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AMD CEO Lisa Su on $35 billion all-stock deal with Xilinx
Semiconductor designer Advanced Micro Devices on Tuesday said it has agreed to buy Xilinx in a $35 billion all-stock deal that will intensify its battle with Intel in the data center chip market. AMD CEO Lisa Su joins "Squawk on the Street" to discuss. For access to live and exclusive video from CNBC subscribe to CNBC PRO: https://cnb.cx/2NGeIvi
The semiconductor industry is experiencing historic consolidation, thanks to a wild rally in the stock market.
In the past six weeks, two of the biggest three acquisitions ever in the chip industry have been announced, after AMD said on Tuesday that it’s buying Xilinx for $35 billion. Last month, Nvidia agreed to acquire Arm from SoftBank in a deal worth $40 billion.
The only deal keeping those two from being the largest in history was Avago’s $37 billion purchase of Broadcom, which was announced in 2015. The company assumed the name Broadcom.
Both Nvidia and AMD are taking advantage of run-ups in market value to bulk up in the data center, where cloud deployments and new workloads are driving hefty spending. Nvidia shares are up 162% in the past year, while AMD’s stock has climbed 141%. In the universe of large-cap tech companies, only software vendors Zoom and Shopify have performed better.
AMD’s purchase of Xilinx is all stock, and Nvidia is paying mostly stock to SoftBank for Arm, along with some cash.
“They both are using their stock appreciation to conduct M\u0026A,” said Matthew Bryson, an analyst at Wedbush Securities who has the equivalent of a buy rating on AMD and Nvidia. “Technology within the data center market is diversifying and I think both of these companies believe they can better serve that market with a fuller range of solutions.”
AMD has been going head-to-head with Intel in the market for server chips. AMD said at its analyst day in March that it expects data center revenue to account for 30% of total sales by about 2023, up from 15% in 2019. That was before purchasing Xilinx, which develops programmable processors and powers networking and storage products.
“Together, we will be a stronger strategic force powering the next generation datacenter,” AMD CEO Lisa Su said on Tuesday’s conference call after the announcement.
Nvidia comes at the data center market through its graphics processing units (GPUs), which improve the performance of servers, particularly when heavy artificial intelligence algorithms are involved. Arm specializes in smaller chips for a whole range of connected devices, especially mobile devices like smartphones.
Nvidia plans to bring those technologies together to handle more advanced data center workloads.
“Today, the Internet connects billions of people to giant cloud data centers,” Nvdia CEO Jensen Huang said on the call with analysts after the announcement. “In the future, trillions of devices will be connected to millions of data centers, creating a new Internet of Things that is thousands of times bigger than today’s Internet of people.”
Intel, meanwhile, has been lagging a market that it once dominated. The company said earlier this week that quarterly revenue in its data center business fell 7% from a year earlier, missing analysts’ estimates. The stock is down 19% in the past year, the second-worst performance among large tech companies, behind only Cisco.
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@SmugCanadian : This is what happens when you hire a PHD Engineer as your CEO and not some banker who only cares about profit, this women is simply amazing.
@gerardotinajero4794 : This woman’s focus, and determination is outstanding. Hands down best CEO ever.
@deathmetalsl : Dr. Lisa Su's path to success with AMD should be made into a documentary
@goodguy8 : She actually did it. Took on intel and nvidia at same time and winning.
@madcatattack1 : Lisa Su and AMD are killing it.
FPGA & SoC Hardware Design - Xilinx Zynq - Schematic Overview - Phil's Lab #50
FPGA and SoC hardware design overview and basics for a Xilinx Zynq-based System-on-Module (SoM). What circuitry is required and what to pay attention to (decoupling, configuration, voltages, sequencing, pull-ups/pull-downs, etc.) when designing more advanced hardware. Example design for Xilinx Zynq XC7Z007S System-on-Chip (SoC) in a CSG225 BGa package. Including multi-voltage buck converters, DDR termination regulators, DDR3L memory, QSPI and EMMC memory, and more!
