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Cake day: October 27th, 2023

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  • How it fits into your report I’ll leave to you so I won’t answer your question directly, but I’ll give you some context on what the acquisition is for.

    So when you look at product markets, Xilinx and AMD are very different. They’re both focused on totally different markets. However, there’s a lot of technical expertise at Xilinx and AMD that both companies can use - there’s a lot of overlap.

    Firstly: engineering talent. While Xilinx specialise in FPGAs, they are very leading edge when it comes to working with advanced packaging techniques, which we’ve also seen AMD take advantage of significantly (X3D, MI300). So there’s an overlap here which both companies can take advantage of.

    Second up: product IP and software development. You’ve probably recently heard of Ryzen AI, right? That block on the newest mobile Ryzen APUs called the AI Engine is developed by Xilinx - or well it’s their IP I mean. There are instances like this where the two companies can utilise the others IP to improve upon their own products as well.








  • Apple’s E-cores were never useless, they’re easily best in class by a large margin. They’ve got the best perf/W in the industry by a country mile really, the things sip power, and while they’re not the fastest little cores, they are still extremely potent. I don’t see them changing away from that core structure any time soon.

    As for the GPU, idk off the top of my head, but the IP is likely similar to A17. I wouldn’t expect much - the main advantage is the addition of hardware RT support, but from what we’ve seen the RT capabilities aren’t hugely improved over shaders. Definitely going to be a more modest improvement than prior iterations here.