Quote:
Originally Posted by Littlebear
Can you share anything about why you like XLNX, pls? It's one I watch.
Murf
|
I like Xilinx because I think the market for FPGAs is going to expand rapidly as we continue to hit process limitations that drive people towards specialized solutions and away from general purpose CPUs. The flexibility to reconfigure makes them really suitable for AI / machine learning type tasks compared to an ASIC.
The reason I pick Xilinx (I do like Lattice also) over Intel (formerly Altera) is because I've used both at work and the Intel software and support is lagging in comparison. I think that the ex-Altera guys are good, but Intel management has done them no favors. Xilinx is focused on one thing and one thing only. FPGAs will always be second-class citizens at Intel IMO.
Lattice covers the low-end and low power segment well, but I like Xilinx for the bigger stuff. There's some other interesting competitors like Achronix and Microsemi, but Xilinx is the 100 lb gorilla of FPGAs.
I'm not a big investor, but when it comes to picking single stocks I like to stick to what I like to use myself. I don't see anyone dethroning NVDA in the GPU market for a long time, even if AMD has competitive hardware they are going to have a hard time getting people to abandon NV's software stack. Most developers just use CUDA by default and it's going to take a large investment and a lot of time from AMD and Intel to change that.
On the other recommendations, I think Texas Instruments and Analog Devices are making really excellent parts these days (as usual) and should continue to get design wins except in low-end / low-cost electronics. They probably aren't huge growth stocks or anything, though. I just think they will continue to be performers.
For CPUs, I do own AMD stock and I like AMD in the medium term (2-3 years) simply because the product is very good and their market share in the datacenter is tiny and has room to grow. I feel like it's only a matter of time before Intel rights the ship though, so longer term I don't see how AMD can compete with that R&D budget if it's properly used. Intel got caught with their pants down, but they aren't stupid.