Mixed-signal hardware design course: https://phils-lab-shop.fedevel.education
[SUPPORT]
Free trial of Altium Designer: https://www.altium.com/yt/philslab
PCBA from $0 (Free Setup, Free Stencil): https://jlcpcb.com/RHS
Patreon: https://www.patreon.com/phils94
[LINKS]
Avnet MiniZed: https://www.avnet.com/wps/portal/us/products/avnet-boards/avnet-board-families/minized/
Zynq Pins: https://www.avnet.com/wps/portal/us/products/avnet-boards/support/faq/zynq-pins-deep-dive/
GitHub: https://github.com/pms67
[TIMESTAMPS]
00:00 Zynq Introduction
01:19 System-on-Module (SoM)
01:46 Datasheets, Application Notes, Manuals, ...
02:40 Altium Designer Free Trial
03:01 Schematic Overview
04:40 Power Supplies
07:50 Zynq Power, Configuration, and ADC
11:47 Zynq Programmable Logic (PL)
14:14 Zynq Processing System (PS) (Bank 500)
15:32 Pin-Out with Xilinx Vivado
17:52 QSPI and EMMC Memory, Zynq MIO Config
19:05 Zynq PS (Bank 501)
20:16 DDR3L Memory
22:55 Mezzanine (Board-to-Board) Connectors
ID: QIBvbJtYjWuHiTG0uCoK
@edgarcollazoreyes2406 : I don't think you realize how your videos are helping us jr level engineers get through the first years of industry grind. I spend my free time watching your videos and others. I really appreciate your insight. More SOC videos please, really interesting.
@rjordans : This looks promising, looking forward to your next episode! You got me curious about the limiting elements in kicad though, looks like the new version has a lot of improvements in that regard
@JasonFritcher : As you get further with this series, are you planning on doing any videos on the PL design for the FGPA portion of the SoC? I'd be highly interested in seeing that, as a continuation of the hardware design.
@mohamedtebbo6095 : Can't wait to see part 2 , where you do the layout of it !!
@tuloca011 : Great video as always Phil, thank you for making complicated topics accessible to us!
Zynq Ultrascale+ Hardware Design (Schematic Overview) - Phil's Lab #116
Schematic walkthrough of an AMD/Xilinx Zynq Ultrascale+ development board hardware design, featuring DDR4 memory, Gigabit Ethernet, PCIe, DisplayPort, USB3 SS, and more! PCBWay https://www.pcbway.com
[SUPPORT]
Hardware design courses: https://phils-lab-shop.fedevel.education
Course content: https://www.phils-lab.net/courses
Free trial of Altium Designer: https://www.altium.com/yt/philslab
Free search engine for the best quality components from Octopart: https://octopart.com/
Learn about Altium 365, the electronics product design platform that unites PCB design, MCAD, data management, and teamwork: https://www.altium.com/altium-365
Patreon: https://www.patreon.com/phils94
[GIT]
https://github.com/pms67
[SOCIAL]
Instagram: https://instagram.com/philslabyt
[LINKS]
UG583: https://www.xilinx.com/content/dam/xilinx/support/documents/user_guides/ug583-ultrascale-pcb-design.pdf
UG908: https://docs.xilinx.com/r/en-US/ug908-vivado-programming-debugging/Programming-FTDI-Devices-for-Vivado-Hardware-Manager-Support
UG1805: https://docs.xilinx.com/r/en-US/ug1085-zynq-ultrascale-trm/Zynq-UltraScale-Device-Technical-Reference-Manual
ZU+ HW Design Guide: https://fidus.com/wp-content/uploads/2020/04/2020-04-06_HW_Zynq_Guide.pdf
Zynq Ultrascale+: https://www.xilinx.com/products/silicon-devices/soc/zynq-ultrascale-mpsoc.html
[TIMESTAMPS]
00:00 Introduction
00:41 Zynq Ultrascale+ Overview
03:39 Altium Designer Free Trial
04:15 PCBWay
04:59 System Overview
07:01 Design Guide Booklet
08:01 Ultrascale+ Schematic Symbol
10:50 Overview Page
12:14 Power
15:14 SoC Power
17:06 Processing System (PS) Config
18:46 Reference Designs
19:48 PS Pin-Out
21:32 DDR4
23:04 Gigabit Transceivers
25:22 SSD, USB3 SS, DisplayPort
27:26 Non-Volatile Memory
28:27 USB-to-JTAG/UART
29:20 Programmable Logic (PL)
30:09 Cameras, Gig Ethernet, USB, Codec
32:40 Outro
@Ziferten : Hi Phil, careful shipping those MPSoCs to China. If you purchased from Mouser (a U.S. company), you may have unknowingly agreed to terms and conditions that preclude your shipping those to countries like China (ITAR). Not trying to discourage you, just make sure you do your due diligence before shipping them.
