[The Exiled]

The lay of the FPGA financial land

The Xilinx business is 1.65X bigger than the Intel/Altera business and it is 2.75X as profitable. And it will definitely be accretive to AMD in a way that Altera has not really been to Intel.
AMD is small enough that Xilinx makes a big difference. Intel was big enough that it was hard for Altera to make a big difference.
AMD is paying almost twice as much for Xilinx as Intel paid for Altera, and we begin to see why.

• AMD Files Patent for Chiplet Machine Learning Accelerator to be Paired With GPU, Cache Chiplets
  
  
• Samsung Exynos SoC with AMD RDNA GPU Destroys Competition, Apple 14 Bionic SoC Kneels

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