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A New AMD Licensing Deal Could Create More x86 Rivals For Intel (pcworld.com)

angry tapir quotes a report from PCWorld: AMD has announced a plan to license the design of its top-of-the-line server processor to a newly formed Chinese company, creating a brand-new rival for Intel. AMD is licensing its x86 processor and system-on-chip technology to a company called THATIC (Tianjin Haiguang Advanced Technology Investment Co. Ltd.), a joint venture between AMD and a consortium of public and private Chinese companies. AMD is providing all the technology needed for THATIC to make a server chip, including the CPUs, interconnects and controllers. THATIC will be able to make variants of the x86 chips for different types of servers. AMD is much smaller than Intel, and licensing offers it an easy way to expand the installed base of AMD technology. The resource-strapped company will also generate licensing revenue in the process, said Jim McGregor, principal analyst at Tirias Research.

20 of 110 comments (clear)

  1. Aren't these munitions? by dilvish_the_damned · · Score: 2

    Historically top of the line desktop processor tech is considered munitions and not exportable to places like China. What changed?

    --
    I think you underestimate just how much I just dont care.
    1. Re: Aren't these munitions? by Anonymous Coward · · Score: 2, Insightful

      They probably contributed to Hillary's campaign fund.

    2. Re:Aren't these munitions? by aliquis · · Score: 3, Informative

      Historically top of the line desktop processor tech is considered munitions and not exportable to places like China. What changed?

      US government living in the past?
      http://www.theregister.co.uk/2...
      "US govt bans Intel from selling chips to China's supercomputer boffins
      Xeon, Xeon Phi processors slapped on trade block list"

      Like: "AMD chips? Hah! Nah they can have those! It's not like they are competitive enough anyway!" - "What could possibly go wrong?!"

    3. Re: Aren't these munitions? by Rockoon · · Score: 4, Interesting

      Slashdot users dont know that. They used to, once upon a time...

      Slashdot now thinks that Intel is a cpu design company that also happens to make semiconductors, rather than a semiconductor company that also happens to design cpu's.

      Intels process was about 2 years ahead of everybody, but they couldn't keep it up.. the tick tock is over with and they are now laying off because they see the writing on the wall, which is that their process lead ends this year with almost no hope of getting it back and maybe they will even fall behind now.

      GloFlo and Toshiba have reached parity, and TSMC will be the new leader when their Fab 15 starts running off 10nm chips before Intel can.

      --
      "His name was James Damore."
  2. Re:Theft by serbanp · · Score: 2

    Yeah, AMD's leadership seems to be too stupid these days to learn anything from Qualcomm's plight...

  3. Re: Yeah but... by Anonymous Coward · · Score: 3, Funny

    Intel chips are obsolete.. AMD's fused cpu/gpu architecture with hbm/hbm2, HSA, asynch shaders new generation gpu's, etc..etc..etc.. is going to bleed Intel big time..

    Intel was able to put a lot of money to make its chips fast.. but for a high price.. which morons always payed the huge profit slice.. Now AMD can make faster chips for a fraction of the price.. now that AMD has 14 nm, 16 nm, and son 7nm chip foundry technology..

    I bought at $1.78, and I will retire in 5 years with the profit I already started making.. while my Intel stock has always been around the $20.00 to for the first time lately $30.00... A very lack laster performance compared to APPLE, Qualcom, etc..

    Now it is amd turn.. I'l sit and relax seing my AMD go 10x plus over the next years...

    Todays AMD is not the AMD from yesterday.. noe it has all the teeth, while bully Intel is years behind AMD's latest architectures..

    Intel is just a cpu company, it was never able to build a high end gpu because it does not have high end gpu technology..remember Intels Larrabbee gpu fiasco..?

    AMD has a lot of new surprises to come..

  4. Re: Theft by Anonymous Coward · · Score: 3, Insightful

    ... or any of a hundred other companies. It's funny how after three years the Chinese company dissolves the joint venture, yet continues to make the same product. From chips, to cars (ask Chevrolet), to "Mig" Fighter Jets, I'm not sure I've ever heard of one of these JVs that actually worked out for the non-Chinese party. At this point, even though I don't like victim blaming, you deserve to get hosed when you supply the intellectual property into one of these deals.

  5. Re: Theft by bhcompy · · Score: 2

    Well, the positive is that this technology goes obsolete pretty quickly, though maybe a little slower in recent years than the previous 20

  6. Re: Yeah but... by spire3661 · · Score: 4, Interesting

    "AMD has a lot of new surprises to come.."

    I have been hearing this since Bulldozer. AMD consistently over-promises and under-delivers. Until AMD actually ships this stuff, its vapor and not much more. I would like to see AMD succeed, but they actually have to get a compelling product out the door first.