@marcdraco2189 : Minor thing Phil, but thanks to your encouragement and tutorials I've managed to design and produce my first workable PCBs - and I've even got a free T-shirt from Altium (which is really decent of them) for being part of their PCB analysis. I've learned even more since then (including some gotchas ordering online using KiCAD) but I cannot thank you enough for all you do for us.
@Seventhsu : Hey Phil, big fan of your content so far. You mentioned the necessity of a heatsink for this chip; can we soon have a video on them? I would like to hear your take on things like heatsink material, mounting, grounding and RF decoupling for both chips that have metal pads exposed and chips that don't, and the use of intermediate materials like thermal paste or pads.
@VictorSoria : Thanks a lot for all your hard work, Phil. This is hugely inspiring, even for people like me who are just starting out.
@shakaibsafvi97 : Hi Phil,
As always, amazing content. The Systems are getting complex. However, I'd like to see some use real world cases for this particular system.
Cheers !
Semiconductor designer Advanced Micro Devices on Tuesday said it has agreed to buy Xilinx in a $35 billion all-stock deal that will intensify its battle with Intel in the data center chip market. AMD CEO Lisa Su joins "Squawk on the Street" to discuss. For access to live and exclusive video from CNBC subscribe to CNBC PRO: https://cnb.cx/2NGeIvi
The semiconductor industry is experiencing historic consolidation, thanks to a wild rally in the stock market.
In the past six weeks, two of the biggest three acquisitions ever in the chip industry have been announced, after AMD said on Tuesday that it’s buying Xilinx for $35 billion. Last month, Nvidia agreed to acquire Arm from SoftBank in a deal worth $40 billion.
The only deal keeping those two from being the largest in history was Avago’s $37 billion purchase of Broadcom, which was announced in 2015. The company assumed the name Broadcom.
Both Nvidia and AMD are taking advantage of run-ups in market value to bulk up in the data center, where cloud deployments and new workloads are driving hefty spending. Nvidia shares are up 162% in the past year, while AMD’s stock has climbed 141%. In the universe of large-cap tech companies, only software vendors Zoom and Shopify have performed better.
AMD’s purchase of Xilinx is all stock, and Nvidia is paying mostly stock to SoftBank for Arm, along with some cash.
“They both are using their stock appreciation to conduct M\u0026A,” said Matthew Bryson, an analyst at Wedbush Securities who has the equivalent of a buy rating on AMD and Nvidia. “Technology within the data center market is diversifying and I think both of these companies believe they can better serve that market with a fuller range of solutions.”
AMD has been going head-to-head with Intel in the market for server chips. AMD said at its analyst day in March that it expects data center revenue to account for 30% of total sales by about 2023, up from 15% in 2019. That was before purchasing Xilinx, which develops programmable processors and powers networking and storage products.
“Together, we will be a stronger strategic force powering the next generation datacenter,” AMD CEO Lisa Su said on Tuesday’s conference call after the announcement.
Nvidia comes at the data center market through its graphics processing units (GPUs), which improve the performance of servers, particularly when heavy artificial intelligence algorithms are involved. Arm specializes in smaller chips for a whole range of connected devices, especially mobile devices like smartphones.
Nvidia plans to bring those technologies together to handle more advanced data center workloads.
“Today, the Internet connects billions of people to giant cloud data centers,” Nvdia CEO Jensen Huang said on the call with analysts after the announcement. “In the future, trillions of devices will be connected to millions of data centers, creating a new Internet of Things that is thousands of times bigger than today’s Internet of people.”
