There's only so many people in this business. Sales and more specifically, the authorized sales reps, like to brag.
How do you think bitmain knows what their competitors are doing? How do you think I know what amazon paid Xilinx, or about recent purchases Bitmain made?
How do you think bitmain knows what their competitors are doing? How do you think I know what amazon paid Xilinx, or about recent purchases Bitmain made?
I give up. Tell me
I just did. The first thing any sales rep is going to do is tell you how wonderful of a company they are and how many huge businesses in your sector they're doing business with. All you need to do is ask some leading questions the right way. They'll happily provide you information that you can use a little bit of supposition with or in some instances, just directly tell you information they shouldn't.
So you have some secret info that Intel is going to flood the market with cheap UltraScale+ class products ?
Secret info? No, All you need to do is look at the information they're publishing, what they're developing, etc to determine what their goal is. As I've said before, intel could lose market cap (stock valuation) equivalent to 100% of Xilinx's stock and it would just be a "bad day". Xilinx and Intel are not in the same class. Intel owns their own fabs. Xilinx pays for fab. Intel can run as many tape outs as quickly as they want with no delay. Xilinx has to wait for TSMC scheduling. Intel can produce chips and sell them at a profit for below what Xilinx's cost to produce is. If they did get into a pricing war, Xilinx would be destroyed. Not only will they lose on cost, but they're also going to lose on performance because.... Well, vivado isn't great. Even ISE was better than vivado.
The Stratix 10 will also have HBM2 and they also have a dual port memory technology equivalent of the ultraram.