Yeah. So Stacy, sorry. So 20% CAGR is the right target for the combined business. [Operator instructions] Our first question today is coming from Matt Ramsay from Cowen. So I think it's really -- that is a good example of delivering a better overall solution for the data center customers.
Market data powered by FactSet and Web Financial Group. But you'll see a broader cloud adoption. This is a very compelling transaction from a financial perspective. Well, what I would say is, based on our performance in the third quarter and our view for the second half of the year, we do believe we'll gain share in both markets.
It is true that the early parts of the console ramp are -- typically, we're working through some ramp issues. I think what it will allow us to do is -- actually, there will be some synergy on some things that we're both doing like some of the IPs that are just sort of necessary IPs, but it allows us to invest more in things like AI and software and so on.
Look, I think the days of monolithic integration are probably over. We've heard there may be a 16GB version of AMD's card that will undercut the $699 RTX 3080 with a … — AMD Gaming (@AMDGaming) September 9, 2020. I think you will see some very strong demand there. Cumulative Growth of a $10,000 Investment in Stock Advisor, Advanced Micro Devices (AMD) Q3 2020 Earnings Call Transcript @themotleyfool #stocks $AMD, AMD's $35 Billion Proposal to Xilinx Is Less About NVIDIA, More About Taking On Intel, NVIDIA and AMD Shouldn't Worry About Intel's Discrete GPUs, AMD Taking on Intel in Data Centers With $35 Billion Xilinx Acquisition, Copyright, Trademark and Patent Information. For Xilinx shareholders, this transaction provides a great opportunity for long-term value creation, given the significant diversification benefits they will receive through exposure to a broader and much larger growth business when this transaction closes.
Just real quickly on the business, as we think about the EESC segment for the guide into this current quarter, I'm just curious if you can help us appreciate how you're looking at the semi-custom business relative to the EPYC server business, and what you're necessarily seeing in the competitive landscape right now? Yeah. So we do have the console business growing sequentially. I think you put it very well, Lisa. As we go here into the fourth quarter, we are starting to launch Milan in terms of shipments to cloud as well as some HPC customers this quarter. And for my follow-up, Lisa, you're now at the 10-ish percent server share mark of the TAM that you have identified. How would you say your vision for what you can do with Xilinx is different maybe from what Intel might have viewed with Altera? Yeah, thank you. Returns as of 10/29/2020. And on a personal note, this is my second time joining AMD, and to do that with the Xilinx team just couldn't be more thrilling for me. Thank you, Lisa. Our products will power a wide range of intelligent applications, from the largest data center to the edge and to the smallest endpoint. And then I have a follow-up. We've heard from Victor and his team over the past couple of years in terms of how they're thinking about their opportunity set in 5G, data center and the core businesses. And we're going to continue to work on that. I can unequivocally say that the Xilinx team is one of the best in the industry, and I'm thrilled to welcome them to the AMD family. Yeah.
Thank you. And as I said earlier, we're very cognizant that it's a different business. Third-quarter revenue was $2.8 billion, up 56% from a year ago driven by very strong Ryzen and EPYC process sales and the ramp of our new semi-custom SoCs. So look, our second half has certainly been very strong, and it was stronger than we originally planned. I think the emphasis here is that both companies are executing extremely well, and we're going to continue to keep it that way. Financially, the acquisition diversifies our revenue streams and is expected to be immediately accretive to margins, EPS and free cash flow generation, all while delivering industry-leading growth. AMD's only current competitor in this market is Nvidia, which recently revealed its new RTX 30 series line of GPUs powered by its own Ampere architecture. Show full articles without "Continue Reading" button for {0} hours. There actually is no better match in the industry for us than Xilinx. Our next question today is coming from Toshiya Hari from Goldman Sachs.
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