Is there an open source/open standards FPGA? Equivalent of what RISC-V is for processors so to speak?
AMD Is in Advanced Talks to Buy Xilinx
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Re: AMD Is in Advanced Talks to Buy Xilinx
#42https://archive.is/016vq
One can also just append this to WSJ URLs: ?mod=djemalertNEWS
https://www.wsj.com/articles/amd-is-in-advanced-talks-to-buy...
Re: AMD Is in Advanced Talks to Buy Xilinx
#43Re: AMD Is in Advanced Talks to Buy Xilinx
#44At least Xilinx will be able to fall back to AMD’s amd64 or x86 architecture if NVIDIA will limit ARM core licensing. The new SoC products like ZynQ Ultrascale+ with ARM cores are really great.
Re: AMD Is in Advanced Talks to Buy Xilinx
#45Intel does not seem to have capitalized on the Altera acquisition but maybe that is also related to Intel's fab issues. From an operation perspective, this combines two non-overlapping TSMC customers that can potentially negotiate better wafer prices together. I assume that AMD has significantly higher wafer counts than Xilinx so this would primarily benefit the Xilinx business. From a technology perspective, this ac…
Wasn't there another angle with the Intel/Altera tie-up - to more closely integrate the x86 architecture with top-end FPGA tech, and to relegate ARM to embedded SOC (not kill it, but equally not pour R&D budget into it) ?
Re: AMD Is in Advanced Talks to Buy Xilinx
#46This could work if AMD invested a ton in software like Intel has with OneAPI. But, if AMD really wants to get into a new market, it could try going into mobile. The 4000-series CPUs are great laptops CPUs which could go further down the scale, and over a couple generations maybe in phones too. Unlikely or stupid idea (RIP Broxton)? Still worth a shot, I feel.
> This could work if AMD invested a ton in software like Intel has with OneAPI.
Not my area of expertise, but I get the same feeling regarding their GPUs. Everything is built using CUDA, so AMD is out for ML/AI, etc.
Re: AMD Is in Advanced Talks to Buy Xilinx
#47Has Altera done that well for Intel's bottom line? I haven't been watching that closely. I would love an RFSOC type peripheral though. Sort of a Spectrum Processing Unit or SPU. If you extrapolate the cu:Signal work to its logical extreme of a purpose built auxiliary processing unit the possibilities are pretty amazing. [1] https://github.com/rapidsai/cusignal
>Has Altera done that well for Intel's bottom line? I haven't been watching that closely.
Altera is doing about the same before Intel's acquisition. Or may be losing to Xilinx a little ( within margin of error )
But one thing for certain is that it hasn't grow. ( At least on paper )
So it depends how you define well. Considering the performance of Intel's past acquisition ( Look at Infineon ) and the total failure of Intel Custom Foundry I think it is doing quite well.
Re: AMD Is in Advanced Talks to Buy Xilinx
#48The best outcome for me would be more open FPGA tools, maybe even documented bitstream format
This could just be a strategic acquisition for internal purposes: I bet a lot of design and architecture validation is done on big FPGAs. Maybe they wanted some custom ones?
Re: AMD Is in Advanced Talks to Buy Xilinx
#49Feels like a datacenter play for specialized compute. Given AMDs domination of server workloads in $/performance, seems like doubling down on that advantage. FPGA is already used today to offload SSL termination from the CPU.
Yeah it feels like a move to try and keep up with Nvidia. With Xilinx, they might be able to offer a networking offload product similar to Mellanox. They can also focus on ML acceleration that is custom tailored to the task instead of trying to push GPUs.
AMD really needs to focus on software if they want to catch Nvidia though.
Re: AMD Is in Advanced Talks to Buy Xilinx
#50I have been looking forward to this happening for a long time. A quick search on my past comment shows that was 2016. And I remember checking Xilinx market cap last year and it was ~$30+ B, while AMD was only ~$50 B. I was thinking the chance of that ever happening is going to be very slim. ( I was an AMD Shareholder, but I never thought it would be $100B mark cap company, sold it all last year) Now AMD is at $100B+, while Xilinx is at Sub $30B. The market is crazy.
But things has changed since 2016 - 2018. I used to see the move to FPGA as going offensive attack in the server space, now both AMD, and Intel are doing what ever they can to fence off ARM.