SAN JOSE, Calif. -- Xilinx Inc. will host its annual analyst day in San Francisco on Monday.
The big news at the event: Xilinx will announce a new foundry partner.
As previously reported, programmable logic vendor Xilinx is set to use Taiwan Semiconductor Manufacturing Co. Ltd. (TSMC) for foundry services at the 28-nm node, according to one analyst.
''We continue to believe the selection of TSMC for 28-nm wafers could be announced as early as the analyst day,'' said Ian Ing, an analyst with Broadpoint AmTech, in a report.
Xilinx has a longstanding partnership with UMC and uses a two-foundry strategy. The firm is currently using UMC for 45-nm Virtex-6 FPGAs and Samsung Electronics Co. Ltd. for 40-nm Spartan-6 devices.
At that node, Xilinx is behind rival Altera Corp., which exclusively uses TSMC as its foundry.
''The overall product roadmap remains generally
competitive verses Altera, including 40-nm low-density Spartan-6 leadership,'' Ing said. ''We expect a positive analyst day, highlighting how incumbency and
ecosystem advantages are often more important to customers than Altera's (about) three quarter high-range PLD lead at 40-nm.''
It's unclear if UMC and Samsung will be used at 28-nm for Xilinx.