Advanced Micro Devices Inc · NASDAQ:AMD
Advanced Micro Devices — Merger or Acquisition (February 2022)
12 slides from Advanced Micro Devices's merger presentation, Feb 14, 2022
Slide 1: AMD Acquires Xilinx
AMD Acquires Xilinx Creating the Industry’s High-Performance and Adaptive Computing Leader February 14, 2022
Slide 2: Cautionary Statement
Cautionary Statement This presentation contains forward-looking statements concerning Advanced Micro Devices, Inc. (AMD) such as the anticipated benefits from the acquisition of Xilinx, Inc. (Xilinx) by AMD; the expectation that the acquisition will be accretive to non-GAAP margins, non-GAAP EPS and
Slide 3: AMD Acquires Xilinx Creates the Industry's High-Performance and Adaptive Computing Leader
• Industry’s strongest portfolio of high-performance and adaptive computing products • Leadership CPUs, GPUs, FPGAs and Adaptive SoCs AMD Acquires Xilinx • World-class IP, design and software capabilities Creates the Industry’s • Increases AMD TAM to ~$135 billion in 2023 with significant revenue sy
Slide 4: The High-Performance and Adaptive Computing Leader
The High-Performance and Adaptive Computing Leader FPGAs and Differentiated CPUs GPUs Adaptive SoCs Solutions Leadership Products Ambitious Goals Focused Execution Profitable Growth 4 | AMD Strategic Acquisition of Xilinx | February 14, 2022
Slide 5: Innovation from the Data Center to the Edge
Innovation from the Data Center to the Edge Compute-Optimized Leadership x86 CPU GPU Architecture Adaptive Acceleration Leadership FPGAs and adaptive Industry’s best x86 compute engines Leadership performance SoCs accelerate evolving from enterprise to cloud to HPC for HPC and AI workloads including
Slide 6: Long-Term TAMs Present Enormous Opportunity
Long-Term TAMs Present Enormous Opportunity Data Center PCs Embedded Gaming $50B TAM $40B TAM $29B TAM $16B TAM ~$135B TAM 6 | AMD Strategic Acquisition of Xilinx | February 14, 2022 AMD 2023 Internal Estimates
Slide 7: R&D Scale to Accelerate Innovation
R&D Scale to Accelerate Innovation Boosting R&D Investment 15K+ World-Class Engineers Expanded Capabilities • Leadership roadmaps $1.0B $3.8B • Best-in-class 2.5/3D die stacking Xilinx and packaging technology $2.8B • Revolutionary chiplet and interconnect technology • Leading AI engines and domain-
Slide 8: Complementary Technology Leadership
Complementary Technology Leadership Multi-Generation Advanced Process & AI Engines Software Enablement Product Architectures Packaging Technology Industry-leading CPUs, Leadership process, Meeting the compute demands Open source software GPUs, FPGAs and packaging, chiplet, 3D and of next-generation
Slide 9: Significant Revenue Synergy Opportunities
Significant Revenue Synergy Opportunities Data Center 5G and Wired Communications Embedded Leverage strong AMD relationships and Utilize Xilinx comms expertise and Enable differentiated solutions for AMD EPYC™ processor momentum deep relationships Xilinx’s broad customer base and Offer leadership AI
Slide 10: Xilinx Acquisition Creates Industry's High-Performance and Adaptive Computing Leader
Xilinx Acquisition Creates Industry’s High-Performance and Adaptive Computing Leader Industry-Leading Diversified and Data Center Non-GAAP Non-GAAP EPS Products Growing Markets Momentum Margin Expansion and Free Cash Flow Accretive in 1st year 10 | AMD Strategic Acquisition of Xilinx | February 14,
Slide 11: AMD@1
AMD@1
Slide 12: Disclaimer & Attribution
Disclaimer & Attribution © 2022 Advanced Micro Devices, Inc. All rights reserved. AMD, the AMD Arrow logo, CDNA, EPYC, RDNA, ROCm, Xilinx, the Xilinx logo, Versal and Vitis and combinations thereof are trademarks of Advanced Micro Devices, Inc. 12 | AMD Strategic Acquisition of Xilinx | February 14,
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