Who wants to start the thread: who is most likely to pick up the x86 IP? Microsoft, Nvidia, or Qualcomm?
Josh128
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- Oct 14, 2022
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The transition to ARM isn’t complete but without advantaged transistors is the x86 IP over priced. The software moat gives a pricing advantage to x86 in PCs. In servers the software moat is dissipating. ARM IP is inexpensive and it is one of the reason that mobile, without a software base went with ARM and low cost TSMC transistors.
adroc_thurston
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- Jul 2, 2023
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You do understand that this won't last.
Tell me more?
I think ARM server IP is probably underpriced if volumes don’t come up soon. However, PC and below IP already has sustainable core volumes. With RISC-V as a roll your own alternative I think all CPU IP stays essentially ‘commodity’. There is money in accelerators still, e.g. Nvidia but that could also dissipate as the money shifts to inferencing.
Intel's x86 license is not transferrable, if Intel were to cease to exist.
In that case, it would either die with Intel, with AMD remaining the sole owner, or AMD will extract a huge payment or royalty from future owner.
I'm not sure that's a great example given the amount of time and resources Apple had to throw at that to make it competitive. Anyway they acquired that from Infineon so if you want to argue that the reason it took Apple so long to make it work was because they inherited a lot of dysfunction on that team from Intel, Intel could argue the same with Infineon.
Modems are hard, and modems weren't one of Intel's core competencies they should have been messing with. They were doing it as part of their mobile effort, but their mobile effort was never going to succeed because they didn't take it seriously. They used B or C team designers, didn't give it access to their leading edge processes, and insisted on x86 when the Android world had already coalesced around ARM. Now sure Android uses a sort of JVM to run apps but performance sensitive apps have always been native, so trying to push x86 into the Android world made an already difficult task even harder.
Trump fully supports that "specific country". Other than wanting to be able to claim he "stopped the war" because he has this delusion he deserves a Nobel peace prize, he is 100% behind everything Netanyahu is doing. Heck, he dreams of clearing out everyone living there so he can turn into a big resort for rich people!
So no, Trump's attempted intervention has nothing to do with that at all. This is just another in his long list of things he's recently been throwing at the wall hoping to stop people from talking about the thing he desperately wants people to stop talking about.
As other say Frank Yeary and other people who allowed all the problems to accumulate and only "rein in" when trying to backstab the CEO as a fall figure should be the ones to go first but Yeary is a buddy to Lutnick so he's probably immune to being removed effectively.
But it's interesting to see 18A yield rumours happen around the same time there's talk of CEO being changed, remember when before Pat there was rumours of Broadcom not impressed? And now we're getting again 18A yield rumours just before this crap happened with GOP Senators and Trump? Feels insanely fishy. Almost like Frank Yeary is briefing to the press on how bad it all is.
But it's interesting to see 18A yield rumours happen around the same time there's talk of CEO being changed, remember when before Pat there was rumours of Broadcom not impressed? And now we're getting again 18A yield rumours just before this crap happened with GOP Senators and Trump? Feels insanely fishy. Almost like Frank Yeary is briefing to the press on how bad it all is.
Intel needs more doing and less blaming.
"It's never too late to start doing the right things".
"It's never too late to start doing the right things".
Win2012R2
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- Dec 5, 2024
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It is, what's not transferrable is AMD's x86-64 - whoever buys out Intel will still be able to make 32 bit processors such as 486...
And 32-bit multicore P4 monsters! Get around the 32-bit limitation by treating each CPU core as a 4GB RAM NUMA node. 16 core P4 with 32 threads and 128GB RAM limit. More than enough for most.
As I've been saying, the only way it was going to work was if they got their 99% CPU Server market share back. The IFS talk was just to scam "Investors".
They've failed. And now Tan is going to kill the entire company.
It's all moot because the x64 patents probably expired. If some entity acquired Intel intact or in part AMD has no reason to be unreasonable. At most demand a small one time fee if they think they can and resume cross licensing as normal. There are a few exceptions where fighting it by any means would be justified (e.g. Nvidia) but those seem unlikely.
Why should they care? AMD's roadmap is their roadmap with or without Intel's existence.
Why should they care? AMD's roadmap is their roadmap with or without Intel's existence.
Intel has shown that in all probability it isn't. And most likely no court is going to let them enforce a monopoly via dubious legal cases on mainly expired patents. It is a waste of money to try.
Thunder 57
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- Aug 19, 2007
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There's a lot of Internet lawyers out there that have talked about this, but I don't think many people really know what would/could happen.
That was the deal Intel made with AMD. If Intel manages to ditch the Foundry in time, there's still a decent chance they can keep most of their client share at least.
Talking about courts *cough cough*, there's no telling what may happen if the current politically motivated courts get involved.
Josh128
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- Oct 14, 2022
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To whom? That's the issue, losing the foundry without no one continuing it is the end of Intel and x86 since AMD won't support for long considering how ARM and RISC-V are advancing. Specially ARM.
What a way to say: "I want to steal money from the USA". They won't have the talent Intel has and the machinery will be asked by ASML, so what new can deliver then?
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