AMD says it will buy rival chipmaker Xilinx for $35B in an all-stock deal
I talked to AMD CEO Lisa Su last night and got the download on what could be a historic, $35B semiconductor deal to acquire Xilinx. AMD had a monster Q3 and guide and has been on a growth tear for years …
Forbes Patrick Moorhead
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Discussion
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@naveengrao
Naveen Rao
on x
Well, looks like this is happening. It's still a bit bizarre as I see the computing TAM increase at a good clip (~30%) due to AI demand, but don't see FPGA servicing much of that new demand. AMD has some good leadership, so let's see if they can spin gold https://ir.amd.com/...
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@patrickmoorhead
Patrick Moorhead
on x
Oh and AMD reports Q3 early and it's a monster: -beat on revenue and EPS -record revenue +56% -record PC CPU rev, highest ever notebook units and rev -record server CPU revenue; >2X https://ir.amd.com/... $AMD https://twitter.com/...
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@business
@business
on x
AMD agrees to buy Xilinx for $35 billion in stock, creating a company with a larger research-and-development budget and a broader array of products to take on Intel https://www.bloomberg.com/...
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@tculpan
Tim Culpan
on x
Intel who? Big Chip is starting to look like AMD v Nvidia. https://twitter.com/...
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@hardwarecanucks
Hardware Canucks
on x
Really interesting move by AMD here since it puts their (now expanded) product stack inside of MANY more devices / systems. https://www.nytimes.com/...
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@nytimestech
@nytimestech
on x
The all-stock deal would be close to the most valuable acquisition in the chip industry's history. https://www.nytimes.com/...