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Xilinx

All articles tagged with #xilinx

AMD Surges to a $1 Trillion Valuation on AI‑Compute Momentum
finance18 days ago

AMD Surges to a $1 Trillion Valuation on AI‑Compute Momentum

AMD just crossed a $1 trillion market cap after a strong Q2 with Revenue of $11.5B and a record non‑GAAP EPS of $1.66, powered by a booming Data Center segment (EPYC CPUs and Instinct AI accelerators). The company unveiled the MI450 GPUs and Venice CPUs for its Helios rack‑scale AI system, and struck major deals: Microsoft will deploy Helios in Azure AI, and Anthropic plans to use up to 2GW of Instinct GPUs with a multi‑billion dollar investment. Together with aggressive AI‑chip momentum, this positions AMD as Nvidia’s principal rival in AI infrastructure, justifying the valuation.

AMD Unveils Leviathan FPGA, World's Largest for Emulation and Prototyping.
technology3 years ago

AMD Unveils Leviathan FPGA, World's Largest for Emulation and Prototyping.

AMD has launched the world's largest FPGA, the VP1902, which doubles the gate count of the previous-gen largest FPGA, the Xilinx VU19P. The VP1902 has up to 18.5M logic cells, more transceivers, and more bandwidth on the transceivers to connect more devices for larger emulation capability. It also has unique features such as a new processing system, programmable network on chip, hardened DDR memory controllers, and more Ethernet MACs. The chip has two sets of mirrored and rotated dies combined into a single package. Samples will be available next quarter.

AMD's Bear Market Rally Ends with Weak Revenue Forecast.
business3 years ago

AMD's Bear Market Rally Ends with Weak Revenue Forecast.

The recent quarterly report from Advanced Micro Devices (AMD) indicates a deteriorating outlook for the company, with segments more exposed to fluctuations in consumer spending already under severe pressure. AMD's stock has almost doubled in a matter of months, but its share price is far riskier than the broader semiconductor sector. AMD's low GAAP profitability is an issue, and the recent Xilinx acquisition was associated with enormous shareholder dilution. Shareholders face a high risk of continuing to underperform both the equity market and the semiconductor sector more broadly.

AMD's Q1 2023 Earnings: Mixed Results with Revenue Beat but Decline in Chip Sales.
business3 years ago

AMD's Q1 2023 Earnings: Mixed Results with Revenue Beat but Decline in Chip Sales.

AMD reported a $139M loss in Q1 2023, with revenue dropping by 9% YoY to $5.4B. The client segment was hit the hardest, with revenue dropping by 65% YoY to $739M. The data center segment remained flat YoY at $1.3B, while the gaming segment saw a 6% YoY drop in revenue to $1.8B. The embedded segment, which includes Xilinx, saw a 163% YoY increase in revenue to $1.6B. AMD is projecting a 19% YoY decline in Q2 revenue, but hopes for a recovery in the second half of the year. The company is also focusing on promoting its AI efforts and has placed Xilinx's former CEO in charge of all AI efforts.