    "Intel is just a cpu company'
    ,br> And SSDs, NICs, wireless solutions, chipsets. They also make barebone PCs called NUCs.

    --
    Good-bye
  7. Re:x86 is still relevant? by nnull · · Score: 2

    I'm definitely not doing much of those tasks on ARM CPU's. X86 isn't going away any time soon. ARM simply sucks for many tasks still. And when I looked for a cheap PC to do simple tasks, I still looked for an Intel, not an ARM computer.

  8. Re:Is the x86 platform.... by Eravnrekaree · · Score: 5, Insightful

    Intel has an x86 smartphone CPU. x86 is a huge server platform. PCs are not going anywhere, people are just replacing their PCs every 7 rather than 3 years. This creates the illusion that the PC market is shrinking. its not. Smartphones are hellish when you want to do any real work. Not many want to do their taxes on a smartphone.

  9. wave goodbye to AMD by WindBourne · · Score: 3, Insightful

    Seriously, that will be the end of AMD in no time flat.

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    I prefer the "u" in honour as it seems to be missing these days.
    1. Re:wave goodbye to AMD by hairyfeet · · Score: 2

      LOL if announcing they have 1.5 BILLION in SoCs already called for in the game console market (which just FYI gives them a complete monopoly, as Sony,MSFT and Nintendo will ALL be running AMD APUs exclusively) along with a new deal that will most likely give them a big fat chunk of the growing Chinese server market, not to mention all the critics singing the praises of the new Fury GPUs...if THAT is "failing"? Can I have some of what you are smoking?

      Hell having a lock on the console market alone will pretty much hand them the PC gaming market (as every console port will already be optimized for their chips), their new APUs are already VERY attractive price wise and Zen is reported to be at least 40% faster than the fastest current chips in their line up which will make them attractive for laptops, and with this deal they will not only get a good chunk of the server market in China but will also have a second company paying for the R&D...AMD is about to be in a VERY good place and their CEO should be commended for cutting such beneficial deals.

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      ACs don't waste your time replying, your posts are never seen by me.
  10. Re:Hmm by Eravnrekaree · · Score: 4, Interesting

    A lot of people prefer PCs. Its user base is not shrinking.l the problem is people are replacing PCs far less often than they used to. This creates the illusion that its shrinking. Its not. But its enough of a problem to create a hit on the bottom line of the CPU companies.

  11. The timing of this seems bad by jenningsthecat · · Score: 3, Insightful

    With Intel laying people off and vowing to concentrate on the server market, wouldn't AMD be better off going after what's left of the desktop market? It's shrinking to be sure, but I think there's still a lot of meat on those bones, especially now that Intel won't be vying so hard for market share in that space. It would probably be a safer bet than handing over their IP to the Chinese.

    --
    'The Economy' is a giant Ponzi scheme whose most pitiable suckers are the youngest among us and the yet-unborn.
  12. They mean the 64-bit technology. by Sycraft-fu · · Score: 2

    Often x86 is used to mean any processor with an ISA descended from the original 8086, including modern 64-bit CPUs. So they mean AMD is licensing their x86-64 (or x64 or AMD64, whichever way you like to put it) technology which is not as powerful as Intel's, but is still fully current in terms of ISA. They specifically mention AMD's "Zen" processor which is the new 64-bit architecture expected to release this year.

  13. Re: Theft by Lord+Kano · · Score: 2

    They ran into technical problems that prevented them from matching pace with Intel and when Apple made the switch, what incentive did they have to continue down that road?

    LK

    --
    "Hi. This is my friend, Jack Shit, and you don't know him." - Lord Kano
  14. Re: Theft by jmauro · · Score: 2

    The PowerPC\Power ISA merged when the POWER4 was released in 2001, so the intent was always for the PowerPC variant to die off at that point. If Apple continued down the PowerPC route instead of the switch to x86/x64 they'd likely be using one the POWER chips instead of a custom PowerPC.

    The resulting POWER ISA is still going strong and IBM currently licenses the design to a number of different companies including Tundra Semiconductor, HCL Enterprise, Culturecom, P.A. Semi, Sony, Honeywell, Toshiba and Cray.

  15. Re: Theft by jmauro · · Score: 2

    It was less technical reasons and more that they were arguing with IBM over chip pricing/manufacturing quantities and Intel swooped in and made them an offer they couldn't refuse.

  16. "front door attack" by karstdiver · · Score: 2

    China is investing, with zero expectation on ROI, in semiconductors under the guise of National Security according to the US Dept of Commerce. See http://electronicspurchasingst...