Can you tell me any high performance logic parts Samsung have manufactored in recent times?
No. But then I can't quote you many logic parts that Samsung has manufactured in that past, period, so that doesn't mean much now does it?
There's no formal threshold, executives must gauge what is a relevant fact is and properly address the market.
Hmm. Well we'll find out within a 3-month period (or sooner) of any money changing hands then.
I think it would be foolish to keep AMD alive if you don't have any stake in AMD-related ventures like Mubadala. The chinese companies might fund AMD R&D, but that's not the same as providing working capital or buying shares as Mubadala is doing.
China's stake is in IP. People don't just hand out money for nothing. They're looking for designs to rip off, that'd be my guess. They're tired of ripping off MIPS and the money would be a way to prevent AMD from suing them over infringement issues in the future.
Market disagrees with you. NVidia is mopping the floor with GCN and Steamroller was yet another failed AMD product.
When it comes to most of AMD's processor tech, the technical merits are lacking in some (read: many) departments, at least compared to Intel offerings. When it comes to dGPUs and iGPUs, AMD's tech stacks up quite well against anyone's offerings, even Nvidia's. Market be damned, the GPUs they make work and work nicely. It makes total sense that someone would want to license their graphics technology. AMD's marketing department may stink but let's not slag the engineers and their work on that account.
And I'll say it again: Steamroller's market failure is due in large part to GF's inability to provide a suitable process for performance CPUs. IBM rolled out 22nm SOI for POWER8 (albeit too late for the Steamroller launch window) and GF just sort of stuck its thumb up its arse and whistled Dixie.
You can argue markets all day long, but in the end, this is a
technical forum. Can we at least focus on one or the other instead of trying to claim that a design is a "failure" just because it isn't selling enough units? Hell the P4 outsold K8, what do you think about that?
But the point I want to make is that GLF has access to IBM 22nm SOI process that they could make available for AMD. They could even outsource production for IBM and still charge AMD if the commercial conditions were right, but instead both AMD and GLF decided to not pursue this path. Regardless of how badass Steamroller is now, it is not badass enough to make feasible the porting to 22nm SOI. AMD could have a suitable process, it was their choice to not go down that rabbit hole, not GLF limitations
Now how do you know that? IBM "sold" some of their fabs and sent some of their engineers to GF, but the timing would have been prickly; POWER8 didn't even paper launch until, what, mid 2014? And GF didn't pick up those fabs until this past October.
Regardless, one thing that must be kept in mind is that "rabbit hole" would have required AMD to wait until mid 2014 at the earliest to launch their Steamroller products, and that's assuming GF would roll out working parts as quickly as IBM was able to produce the first POWER8 chips.
I think this is related to the crazy densities of the GPU part, I don't think IBM process is suited for that, much less to HDLs they are employing with Carrizo.
I have no idea if HDL would have worked with the 22nm SOI process; I wasn't going in that direction. I suspect IBM's 22nm SOI has superior transistor density to 28nm planar as used with Kaveri. What AMD *could* have done on a process better than 28nm planar is continue to improve the 3M and 4M product lineup on AM3+ (or a successor socket) and G34, which up until now was the bread-and-butter of their flagging CPU lineup. 28nm planar really did not leave them many options when it came to producing viable successors to FX or Opteron.
GF didn't deliver 28nm SOI/PDSOI/FDSOI/anythingSOI in an acceptable timeframe or at an acceptable price, and that really screwed AMD. If there is anything AMD did wrong, it was producing a design like Piledriver in the first place, which more-or-less made them dependent on future high-performance nodes that GF was obviously not equipped to deliver. Now that they've finally got things going pretty good on a per-module basis with Steamroller and (in a few months) Excavator, they don't even have a suitable node for production of FX or Opteron chips using those designs, which is absurd.