Some market news...

[Admin]

No X-Gene3 at the earnings call (?):

"X-Gene3 will be the chip which competes with Qualcomm's recently announced 24 core chip. "They expect production in 2016 but we expect it will be more like 2017," said Williams."

APM's FPGA comes from Xilinx:

"Asked What APM is doing to exploit FPGA acceleration, Williams replies: "The vehicle for FPGA acceleration is the PCIe interface. We work Xilinx. The idea of FPGA acceleration has been over-hyped.""

I believe QCOM is also working with Xilinx.

Where are the markets?

""The most interest in ARM for servers is coming from China," says Williams. At the moment the US represents 40% of server volumes followed by China at around 25% and Europe with 15%."

Demonstrably better performance:

"PayPal found, says Williams, that using ARM instead of Intel delivered 900% higher node density, 85% lower power consumption at a 45% lower acquisition cost. Total cost of ownership of an ARM-based system is 35% lower than an x86-based system, he said."

www.electronicsweekly.com/news/business/china-driving-arm-based-server-market-2015-10/

[christopher]

It looks like we have been informed.

I also liked this:

"The market has not been this interesting for more than a decade, says Applied Micro's marketing VP, John Williams."

Reading this tells me that AMCC and others have a very big playing field to play on. Excellent!

[Admin]

I found that (what you cited above) really interesting too. I can't wait to hear what's happening in six days.

[Admin]

Maybe Xilinx (see below) should buy AMCC.

seekingalpha.com/article/3243486-xilinx-should-buy-amd

Oct 27, 2015 10:14:49 GMT -5 Admin said:

No X-Gene3 at the earnings call (?):

"X-Gene3 will be the chip which competes with Qualcomm's recently announced 24 core chip. "They expect production in 2016 but we expect it will be more like 2017," said Williams."

APM's FPGA comes from Xilinx:

"Asked What APM is doing to exploit FPGA acceleration, Williams replies: "The vehicle for FPGA acceleration is the PCIe interface. We work Xilinx. The idea of FPGA acceleration has been over-hyped.""

I believe QCOM is also working with Xilinx.

Where are the markets?

""The most interest in ARM for servers is coming from China," says Williams. At the moment the US represents 40% of server volumes followed by China at around 25% and Europe with 15%."

Demonstrably better performance:

"PayPal found, says Williams, that using ARM instead of Intel delivered 900% higher node density, 85% lower power consumption at a 45% lower acquisition cost. Total cost of ownership of an ARM-based system is 35% lower than an x86-based system, he said."

www.electronicsweekly.com/news/business/china-driving-arm-based-server-market-2015-10/