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June 11th, 2010 | Tags: EDA, FPGA, synthesis, Xilinx | Category: EDA

Who should worry about Xilinx and Oasys partnership?

Xilinx announced that it signed a multi-year strategic licensing agreement to use Oasys’ synthesis. What does that mean for the FPGA and EDA community?

Oasys’ product, RealTime Designer, is claimed to be 10x-60x faster than the competition. Among other things, it uses AIG-based optimization. This technology [...]

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October 30th, 2009 | Tags: Altera, Business, FPGA, India, outsourcing, software, Xilinx | Category: Business

How can Xilinx improve its bottom line

Last week I wrote a post discussing Xilinx and Altera Q3’09 results, and I mentioned Xilinx’ operation margin consistently trailing Altera’s by 3-4%. I had a few emails regarding that gap, and why that gap would be closed eventually. Let me address this topic with this post.

Comparing the yearly fiscal exercises directly would be biased [...]

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October 15th, 2009 | Tags: Altera, Business, FPGA, Xilinx | Category: Business

What to read in Xilinx’ and Altera’s third quarter results

This week Xilinx and Altera released their September results (Q2FY10 and Q3FY09 respectively). The bottom line is shown below (all numbers in $M).

Source: Xilinx and Altera financial reports, and Yahoo! Finance

Xilinx’ quarterly income of $64M (0.23$/share) beats Wall Street’s expectation of 0.19$/share. Altera’s quarterly income of $56.7M (0.19$/share) meets Wall [...]

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