Xilinx Inc

Advanced Micro Devices is officially acquiring Xilinx, and the terms of the deal are here. What are the terms and what can investors expect?

Broadcom’s latest acquisition of Brocade should double the size of its Enterprise Storage segment, which currently accounts for 13% of its revenue.

NVIDIA (NVDA) has differentiated itself from other computing accelerator companies like Xilinx (XLNX) and Intel’s (INTC) Altera by transitioning to being an accelerated computing platform company.

The United States is the biggest supplier and China is the biggest consumer of semiconductors in the world.

AMD developed the concept of Moore’s Law Plus to drive future innovation.

On April 24, Xilinx (XLNX) and Lam Research (LRCX) announced their fiscal earnings for the quarter.

The semiconductor sector is set to report its weakest earnings in more than two years.

Xilinx (XLNX) has started realizing the benefits of 5G (fifth generation) and AI (artificial intelligence) opportunities.

TSMC’s (TSM) revenue hit the bottom in the first quarter of 2019 due to weak economic demand, smartphone seasonality, and high inventory levels in the semiconductor industry.

FAANG stocks performed pretty well in the first quarter of 2019 and outperformed the S&P 500 Index.

Things are heating up in the semiconductor M&A space, and this time, Israel-based big data connectivity company Mellanox is the target.

PC continues to be Intel’s biggest business, but its most important business is its DCG (Data Center Group), which has been driving its revenue growth.

If Intel is not able to compete with Xilinx in terms of technology, it can compete in terms of price.

Intel is offering a full spectrum of AI solutions and several accelerators. The company’s journey in accelerated computing began with its acquisition of Altera in 2015.

Intel (INTC) missed out on the mobile revolution, so now it’s trying to catch up, investing in areas such as autonomous cars and artificial intelligence.

In the past, analysts have named Broadcom (AVGO), Qualcomm (QCOM), and Texas Instruments (TXN) as potential bidders for Xilinx.

Xilinx (XLNX) is moving ahead of Intel (INTC), not only in FPGA (field programmable gate array) adoption but also in technology node.

Xilinx believes that FPGAs (field programmable gate arrays) can bring more power savings than GPUs while delivering same computing performance.

Cypress reported strong revenues on the integration of Broadcom’s wireless IoT business, which improved its gross margin until the Spansion merger in 1Q15.

Xilinx’s attractive margins and diversified customer base of industrial, automotive, data center, and IoT (Internet of Things) has attracted a lot of attention.

Intel (INTC) completed its acquisition of Altera on December 28, 2015, for $16.7 billion. The Altera acquisition will make Intel the second largest semiconductor supplier after Texas Instruments.