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Intel Interested in Licensing from AMD?

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The tech financial world is floating a wild little rumor that is a little out there considering, to the best of my knowledge, this is the first mention of anything like this.

As mentioned above, Advanced Micro Devices is having a strong start to the trading session today as reports surface surrounding interest in a license by Intel. According to the reports, INTC is interested in licensing the AMD Ryzen product.

This could be overwhelmingly positive news for AMD. After all, if INTC does license Ryzen, it will widen the market for the product in a big way. We know that AMD has the ability to produce the Ryzen product for less than INTC can produce the competing product. So, there is a good reason for INTC interest here. However, at the moment, it is just a report of interest. No license deal has taken place yet.

Source: https://cnafinance.com/advanced-mic...limbs-on-intel-intc-interest-in-license/15358

Has anyone else heard any rumors regarding a licensing deal? I know there was a rumor of Intel being interested in GPU tech for their iGPU, but their interest in AMD's CPU/core design seems like a pretty big stretch.

JAT

Edit: Might be a misquote by the author of the article. It appears the INTC and AMD have inked out their GPU licensing deal today...just in time for Analyst Day. I'll leave the post as it sits, just in case there is some truth to it...though I'm pretty skeptical about it.
 
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It's been floating around for awhile. Note this March 2016 article: https://seekingalpha.com/article/3961087-amds-reported-licensing-deal-intel-gives

But note too licensing agreements between these two companies are nothing new.

It should be noted how AMD became the big processor maker it is in the first place. WAY BACK when IBM was making the original IBM PC, IBM insisted there be a second source for Intel processors. So Intel licensed to AMD to make Intel processors for the IBM PC.

So while this particular announcement may focus on the Ryzen, these two companies are in bed with each other more often than most people realize. It is more of a mutually beneficial, symbiotic relationship than mortal enemies constantly at war.
 
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While I agree that their licensing deals go back decades, this is the first I know of any mention that Intel has expressed any interest in AMD's CPU/core design (other than the x64 instruction set). I am not giving much credence to the story, as I find it very hard to believe that INTC has much interest in current AMD IP, other than their graphics IP.

JAT
 

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So while this particular announcement may focus on the Ryzen, these two companies are in bed with each other more often than most people realize. It is more of a mutually beneficial, symbiotic relationship than mortal enemies constantly at war

As bill says they been in "Bed with Each other for Decades"
in some ways its a "Mormon polygamist Marriage"
Widely Recognized sometimes beneficial to Both. and to some extent mutually need by both

This may be corporate Subtly to ensure AMD Survival and lesson Intels Corporate legal liability's re monopoly ect
 
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AMD is up over one dollar at the moment.
 

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Cool would be if Intel fabs made ryzen chips. I would be pretty excited to see what a not shit fab could do with them
 
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Cool would be if Intel fabs made ryzen chips. I would be pretty excited to see what a not shit fab could do with them

Temper that because Intel cannot makes chips cheaply. Hmm, does Intel see history repeating itself and are going at it differently this time? Get on the train before it leaves you behind? Putting aside Ryzen, this is a helluva thing for Intel to do.
 

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Temper that because Intel cannot makes chips cheaply. Hmm, does Intel see history repeating itself and are going at it differently this time? Get on the train before it leaves you behind? Putting aside Ryzen, this is a helluva thing for Intel to do.

Only thing positive amd has going is the same thing they always do. Better multithreading performance. Intel has a faster chip, more cores, a better process etc.
 
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Personally, I don't care what they do as long as both companies stay in business. We (consumers) need AMD to keep nipping at the heels of Intel, and we need Intel to keep looking over their shoulders to make sure AMD does not leapfrog past them - again. That's the only way to ensure R&D and advances in the technologies continue, and competition (choice) is always better for consumers - even if it is friendly competition.
 
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Personally, I don't care what they do as long as both companies stay in business. We (consumers) need AMD to keep nipping at the heels of Intel, and we need Intel to keep looking over their shoulders to make sure AMD does not leapfrog past them - again. That's the only way to ensure R&D and advances in the technologies continue, and competition (choice) is always better for consumers - even if it is friendly competition.

^^This is how we should all feel. We see Ryzen launch to be (relatively) competitive, and shortly thereafter we have an announcement that INTC has chosen to bring out an i9 series. This fact alone tells me that Bill's statement hits the nail on the head. INTC had no reason to spend the resources to bring bigger chips out, when they were the king of the hill anyway, with no competition anywhere to be seen.

Competition is key to good, cost efficient products.

