 + Radeon 6000 = HSAish?David Hess2020/11/12 07:51 PM
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  AMD - Xilinx merger. Potential technical synergies?Etienne Lorrain2020/10/28 02:16 AM
  Look at the ATI acquisitionanon2020/10/28 11:31 AM
    Look at the ATI acquisitionwho2020/10/28 01:07 PM
      Look at the ATI acquisitionhobold2020/10/28 01:44 PM
        Look at the ATI acquisitionUngo2020/10/28 04:53 PM
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    Look at the ATI acquisitionDavid Hess2020/10/30 10:41 AM
  AMD - Xilinx merger. Potential technical synergies?Rob Thorpe2020/10/28 12:40 PM
    AMD - Xilinx merger. Potential technical synergies?Etienne Lorrain2020/10/29 09:52 AM
      Why people think Xilinx is an FPGA companyMark Roulo2020/10/29 01:18 PM
        Why people think Xilinx is an FPGA companyMichael S2020/10/30 01:25 AM
      AMD - Xilinx merger. Potential technical synergies?Dan Fay2020/10/29 02:43 PM
      AMD - Xilinx merger. Potential technical synergies?Ricardo B2020/10/30 06:33 PM
        AMD - Xilinx merger. Potential technical synergies?Ungo2020/10/31 05:12 AM
    AMD - Xilinx merger. Potential technical synergies?Ricardo B2020/10/30 07:02 PM
      AMD - Xilinx merger. Potential technical synergies?Michael S2020/10/31 09:53 AM
        AMD - Xilinx merger. Potential technical synergies?Ricardo B2020/10/31 06:46 PM
        AMD - Xilinx merger. Potential technical synergies?Doug S2020/11/01 09:45 AM
          AMD - Xilinx merger. Potential technical synergies?David Kanter2020/11/02 01:53 PM
            AMD - Xilinx merger. Potential technical synergies?Mr. Camel2020/11/02 02:14 PM
              AMD - Xilinx merger. Potential technical synergies?Doug S2020/11/02 02:51 PM
                AMD - Xilinx merger. Potential technical synergies?David Kanter2020/11/02 03:07 PM
                  AMD - Xilinx merger. Potential technical synergies?Mr. Camel2020/11/03 01:19 PM
                  AMD - Xilinx merger. Potential technical synergies?Paul2020/11/03 02:55 PM
                AMD - Xilinx merger. Potential technical synergies?Groo2020/11/02 03:31 PM
                  AMD - Xilinx merger. Potential technical synergies?Brett2020/11/02 05:17 PM
                  AMD - Xilinx merger. Potential technical synergies?Doug S2020/11/03 09:21 AM
                AMD - Xilinx merger. Potential technical synergies?Adrian2020/11/03 03:32 AM
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                      Asus ZenBook 13 UX325 and 14 UX425Michael S2020/11/03 09:04 AM
        AMD - Xilinx merger. Potential technical synergies?who2020/11/02 01:00 PM
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