Altera Back to TSMC at 10nm? Xilinx Staying There
January 29, 2015
Xilinx announced their quarterly results last week. They slightly missed their number due mainly to a decline in wireless sales. Of course Xilinx parts don't go in the smartphones since the cost and power are too high, but they are very heavily used in basestation, backhaul etc especially in China. Xilinx's business in China has been historically limited by a slower buildout to a shortage of parts (not the Xilinx parts but power amplifiers). That problem seems to have gone away and their China business is on track and the weakness is in the rest of the world.
As always here at semiwiki it is interesting to use the FPGA market to get insight into the foundry roadmaps.
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