Intel, meanwhile, has been lagging a market that it once dominated. The company said earlier this week that quarterly revenue in its data center business fell 7% from a year earlier, missing analysts’ estimates. The stock is down 19% in the past year, the second-worst performance among large tech companies, behind only Cisco.
» Subscribe to CNBC TV: https://cnb.cx/SubscribeCNBCtelevision
» Subscribe to CNBC: https://cnb.cx/SubscribeCNBC
» Subscribe to CNBC Classic: https://cnb.cx/SubscribeCNBCclassic
Turn to CNBC TV for the latest stock market news and analysis. From market futures to live price updates CNBC is the leader in business news worldwide.
The News with Shepard Smith is CNBC’s daily news podcast providing deep, non-partisan coverage and perspective on the day’s most important stories. Available to listen by 8:30pm ET / 5:30pm PT daily beginning September 30: https://www.cnbc.com/2020/09/29/the-news-with-shepard-smith-podcast.html?__source=youtube%7Cshepsmith%7Cpodcast
Connect with CNBC News Online
Get the latest news: http://www.cnbc.com/
Follow CNBC on LinkedIn: https://cnb.cx/LinkedInCNBC
Follow CNBC News on Facebook: https://cnb.cx/LikeCNBC
Follow CNBC News on Twitter: https://cnb.cx/FollowCNBC
Follow CNBC News on Instagram: https://cnb.cx/InstagramCNBC
https://www.cnbc.com/select/best-credit-cards/
#CNBC
#CNBCTV
@SmugCanadian : This is what happens when you hire a PHD Engineer as your CEO and not some banker who only cares about profit, this women is simply amazing.
@gerardotinajero4794 : This woman’s focus, and determination is outstanding. Hands down best CEO ever.
@deathmetalsl : Dr. Lisa Su's path to success with AMD should be made into a documentary
@goodguy8 : She actually did it. Took on intel and nvidia at same time and winning.
@madcatattack1 : Lisa Su and AMD are killing it.
FPGA & SoC Hardware Design - Xilinx Zynq - Schematic Overview - Phil's Lab #50
FPGA and SoC hardware design overview and basics for a Xilinx Zynq-based System-on-Module (SoM). What circuitry is required and what to pay attention to (decoupling, configuration, voltages, sequencing, pull-ups/pull-downs, etc.) when designing more advanced hardware. Example design for Xilinx Zynq XC7Z007S System-on-Chip (SoC) in a CSG225 BGa package. Including multi-voltage buck converters, DDR termination regulators, DDR3L memory, QSPI and EMMC memory, and more!
Mixed-signal hardware design course: https://phils-lab-shop.fedevel.education
[SUPPORT]
Free trial of Altium Designer: https://www.altium.com/yt/philslab
PCBA from $0 (Free Setup, Free Stencil): https://jlcpcb.com/RHS
Patreon: https://www.patreon.com/phils94
[LINKS]
Avnet MiniZed: https://www.avnet.com/wps/portal/us/products/avnet-boards/avnet-board-families/minized/
Zynq Pins: https://www.avnet.com/wps/portal/us/products/avnet-boards/support/faq/zynq-pins-deep-dive/
GitHub: https://github.com/pms67
[TIMESTAMPS]
00:00 Zynq Introduction
01:19 System-on-Module (SoM)
01:46 Datasheets, Application Notes, Manuals, ...
02:40 Altium Designer Free Trial
03:01 Schematic Overview
04:40 Power Supplies
07:50 Zynq Power, Configuration, and ADC
11:47 Zynq Programmable Logic (PL)
14:14 Zynq Processing System (PS) (Bank 500)
15:32 Pin-Out with Xilinx Vivado
17:52 QSPI and EMMC Memory, Zynq MIO Config
19:05 Zynq PS (Bank 501)
20:16 DDR3L Memory
22:55 Mezzanine (Board-to-Board) Connectors
ID: QIBvbJtYjWuHiTG0uCoK
@edgarcollazoreyes2406 : I don't think you realize how your videos are helping us jr level engineers get through the first years of industry grind. I spend my free time watching your videos and others. I really appreciate your insight. More SOC videos please, really interesting.
