AMD Mergers and Acquisitions Presentation Deck

Made public by

sourced by PitchSend

5 of 13

Creator

AMDA logo
AMDA

Category

Technology

Published

February 2022

Slides

Transcriptions

#1AMD AMD Acquires Xilinx Creating the Industry's High-Performance and Adaptive Computing Leader February 14, 2022 ㅁ#22 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 free cash flow generation; expected AMD total addressable market (TAM) in 2023; the anticipated benefits from AMD's TAM; the anticipated benefits of the combined company's R&D scale, complementary technology leadership and revenue synergy opportunities, which are made pursuant to the Safe Harbor provisions of the Private Securities Litigation Reform Act of 1995. Forward-looking statements are commonly identified by words such as "would," "may," "expects," "believes," "plans," "intends," "projects" and other terms with similar meaning. Investors are cautioned that the forward-looking statements in this press release are based on current beliefs, assumptions and expectations, speak only as of the date of this presentation and involve risks and uncertainties that could cause actual results to differ materially from current expectations. Such statements are subject to certain known and unknown risks and uncertainties, many of which are difficult to predict and generally beyond AMD's control, that could cause actual results and other future events to differ materially from those expressed in, or implied or projected by, the forward-looking information and statements. Material factors that could cause actual results to differ materially from current expectations include, without limitation, the following: Intel Corporation's dominance of the microprocessor market and its aggressive business practices; global economic uncertainty; loss of a significant customer; impact of the COVID-19 pandemic on AMD's business, financial condition and results of operations; competitive markets in which AMD's products are sold; market conditions of the industries in which AMD products are sold; cyclical nature of the semiconductor industry; quarterly and seasonal sales patterns; AMD's ability to adequately protect its technology or other intellectual property; unfavorable currency exchange rate fluctuations; ability of third party manufacturers to manufacture AMD's products on a timely basis in sufficient quantities and using competitive technologies; availability of essential equipment, materials, substrates or manufacturing processes; ability to achieve expected manufacturing yields for AMD's products; AMD's ability to introduce products on a timely basis with expected features and performance levels; AMD's ability to generate revenue from its semi-custom SoC products; potential security vulnerabilities; potential security incidents including IT outages, data loss, data breaches and cyberattacks; uncertainties involving the ordering and shipment of AMD's products; AMD's reliance on third-party intellectual property to design and introduce new products in a timely manner; AMD's reliance on third-party companies for design, manufacture and supply of motherboards, software and other computer platform components; AMD's reliance on Microsoft and other software vendors' support to design and develop software to run on AMD's products; AMD's eliance on third-party distributors add-in-board partners; impact of modification or interruption of AMD's business processes and information systems; compatibility of AMD's products with some or all industry-standard software and hardware; costs related to defective products; efficiency of AMD's supply chain; AMD's ability to rely on third party supply-chain logistics functions; AMD's ability to effectively control sales of its products on the gray market; impact of government actions and regulations such as export administration regulations, tariffs and trade protection measures; AMD's ability to realize its deferred tax assets; potential tax liabilities; current and future claims and litigation; impact of environmental laws, conflict minerals-related provisions and other laws or regulations; impact of acquisitions, joint ventures and/or investments on AMD's business, including the acquisition of Xilinx, and the ability to integrate Xilinx and other acquired businesses; impact of any impairment of the combined company's assets on the combined company's financial position and results of operation; restrictions imposed by agreements governing AMD's notes and the revolving credit facility; AMD's indebtedness; AMD's ability to generate sufficient cash to meet its working capital requirements or generate sufficient revenue and operating cash flow to make all of its planned R&D or strategic investments; political, legal, economic risks and natural disasters; future impairments of goodwill and technology license purchases; AMD's ability to attract and retain qualified personnel; AMD's stock price volatility; and worldwide political conditions. Investors are urged to review in detail the risks and uncertainties in AMD's Securities and Exchange Commission filings, including but