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Components & Peripherals News

AMD CEO On EPYC Momentum, Xilinx Gambit And Gaming GPUs

Shane Snider

The Santa Clara, Calif. chipmaker brings data center heat and beats second quarter estimates, but warns a cooldown is coming.

Xilinx Bet Pays Big Dividends

When AMD completed its $49 billion all-stock purchase of programmable chip company Xilinx, it was the largest deal in the industry’s history. And it’s proving to be a very smart buy, with Xilinx sales accounting for 51 percent of AMD’s second quarter revenue. Still, even with the solid numbers, supply issues kept Xilinx from reaching its full potential.

Shipments of AMD’s embedded products (which include products from Xilinx) totaled $1.2 billion, an eye-popping 2,228 percent increase.

“Xilinx business has performed extremely well,” Su said. “The demand across all segments has been strong and what we were able to do as we brought Xilinx into the portfolio… is really make some significant improvements in the supply chain. If you were to look on a pro forma basis, the Xilinx portfolio grew about 20 percent sequentially, which is very nice growth. As we look into the second half of the year, we are still a bit constrained in certain areas in parts of the Xilinx portfolio. I expect additional supply to come online, especially towards the latter part of the year and into 2023. As we’re able to continue to relive some of those supply constraints, I think we see a good growth trajectory for the business.”

 

 
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