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Cymer Inc. Message Board

  • jamulmike jamulmike Aug 1, 2012 11:30 AM Flag

    AMCC CC: ARM server chips ~4X TAM

    Why has Intel lent its 22nm Tri-Gate prowess to 3 tiny FPGA guys?

    Easy to speculate they see the looming threat of RISC stuff!
    They're ramping...
    Their version of Smart on Silicon.

    The Smart Age will be nothing like the 20th Word Processor Era!!
    Chips and screens galore!!!


    During this call, we will highlight significant proof points of our progress to-date. Our product strategy is anchored around X-Gene, the world’s 64-bit ARM server platform delivering unparallel performance of the lowest total cost of ownership or TCO along with our entire portfolio of data center interconnect technologies that spans servers, racks and backlinks. Consequently our addressable market has almost quadrupled to approximately $7.5 billion and can be broken down as follows.

    Today I’m extremely happy to state that we have now established a substantial customer partnership with one of the world’s leading server OEMs and are on track to deliver a full fledged platform solution in the form of a blade as well as a self-contained micro-server chassis node for their cloud data center applications. This represents a critical step forward for Applied Micro and the entire ARM server market.

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