JAT
 
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Only thing positive amd has going is the same thing they always do. Better multithreading performance. Intel has a faster chip, more cores, a better process etc.

If that is true then why are there rumors at all?
 
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If that is true then why are there rumors at all?
There really aren't any rumors about INTC interest in AMD processor tech, other than this one. This is the reason why I question the report. INTC has literally no reason to be interested in AMD processor IP...I think their only interest would be in graphics IP.
 

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There really aren't any rumors about INTC interest in AMD processor tech, other than this one. This is the reason why I question the report. INTC has literally no reason to be interested in AMD processor IP...I think their only interest would be in graphics IP.

They already signed a deal for graphics ip. This was after the deal with nvidia ended. I imagine amd was a cheaper partner to keep them from a lawsuit in patent infringement.
 
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They already signed a deal for graphics ip. This was after the deal with nvidia ended. I imagine amd was a cheaper partner to keep them from a lawsuit in patent infringement.

It's not about the cost for the graphics ip, it was that Intel didn't want to pay NVDA given that Nvidia is killing them in certain spaces. And it is already public what the ip was worth, so there is no reason to imply AMD would give their own ip away for pennies on the dollar.
 

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Though Ryzen is also amazing on power efficiency front. It's actually beating even Intel.

Under load it is about equal with a 6950x/6900k, which has a larger pci-e root complex and quad channel memory.

https://www.pcper.com/reviews/Proce...Now-and-Zen/Power-Consumption-and-Conclusions

It's not about the cost for the graphics ip, it was that Intel didn't want to pay NVDA given that Nvidia is killing them in certain spaces. And it is already public what the ip was worth, so there is no reason to imply AMD would give their own ip away for pennies on the dollar.

AMD does that pretty constantly
 
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Whatever the reasoning, the stock is having a stellar day. I think primarily based on the finalization of the graphics licensing deal.

Analyst conference starts at 3:00 pm CST, so I think the stock will grow dramatically, or absolutely tank in after-hours trading. Fingers crossed!

JAT
 
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Cool would be if Intel fabs made ryzen chips. I would be pretty excited to see what a not shit fab could do with them
See while i generally respect your opinion as sound, sometimes too much.
Can you make a 14nm chip, not many can and theirs always going to be a bit more resources available to polish intels wares.
Shits overkill for such a new node imho.
 

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See while i generally respect your opinion as sound, sometimes too much.
Can you make a 14nm chip, not many can and theirs always going to be a bit more resources available to polish intels wares.
Shits overkill for such a new node imho.

My opinion on GloFo is based off of them falling short time and time again. We have already seen what AMD's designs can do one off. There are single slot RX480's for workstations as well as 95w TDP models for embedded. I strongly feel if they used Samsung or Intel to produce the GPU node this whole power hunger monster thing that is AMD would look quite a bit different. I understand that LPE and LPP 14nm are both very new products, it is just frustrating to see that crutch holding them back time and time again. I mean what would the market look like right now if AMD had released an RX480/580 that sold with a default clock of 1600-1700mhz? At 1600mhz they compete with a stock 1070 in benchmarks (splave has one if you want to check). This is all stuff AMD misses out on with their booty fab. I just hope either GloFo gets better, or they start producing with someone else.

Remember the AMD fab of old was admittedly better than Intel. That was openly said by Intel with Phenom 1, Intel stated they were unable produce a quad on a single 65nm die, and they didn't the Q6xx0 series was dual dies, it wasn't until 45nm when they could produce a native quad core die. As of late this has been a huge swap. Maybe Jerry Sanders was correct with the "real men own fabs" quote of old. There is something about owning/controlling your product in every single phase.
 

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It's probably just an extension of x86/x86-64 cross-licensing agreement. In practice, it really doesn't mean anything to us.

What would be big news is if Intel starts licensing AMD GPU tech which was rumored several months ago.
 
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My opinion on GloFo is based off of them falling short time and time again. We have already seen what AMD's designs can do one off. There are single slot RX480's for workstations as well as 95w TDP models for embedded. I strongly feel if they used Samsung or Intel to produce the GPU node this whole power hunger monster thing that is AMD would look quite a bit different. I understand that LPE and LPP 14nm are both very new products, it is just frustrating to see that crutch holding them back time and time again. I mean what would the market look like right now if AMD had released an RX480/580 that sold with a default clock of 1600-1700mhz? At 1600mhz they compete with a stock 1070 in benchmarks (splave has one if you want to check). This is all stuff AMD misses out on with their booty fab. I just hope either GloFo gets better, or they start producing with someone else.

