Question Could/should AMD buy a 25% stake in Intel, now that doing so would be cheap?

[DrMrLordX]

And you know that how?! Because that's what all the sensationalists youtubers are saying?!

No, because AMD released an updated AGESA that constrained OEMs from specifying too much vSoC when using EXPO memory profiles, and otherwise lowered default vSoC settings (and ASUS in particular was forced to correct voltage reporting). The fixes were tested extensively by GN and they worked. Steve isn't a sensationalist. They went into an extraordinary amount of detail on the matter.

We have no idea about the real numbers here just as we have no idea about the real numbers for the exploding ryzen incident.

Yes we do. Stop lying. Everyone who lost a Zen4X3D got an RMA/replacement. Period. The matter is concluded.

They are just searching for people that had any actual loss to then see if there are enough of them to then see if it is worth it to pursue a lawsuit.

Lawyers aren't stupid. They're building a class, not examining whether it's worth it to form a class. Actually there are two groups doing this, perhaps on slightly different matters (which means possibly separate torts).

Ryzen has a thermal protection that can not cope with voltages

Stop with the bs. You are lying again. There are no more stock motherboard settings overvolting the vSoC burning out the temp sensor array. AMD fixed the problem, and made things right with any users that suffered the incident.

 

[cytg111]

Im gonna drop a dime on intc the coming days.. They gonna bounce back

 

[static shock]

Indeed. Nvidia and ARM are perfectly suited for each other. They already use ARM for their Grace Server CPUs, and according to the rumours they are making an ARM-based chip for PCs as well.

If that graph from He-Man about zen5 performance is right, is possible that Nvidia can win all the market share against Intel and AMD.

 

[Makaveli]

No I think AMD is better spending that money on developing their software eco system to match hardware. I think that would get them ROI than buying shares in intel in the long term.

 

[GunsMadeAmericaFree]

Im gonna drop a dime on intc the coming days.. They gonna bounce back

I feel that way too - always cyclical. Short term, it will probably keep going down, but it will probably be worth twice as much or more in 4 or 5 years. It will also be interesting to see if ARM makes inroads into the desktop PC market during that time, and if so, how Intel and AMD embrace this.

 

[dullard]

I'm rarely a fan of one company buying another (even in fractional parts). It so rarely pays off in the long term. Heck, buying ATI just about bankrupted AMD. But, just for fun, consider what would have happened if AMD did buy 25% of Intel on the day you posted.

They would have lost $2.67 billion--already.

Considering AMD has only $68 billion of assets, that would have been a massive blow.

 

[carancho]

Western chip designers (including cloud providers) should do a capital injection to Intel Foundry after the losses from the current situation are allocated to the current holders and creditors. (Ie write down the legacy nodes.) Hedge against the Chinese invasion of Taiwan and/out other geopolitical risks. All should buy a small stake in the new IFS capital structure, which would hold mostly cutting edge fabs. The capital raised should be in line with wafer spend by chip designer. Similar to what happened with ASML, ARM, etc