At a recent outing with FPGA friends from days gone by, the long running Xilinx vs Altera debate has come to an end. The bottom line is that Xilinx has used the FUD (fear, uncertainty, and doubt) of the Intel acquisition quite effectively against Altera and is racking up 20nm and 16nm design wins at an alarming rate. It will be a while before they all hit HVM (high volume manufacturing) but it is coming, absolutely.
The question I have now is: Will Xilinx be acquired next?
The Intel acquisition of Altera became official in December of 2015 at a cost of $16.7B which was more than a 50% premium based on the stock price when the deal was announced. Altera is the second largest maker of programmable chips (FPGAs), Xilinx (XLNX) being the first.
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