Ready to unlock the full potential of AMD FPGAs, and adaptive SoCs. Your migration journey starts here. Explore the AMD Vivado Design Suite.Project and non-project modes, TCL scripting, and powerful IP integration. Learn about I/O planning, clocking strategies, and PCB design best practices tailored for AMD architectures. Navigate processor system migration with ease, from processing system to programmable logic connections to boot modes and platform management.Simulate, verify, and debug with AMD integrate ...

Core Viewpoint - Silicom Ltd. reported a revenue increase in Q3 2025, with expectations for double-digit growth in 2026 and beyond driven by strategic design wins in PQC and Edge solutions [1][5]. Financial Results - Q3 2025 revenues were $15.6 million, up from $14.8 million in Q3 2024, marking a year-over-year increase of approximately 5.4% [2]. - On a GAAP basis, the net loss for Q3 2025 was $2.8 million, or $0.49 per share, compared to a net loss of $2.6 million, or $0.44 per share in Q3 2024 [2]. - Non-GAAP net loss for Q3 2025 was $2.1 million, or $0.36 per share, compared to a loss of $1.7 million, or $0.28 per share in Q3 2024 [3]. - For the first nine months of 2025, revenues totaled $45.0 million, up from $43.6 million in the same period of 2024 [3]. - GAAP net loss for the first nine months of 2025 was $8.9 million, or $1.57 per share, compared to a loss of $7.6 million, or $1.24 per share in the first nine months of 2024 [4]. Guidance - Management projects Q4 2025 revenues to be between $15 million and $16 million [5]. - The company aims for an EPS above $3 on annual revenues of $150 to $160 million by 2026 [5]. Management Comments - The CEO highlighted strong execution in Q3 2025, with eight design wins achieved, indicating robust future growth potential [5][6]. - The company is particularly focused on PQC-related solutions, which are expected to differentiate it in the market as quantum computing becomes more prevalent [5][6]. - Silicom anticipates 7 to 9 new design wins across all product lines in 2026, leveraging its unique technologies and strong customer relationships [6][7]. Company Overview - Silicom Ltd. specializes in high-performance networking and data infrastructure solutions, primarily for Cloud and Data Center environments [10]. - The company has established long-term relationships with over 200 customers and has more than 400 active design wins [12].

Advanced Micro Devices (AMD) is trading at new all-time highs and has technical momentum. Shares are up more than 60% over the past year and more than 100% in the year to date. AMD has a 100% “Buy” opinion from Barchart. Analyst sentiment is overwhelmingly positive, with multiple “Strong Buy” ratings and price targets ranging from $180 to $860. Today’s Featured Stock Valued at $412 billion, Advanced Micro Devices (AMD) a broad portfolio of high-performance and adaptive processor technologies, c ...

Ready to unlock the full potential of AMD, FPGAs, and adaptive SoCs. Your migration journey starts here. Explore the AMD Vivado™ Design Suite.Project and non-project modes, Tclscripting, and powerful IP integration. Learn about I/O planning, clocking strategies, and PCB design best practices tailored for AMD architectures. Navigate processor system migration with ease, from processing system to programmable logic connections to boot modes and platform management.Simulate, verify, and debug with AMD integrat ...

AMD FPGA Design & Migration - AMD focuses on unlocking the full potential of AMD, FPGAs, and adaptive SOCs through a seamless migration journey [1] - The industry emphasizes the use of the AMD Vivado Design Suite, including project and non-project modes, tickle scripting, and IP integration [1] - AMD provides a new design conversion methodology guide, UG1192, to facilitate a seamless transition, available at docs.amd.com [3] Best Practices & Optimization - The industry highlights I/O planning, clocking strategies, and PCB design best practices tailored for AMD architectures [2] - AMD offers integrated tools for simulation, verification, and debugging, including logic analyzer and virtual I/O [2] - AMD promotes performance optimization with advanced DSP, transceiver, and memory interface design flows [3] Processor System Migration - AMD simplifies processor system migration, covering processing system to programmable logic connections, boot modes, and platform management [2]

Company Overview - Intel Corporation (NASDAQ: INTC) is recognized for its production of processors, chipsets, GPUs, FPGAs, memory, storage, networking, and software solutions, catering to workloads such as AI, security, and cloud computing [2] - The company also provides advanced manufacturing technologies, autonomous driving systems, and edge platforms that facilitate digital transformation [2] Leadership and Performance - Jim Cramer highlighted Intel's CEO, Lip-Bu Tan, as a "legendary semiconductor investor," noting his successful turnaround of Cadence Design Systems, which saw a stock appreciation of approximately 3,200% over 13 years [1] - Under Tan's leadership, Intel is experiencing a significant change in fortunes, indicating a potential recovery for the company [1] Investment Perspective - While Intel shows potential as an investment, there are opinions suggesting that certain AI stocks may offer greater upside potential and carry less downside risk [3]

Core Insights - MGX, an investor based in the UAE, has partnered with Silver Lake to acquire a 51% stake in Altera, a California-based company specializing in programmable semiconductor solutions, while Intel retains a 49% stake [1][3] - The acquisition positions Altera as the largest independent provider of field-programmable gate array (FPGA) solutions globally, enhancing its capacity to develop essential software tools and development kits for FPGA systems [2] - The transaction values Altera at $8.75 billion, providing it with operational independence to accelerate FPGA development, particularly in AI-driven markets [3] Company Overview - Altera's product offerings include FPGAs, system-on-chips (SoCs), and design solutions targeting sectors such as industrial automation, robotics, aerospace, defense, data centers, and telecommunications [4] - The Agilex product line aims to lower AI entry costs while improving performance and security, and Altera has established partnerships with foundries to ensure a reliable supply chain across various technology nodes [4] Strategic Implications - MGX's investment is seen as a foundational platform for next-generation computing, with the potential to scale Altera into a global leader in the AI era [5] - Silver Lake plans to leverage its experience in growing semiconductor companies to support Altera's expansion across critical sectors [5] - Intel's retention of a minority stake allows it to benefit from Altera's growth while refocusing on its core business operations [6]

Overview of AMD Power Design Manager (PDM) - AMD Power Design Manager (PDM) is used for AMD Spartan™ UltraScale+™ FPGAs [1] - The video guides engineers on how to streamline power analysis and design with Spartan UltraScale+ devices [1] Key Features and Enhancements - PDM improves packaging and power planning compared to traditional tools like XPE [1] - PDM helps to estimate device power requirements [1] Integration and Data Exchange - PDM can be integrated through the AMD Unified Installer [1] - PDM can exchange data with AMD Vivado™ design suite and XPE [1]

Adaptive Computing Overview - Adaptive computing enables users to build custom processing pipelines, unlike CPUs and GPUs with fixed pipelines [1] - Adaptive computing allows for custom instruction sets, optimizing memory access and balancing throughput and latency [2] - Adaptive computing hardware can be optimized for specific applications and updated frequently, adapting to new design requirements without new hardware [2] AMD Adaptive Computing Portfolio - AMD Adaptive Computing portfolio includes FPGAs, Versal Adaptive SOCs, Kria SOMs, and Alveo Accelerator cards, reprogrammable for evolving customer needs [3] - AMD Versal AI Edge series Gen2 Adaptive SOCs optimize the complete AI data processing pipeline on a single chip [3] Applications and Customer Base - AMD Adaptive Computing is used in edge-based AI solutions, such as Subaru's EyeSight automated parking assist systems, Clarius' handheld ultrasound scanners, and SICK's intelligent sensor solutions [4] - Approximately 7,000 customers rely on the AMD Adaptive Computing portfolio [5]