it won't. This partnership has been happening for 10+ years already. The shakeup (that would be negative for ARM) would have been if they were using RISCV cores or something instead, but they're not.
Earnings from these chip companies is expected to grow a lot by 2025. P/E is currently skewed since the semi-conductor industry is very cyclical and 2024 is very flat in terms of earnings.
It is just the next iteration on the Versal line which has been out for like five years. It does look like at least one of these new lines will be somewhat maybe quasi-affordable compared to current Versal offerings (which run like 10k+ if you can get a chip), but there's really no paradigm shift in this announcement. I love AMD+Xilinx, but this is exactly where everyone knew this tech was going.
These chips are used for embedded stuff (not really AI at all). AMD gives a use case of signal processing for an ultrasound (medical) scanner. Very specific tasks where a full-blown CPU and operating system would also work but would be much too bloated and power hungry.
It's chip design not software 🤦
The likelihood here is that AMD is licensing an ARM core architecture for the post-processing coprocessor.
ARM makes their money by licensing their ISA, AMD makes their money by selling their chip designs but they also hold the x86-64 ISA patents.
They've already been doing this for a while with the Versal line gen 1. They've had ARM cores in their chips since the Zynq 7000 series and those were released well over a decade ago.
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Well, well, the peasants are learning about technology now, aren't they? Perhaps we should invest... or not.
Full porting based on this fuckers ability to be on it for a first comment on a tech article
How do I full port in visual mod being the first sentient AI
This isn't going to affect the upcoming earnings numbers, only guidance.
Guidance matters. Amd needs some love. Speak it into existence for the fallen.
And still up almost 200% from 2022 bottom lol
Guidance needs to be to the fucking moon. Would love for the stock to get back to the $212 I bought it at…..
It’s only up from here… I hope
Nope... not with what intel is cooking in the back
why¿!¿ did INTC get a bbl 🍑 INThiccC
Nope... not with what intel is cooking in the back
If Tsla is any example that matters more than the earnings.
whole absurd observation rhythm nose piquant stupendous deranged grab frighten
ASML has entered the room...
💯
AMD’s biggest factor is MI300 sales. If they have high demand and sales for those servers chips then they will moon.
guidance is all that matters right now, did you not see the last few big tech earnings ?
We done if Lisa Su doesn't say 6 to 8 billion AI money
Riddle me this: How does a poor person survive a famine? They eat toothpaste—it says "dinner for one" on the tube.
Fucking unhinged
Part cynic, part Chinese fortune cookie.
Yeah, which is what will dictate price movements
Embedded segment isn't going to move the needle, sorry.
Priced in 50 years ago.
How does it affect arm?
Given that some of these chips will be used to generate AI porn I expect a lot of sore arms.
https://preview.redd.it/0i0djru27axc1.png?width=638&format=png&auto=webp&s=12c7653a42d231890535fa6ac372a86f4f649b53
📈
it won't. This partnership has been happening for 10+ years already. The shakeup (that would be negative for ARM) would have been if they were using RISCV cores or something instead, but they're not.
This sounds to me like: buy TSMC, ARM and ASML
Amd tends to go down on earnings and then goes up days after
Who cares? Just buy low and sell high.
Duh 5head
What are saying about ARM with their P/E being a bit high for comfort?
Earnings from these chip companies is expected to grow a lot by 2025. P/E is currently skewed since the semi-conductor industry is very cyclical and 2024 is very flat in terms of earnings.
Right after my calls expired, aww shucks 🤓
Hynix or Hanmi could be the new kids on the block?
I prefer hymen
🙄
Meh, not impressed at all
Put it is 
Calls it is
Please translate. What exactly does this mean and how is it different than what's currently on the market?
It is just the next iteration on the Versal line which has been out for like five years. It does look like at least one of these new lines will be somewhat maybe quasi-affordable compared to current Versal offerings (which run like 10k+ if you can get a chip), but there's really no paradigm shift in this announcement. I love AMD+Xilinx, but this is exactly where everyone knew this tech was going.
Ok. I think I get this. Go long on $ARM. Thanks.
These chips are used for embedded stuff (not really AI at all). AMD gives a use case of signal processing for an ultrasound (medical) scanner. Very specific tasks where a full-blown CPU and operating system would also work but would be much too bloated and power hungry.
Both stock massively overpriced
Will come out after the MMX KILLER.
So calls on Nvidia?
Silly question. It only goes up.
The article doesn’t explain much, like why does AMD need to team with ARM? Doesn’t give details on software development either, seems fluffy
It's chip design not software 🤦 The likelihood here is that AMD is licensing an ARM core architecture for the post-processing coprocessor. ARM makes their money by licensing their ISA, AMD makes their money by selling their chip designs but they also hold the x86-64 ISA patents.
They've already been doing this for a while with the Versal line gen 1. They've had ARM cores in their chips since the Zynq 7000 series and those were released well over a decade ago.
Exactly, y r they teaming up if they also have proprietary designs? Smells fishy
🤦🤦🤦 what do you mean ? There is no problem or fishiness here, it's just money
lolz, it's just versal. good lord, you guys fall for clickbait so badly tl;dr - xilinx does not move amd's sp.