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   Technology StocksAdvanced Micro Devices - Moderated (AMD)


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From: Tenchusatsu10/27/2020 12:44:20 PM
of 275869
 
AMD acquires Xilinx for $35B:

AnandTech - AMD in $35 Billion All-Stock Acquisition of Xilinx

WSJ - AMD Agrees to Buy Rival Chip Maker Xilinx for $35 Billion

The motivation for the acquisition is the data center market. Solutions like smartNICs, adaptive SoCs, and programmable logic is quickly becoming all the rage in servers. As AMD makes inroads into the data center thanks to Ryzen (and thanks to Intel tripping over its shoelaces), they're going to leverage their momentum and define new solutions and platforms to cater to the ever-growing appetite for data in our post-connected world.

Those of you in the know should already realize that growth in the data center is no longer defined by Moore's Law. Ever-faster CPUs, growing numbers of cores, growing cache sizes, growing memory, growing I/O interface speeds, all of that just won't be enough. The future lies in new standards for moving data around, and most of the industry, including Microsoft, Amazon (AWS), and even nVidia are working on them.

Will this acquisition be a successful one? Time will tell, of course, but to me, this is a VERY necessary move by AMD to stay relevant in the changing world of data centers. Without it, despite AMD's gains, they would have sputtered out and become a stagnant second-banana in semiconductors once again.

Tenchusatsu

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To: Elmer Phud who wrote (275855)11/27/2020 6:02:36 AM
From: combjelly
of 275869
 
And Intel is roadkill. With no chance to catch up for years.

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To: fastpathguru who wrote (275854)1/26/2022 6:28:45 PM
From: Elmer Phud
of 275869
 
Intel wins appeal of $1.2B fine from EU antitrust regulator

seekingalpha.com

Parts is Parts

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To: Elmer Phud who wrote (275858)1/26/2022 6:39:16 PM
From: greg s
of 275869
 
Hey EP. Good to hear from you.

Hope you're doing well.

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To: greg s who wrote (275859)1/26/2022 7:02:20 PM
From: Elmer Phud
of 275869
 
Thank you. I am doing well on the ranch here in SE Arizona.

Nice to see justice finally server after the extortion by Nellie the terrible...

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To: Elmer Phud who wrote (275860)12/21/2022 6:57:07 PM
From: Tenchusatsu
of 275869
 
Long time no see, Elmer. Kind of funny how dead this thread is these days.

AMD releases EPYC 4, which is perhaps the strongest data-center CPU I have ever seen from them. Even better than the days of Opteron. There's a good chance that the majority of new servers sold next year are AMD-based.

Gone are the days when AMD needs Neelie the Terrible to "compete." In fact, these days it's Intel that is getting assistance from the government (though that assistance is earmarked toward manufacturing, rather than chip design).

Tenchusatsu

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To: Tenchusatsu who wrote (275861)2/4/2023 11:55:37 PM
From: Petz
of 275869
 
Hey guys, it's Petz here. I can't believe what's happened in the AMD Intel war. Who woulda thunk it. In the last couple years I've made some money on AMD but lost it on Intel. If tech stocks crash again, I'd probably get back into AMD.

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To: Petz who wrote (275862)2/5/2023 2:13:04 AM
From: combjelly
of 275869
 
Probably wise. Intel is in a bit of disarray right now and looks like they have swapped places with the AMD of old where they compete on price.

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To: Petz who wrote (275862)2/6/2023 12:54:48 PM
From: Tenchusatsu
of 275869
 
Petz, AMD is well-positioned to take even more market share from Intel, particularly in the data center.

Right now, AMD's P/E ratio is in the triple digits, but then again, at least they have earnings unlike Intel who is in the negative right now and have to do layoffs and pay cuts.

Stocks are forward-looking, so it's hard to see another tech crash this year. The mass tech layoffs were atypical of the American economy, which overall added tons of jobs. That means the tech layoffs were sector-specific. I think it's a correction after a few years of overhiring.

If there is to be a recession this year, it will likely be mild but a bit dragged out as inflation worries continue and the Fed keeps raising interest rates.

Tenchusatsu

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To: Lee Williamson who wrote ()7/25/2023 5:01:43 PM
From: mrcastro
of 275869
 
checking....

Nicko C. ( Parramatta Painters)

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