Core Insights - Qualcomm Technologies Inc. and Advanced Micro Devices, Inc. are leading firms in the semiconductor industry, focusing on mobile, PC, and data center markets, with an emphasis on AI and advanced chip technologies [2][4] - Qualcomm is transitioning from a wireless communications firm to a connected processor company, leveraging its extensive intellectual property portfolio [5][6] - AMD has evolved from a consumer-PC chip provider to an enterprise-focused company, bolstered by its acquisition of Xilinx and the introduction of new products [3][10] Qualcomm's Position - Qualcomm is well-positioned for long-term revenue growth, driven by strong 5G traction and a diversified revenue stream [5] - The company is expanding its Snapdragon chipsets for AI PCs and gaming, aiming to reduce reliance on the slowing smartphone market [6][9] - Despite its advancements, Qualcomm faces stiff competition from Intel in the AI PC market and from Samsung and MediaTek in the smartphone sector [7] AMD's Position - AMD is benefiting from rising demand for its EPYC processors and strong enterprise adoption, particularly in cloud deployments and AI applications [11] - The company is expanding its AI market presence with new products like the MI350 series and is seeing strong demand across various sectors [10][11] - AMD faces competition from Intel in traditional computing and from NVIDIA in the GPU market, but has had success in the mobile segment [12] Financial Performance - Qualcomm's fiscal 2026 sales and EPS estimates suggest modest growth of 2.7% and 1%, respectively, with positive trends in EPS revisions [13] - In contrast, AMD's 2025 sales estimates indicate a significant growth of 31.6%, with EPS expected to rise by 19.6%, although EPS estimates have been trending downward [14] - Over the past year, Qualcomm's stock has gained only 0.6%, while AMD has surged by 84.2%, indicating a stronger market performance for AMD [16] Valuation Metrics - Qualcomm appears more attractive from a valuation perspective, with a price/earnings ratio of 13.46 compared to AMD's 34.67 [17] - Both companies are rated with a Zacks Rank of 3 (Hold), but Qualcomm's lower valuation may provide a slight edge as a better investment option [18][19]

Core Insights - Advanced Micro Devices (AMD) is valued at $412 billion and offers a diverse range of high-performance processor technologies, including CPUs, GPUs, FPGAs, and Adaptive SoCs [1] Group 1: Stock Performance - AMD has experienced significant stock performance, gaining 26.66% since a new "Buy" signal was issued on October 6 [2] - The stock reached an all-time high of $264.58 in intraday trading on October 28 [5] - Over the past year, AMD shares have increased by more than 60% and over 100% year-to-date [7] Group 2: Technical Indicators - AMD has a 100% "Buy" opinion from Barchart, indicating strong analyst sentiment [7][8] - The stock has a Weighted Alpha of +110.63 and a Relative Strength Index (RSI) of 73.63, suggesting strong momentum [8] - The current trading price is $258.01, with a 50-day moving average of $185.70 and a technical support level around $255.15 [8] Group 3: Financial Projections - Revenue for AMD is projected to grow by 28.28% this year and an additional 27.27% next year [8] - Earnings are estimated to increase by 18.90% this year and an additional 59.47% next year [9] - The trailing price-earnings ratio for AMD is 94.02x [8]

Debugging Flows & Tools - The industry utilizes a four-step debug process: probing, implementing, analyzing, and fixing [1][2][3] - AMD provides ChipScope debug solution to reduce verification and debugging time, maximizing visibility into programmable logic during system operation [3] - Vivado Logic Analyzer (VLA) interacts with debug cores for triggering and data collection via JTAG pins, supporting various triggering scenarios and flexible probing [4] - Captured data can be reused as test vectors, enhancing design verification, and a single JTAG connection simplifies programming and debugging [5] - Debug cores like Integrated Logic Analyzer (ILA), System ILA, Virtual Input/Output (VIO), and JTAG to AXI Master enable design visibility without obstructing functionality [6] Debug Cores & Features - Integrated Logic Analyzer (ILA) IP core monitors internal signals with advanced features like Boolean trigger equations and edge transition triggers, configurable with up to 1024 probe ports [7] - Virtual Input/Output (VIO) core monitors and drives internal signals in real time, presenting data as virtual LEDs, pushbuttons, or toggle switches [9][10] - JTAG to AXI Master debug feature generates AXI transactions to interact with AXI-Full and AXI-Lite slave cores [11][12] - BSCAN to JTAG Converter core bridges BSCAN and JTAG interfaces for designs supporting JTAG but not BSCAN [13][14] Data Cables & Debug Ports - Platform Cable USB II is a general-purpose cable for programming and debugging, supporting devices with target clock speeds from 750 kHz to 24 MHz via USB 20 [15] - SmartLynq Data cable provides JTAG rates up to 40 Mb/s via Ethernet and USB, supporting JTAG debugging and indirect flash programming [16][17] - SmartLynq+ is designed for high-speed debugging and tracing in Versal Adaptive SoCs, offering trace capture speeds up to 10 Gb/s and up to 14 GB of trace memory [19][20] Probing Flows & Methodologies - HDL instantiation flow involves manual customization and connection of debug cores directly in the HDL design source, requiring re-running synthesis and implementation [22][23] - Netlist insertion flow inserts ILA cores directly into the netlist, eliminating design resynthesis and allowing probing at various design levels [23][24] - Incremental Compile Flow allows modifying debug cores while reusing 95% of prior placement and routing results [36] - ECO Flow focuses on replacing existing debug nets with minimal changes, preserving previous implementation results [37][38] ChipScoPy - ChipScoPy provides a Python interface to program and debug Versal devices, with a 100% Python code base available on githubcom [39] - ChipScoPy enables high-level control of Versal debug IPs, allowing developers to control and communicate with cores like ILA and VIO [39][40]