@rjordans : This looks promising, looking forward to your next episode! You got me curious about the limiting elements in kicad though, looks like the new version has a lot of improvements in that regard
@JasonFritcher : As you get further with this series, are you planning on doing any videos on the PL design for the FGPA portion of the SoC? I'd be highly interested in seeing that, as a continuation of the hardware design.
@mohamedtebbo6095 : Can't wait to see part 2 , where you do the layout of it !!
@tuloca011 : Great video as always Phil, thank you for making complicated topics accessible to us!
Zynq Ultrascale+ Hardware Design (Schematic Overview) - Phil's Lab #116
Schematic walkthrough of an AMD/Xilinx Zynq Ultrascale+ development board hardware design, featuring DDR4 memory, Gigabit Ethernet, PCIe, DisplayPort, USB3 SS, and more! PCBWay https://www.pcbway.com
[SUPPORT]
Hardware design courses: https://phils-lab-shop.fedevel.education
Course content: https://www.phils-lab.net/courses
Free trial of Altium Designer: https://www.altium.com/yt/philslab
Free search engine for the best quality components from Octopart: https://octopart.com/
Learn about Altium 365, the electronics product design platform that unites PCB design, MCAD, data management, and teamwork: https://www.altium.com/altium-365
Patreon: https://www.patreon.com/phils94
[GIT]
https://github.com/pms67
[SOCIAL]
Instagram: https://instagram.com/philslabyt
[LINKS]
UG583: https://www.xilinx.com/content/dam/xilinx/support/documents/user_guides/ug583-ultrascale-pcb-design.pdf
UG908: https://docs.xilinx.com/r/en-US/ug908-vivado-programming-debugging/Programming-FTDI-Devices-for-Vivado-Hardware-Manager-Support
UG1805: https://docs.xilinx.com/r/en-US/ug1085-zynq-ultrascale-trm/Zynq-UltraScale-Device-Technical-Reference-Manual
ZU+ HW Design Guide: https://fidus.com/wp-content/uploads/2020/04/2020-04-06_HW_Zynq_Guide.pdf
Zynq Ultrascale+: https://www.xilinx.com/products/silicon-devices/soc/zynq-ultrascale-mpsoc.html
[TIMESTAMPS]
00:00 Introduction
00:41 Zynq Ultrascale+ Overview
03:39 Altium Designer Free Trial
04:15 PCBWay
04:59 System Overview
07:01 Design Guide Booklet
08:01 Ultrascale+ Schematic Symbol
10:50 Overview Page
12:14 Power
15:14 SoC Power
17:06 Processing System (PS) Config
18:46 Reference Designs
19:48 PS Pin-Out
21:32 DDR4
23:04 Gigabit Transceivers
25:22 SSD, USB3 SS, DisplayPort
27:26 Non-Volatile Memory
28:27 USB-to-JTAG/UART
29:20 Programmable Logic (PL)
30:09 Cameras, Gig Ethernet, USB, Codec
32:40 Outro
@Ziferten : Hi Phil, careful shipping those MPSoCs to China. If you purchased from Mouser (a U.S. company), you may have unknowingly agreed to terms and conditions that preclude your shipping those to countries like China (ITAR). Not trying to discourage you, just make sure you do your due diligence before shipping them.
@marcdraco2189 : Minor thing Phil, but thanks to your encouragement and tutorials I've managed to design and produce my first workable PCBs - and I've even got a free T-shirt from Altium (which is really decent of them) for being part of their PCB analysis. I've learned even more since then (including some gotchas ordering online using KiCAD) but I cannot thank you enough for all you do for us.
@Seventhsu : Hey Phil, big fan of your content so far. You mentioned the necessity of a heatsink for this chip; can we soon have a video on them? I would like to hear your take on things like heatsink material, mounting, grounding and RF decoupling for both chips that have metal pads exposed and chips that don't, and the use of intermediate materials like thermal paste or pads.
@VictorSoria : Thanks a lot for all your hard work, Phil. This is hugely inspiring, even for people like me who are just starting out.
@shakaibsafvi97 : Hi Phil,
As always, amazing content. The Systems are getting complex. However, I'd like to see some use real world cases for this particular system.
Cheers !
... 
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