Stefan Mileschin

$35 billion biggest to date

News that AMD might acquire Xilinx was quite a surprise after the Nvidia–ARM consolidation, but not surprising. Using current stock and market value increase, AMD decided to make a strategic decision to play better in the data center, 5G, automotive, and fight against the Intel–Altera alliance.

The last few years are years of consolidation. Intel made quite a few acquisitions, including AI startup Nervana in 2016, MobileEye 2017, another AI startup Habana in 2019, and, most recently, Moovit in 2020.

Nvidia announced plans to acquire ARM, a move questioned by many chip manufacturers and regulatory agencies, and now AMD has announced plans to acquire Xilinx.

Our analysis piece from less than two weeks ago seems to be right on the spot.

Just until recently, AMD was smaller than Xilinx, but good execution and market confidence got AMD to a market valuation almost three times bigger than FPGA giant Xilinx. As we mentioned before, Xilinx has a great play in accelerators and data center market, adaptive computing market, FPGA programmable silicon solutions, 5G infrastructure, wireless and wired, and number two in automotive cameras. All that wealth will go to AMD once the acquisition closes and a combined team of 13,000 talented engineers and over $2.7 billion of annual R&D investment.
https://fudzilla.com/news/51775-amd-...acquire-xilinx