Remember the AMD fab of old was admittedly better than Intel. That was openly said by Intel with Phenom 1, Intel stated they were unable produce a quad on a single 65nm die, and they didn't the Q6xx0 series was dual dies, it wasn't until 45nm when they could produce a native quad core die. As of late this has been a huge swap. Maybe Jerry Sanders was correct with the "real men own fabs" quote of old. There is something about owning/controlling your product in every single phase.
See i did say i generally respect your opinion and input i think the phrase shit was harsh is all, likely a throw away comment.
I agree to your last and the other post it would be nice to see amd in another fab and they adjusted wafer contracts so they could, we just don't see it, they aren't using intel or tsmc atm and I agree that could be awesome.
I can't see that happening either , shame.
 
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It's not about the cost for the graphics ip, it was that Intel didn't want to pay NVDA given that Nvidia is killing them in certain spaces. And it is already public what the ip was worth, so there is no reason to imply AMD would give their own ip away for pennies on the dollar.
I think Nvidia is on the cusp of being able to produce an APU that would completely destroy anything AMD has done. Their Xavier processor for vehicles is a true marvel of engineering. If they can get their costs down and produce something for consoles, they could eventually fine tune it into a beast PC APU. I think that is the future of gaming.

I'm not sure that's realistic though, because they seem more interested in working with the transportation industry, which is a $10,000,000,000 venture.
 
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I think Nvidia is on the cusp of being able to produce an APU that would completely destroy anything AMD has done.

How are they anywhere close to such a thing ? Last time I checked they don't even have the licensing necessary. You mean Denver ? I don't even know what they tried to do with that , it certainly wasn't made with a future x86 APU in mind , or at the very most it was a failed attempt. They pour so much R&D in non consumer grade stuff I doubt they have recourse left to begin a fight with AMD and Intel on a whole new market to them. Even in the event of that happening AMD can counter them with ease. Nvidia is currently trying it's best to stay at the forefront of GPGPU for industries where they can make so much more money. And to be honest if they pull it off that can boost them to Intel level revenue in the far future.
 
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I think Nvidia is on the cusp of being able to produce an APU that would completely destroy anything AMD has done. Their Xavier processor for vehicles is a true marvel of engineering. If they can get their costs down and produce something for consoles, they could eventually fine tune it into a beast PC APU. I think that is the future of gaming.

I'm not sure that's realistic though, because they seem more interested in working with the transportation industry, which is a $10,000,000,000 venture.

They're not in the APU market since they have no license to produce anything x86 and as posted above about Denver, I concur it's good for a laugh. NV is killing it in deep learning and AI, and that is hurting Intel. This is why Intel would rather get back in bed with AMD vs the strained relationship they have with a serious competitor and leader of said markets in Nvidia.
 
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My opinion on GloFo is based off of them falling short time and time again. We have already seen what AMD's designs can do one off. There are single slot RX480's for workstations as well as 95w TDP models for embedded. I strongly feel if they used Samsung or Intel to produce the GPU node this whole power hunger monster thing that is AMD would look quite a bit different. I understand that LPE and LPP 14nm are both very new products, it is just frustrating to see that crutch holding them back time and time again. I mean what would the market look like right now if AMD had released an RX480/580 that sold with a default clock of 1600-1700mhz? At 1600mhz they compete with a stock 1070 in benchmarks (splave has one if you want to check). This is all stuff AMD misses out on with their booty fab. I just hope either GloFo gets better, or they start producing with someone else.

Remember the AMD fab of old was admittedly better than Intel. That was openly said by Intel with Phenom 1, Intel stated they were unable produce a quad on a single 65nm die, and they didn't the Q6xx0 series was dual dies, it wasn't until 45nm when they could produce a native quad core die. As of late this has been a huge swap. Maybe Jerry Sanders was correct with the "real men own fabs" quote of old. There is something about owning/controlling your product in every single phase.

They once talked about this at PCPerspective. When Intel has a chip to produce, they sit down with engineers at CPU design and fab factory and they talk things out and adjust stuff to produce best chips possible. In AMD's case, they design the chip based on what they know about the given process, hand the design over to Global Foundries and they make the stuff. It's obvious this can't ever produce same quality. It's a shame AMD doesn't have the capabilities it once had if they really were as good as you say (I was out of loop with Phenoms as I had cheapo E series Intels back then). Having Polaris and Ryzen on good fab would make a massive difference for sure and with potentially higher clocks, they'd be devastating for Intel.
 
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