not limited to AMD's most recent reports on Forms 10-K and 10-Q. AMD Strategic Acquisition of Xilinx | February 14, 2022 AMD#33 AMD Acquires Xilinx Creates the Industry's High-Performance and Adaptive Computing Leader AMD Strategic Acquisition of Xilinx | February 14, 2022 Industry's strongest portfolio of high-performance and adaptive computing products Leadership CPUs, GPUs, FPGAs and Adaptive SoCs • World-class IP, design and software capabilities • Increases AMD TAM to ~$135 billion in 2023 with significant revenue synergy opportunities . Differentiated solutions addressing growing demand for heterogeneous compute across data center, communications and embedded markets Strengthens AMD financial model Diversified revenue streams across multiple, high-margin businesses Accretive to AMD non-GAAP margins, non-GAAP EPS and free cash flow in first year AMD#44 AMD The High-Performance and Adaptive Computing Leader AMD RYZEN PRO CPUs AMDET EPYC AMD INSTINCT AMD Strategic Acquisition of Xilinx | February 14, 2022 10000 GPUs XA VERSAL WOWING ... ALVEO XILINX ZYNQ RFSOC M XILINX VIRTEX atraSCALE IME XILINX KINTEX. USCALE Radiation Tolerant FPGAs and Adaptive SoCs AIVEO ALVEO AMD RYZEN RADEON Differentiated Solutions Leadership Products | Ambitious Goals | Focused Execution | Profitable Growth AMD#55 Innovation from the Data Center to the Edge AMD EPYC Leadership x86 CPU Industry's best x86 compute engines from enterprise to cloud to HPC AMD Strategic Acquisition of Xilinx | February 14, 2022 + AMD INSTINCT Compute-Optimized GPU Architecture Leadership performance for HPC and Al + XILINX XILINX ZYNQ Adaptive Acceleration Leadership FPGAS and adaptive SoCs accelerate evolving workloads including Al, smart networking and software-defined infrastructure AMD#66 AMD INSTACT SPYC Data Center $50B TAM Long-Term TAMs Present Enormous Opportunity AMD Strategic Acquisition of Xilinx | February 14, 2022 AMDO RYZEN AU RYZEN PCs $40B TAM Embedded $29B TAM ~$135B TAM ALEARD CONFTICE Gaming $16B TAM AMD 2023 Internal Estimates AMD#77 Boosting R&D Investment $2.8B R&D Scale to Accelerate Innovation AMD $1.0B $3.8B Xilinx Combined GAAP LTM through December 2021 AMD Strategic Acquisition of Xilinx | February 14, 2022 15K+ World-Class Engineers Xilinx O AMD ● ● ● ● Expanded Capabilities Leadership roadmaps Best-in-class 2.5/3D die stacking and packaging technology Revolutionary chiplet and interconnect technology Leading Al engines and domain-specific architectures Best-of-breed software platforms AMD#88 ZEN Complementary Technology Leadership AMD RDNA AMD VERSAL CDNA Multi-Generation Product Architectures Industry-leading CPUs, GPUs, FPGAs and adaptive SoCs AMD Strategic Acquisition of Xilinx | February 14, 2022 Advanced Process & Packaging Technology Leadership process, packaging, chiplet, 3D and interconnect technology Well-aligned design methodology, foundry process and IP Al Engines Meeting the compute demands of next-generation applications across dynamic and evolving markets, such as 5G cellular, data center, automotive and industrial AMD XILINX ROCM VITIS. Software Enablement Open source software co-designed with hardware, and optimized for performance across heterogenous solutions AMD#99 Significant Revenue Synergy Opportunities Data Center Leverage strong AMD relationships and AMD EPYC™ processor momentum Offer leadership Al, SmartNIC and workload-specific accelerator solutions AMD Strategic Acquisition of Xilinx |February 14, 2022 5G and Wired Communications Utilize Xilinx comms expertise and deep relationships Drive adoption of AMD EPYC™ processors in wired and wireless infrastructure CORE BODY TEMP MYOCARDIAL MONITOR BIOPSY 8.00 AM Embedded RECORDING 25h34-10 Enable differentiated solutions for Xilinx's broad customer base and distribution platform with expanded portfolio of CPUs, GPUs, FPGAs and Adaptive SoCs AMD#1010 AMD Xilinx Acquisition Creates Industry's High-Performance and Adaptive Computing Leader Industry-Leading Products Diversified and Growing Markets AMD Strategic Acquisition of Xilinx | February 14, 2022 Data Center Momentum Non-GAAP Margin Expansion Non-GAAP EPS and Free Cash Flow Accretive in 1st year AMD#11AMD#1212 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. AMD Strategic Acquisition of Xilinx | February 14, 2022 AMD

Download to PowerPoint

Download presentation as an editable powerpoint.

Related

1st Quarter 2021 Earnings Presentation image

1st Quarter 2021 Earnings Presentation

Technology

Rackspace Technology Q4 2022 Earnings Presentation image

Rackspace Technology Q4 2022 Earnings Presentation

Technology

CBAK Energy Technology Investor Presentation image

CBAK Energy Technology Investor Presentation

Technology

Jianpu Technology Inc 23Q1 Presentation image

Jianpu Technology Inc 23Q1 Presentation

Technology

High Performance Computing Capabilities image

High Performance Computing Capabilities

Technology

SOLOMON Deep Learning Case Studies image

SOLOMON Deep Learning Case Studies

Technology

1Q20 Earnings image

1Q20 Earnings

Technology

Nutanix Corporate Overview image

Nutanix Corporate Overview

Technology