Intel's share price is up another 7% today on reports that AMD is currently in discussions with Intel for Intel to build AMD chips
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Intel to make chips for AMD?
- Thread starter Grim5
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Political strategy aside a potential win-win, at least in the short term, for AMD even at the risk of giving a struggling competitor a shot in the arm as they can probably negotiate good terms allowing them (AMD) to make ground as well (i.e. focus more of their production allocation on advanced profitable lines on products which need it and move those that don't to Intel).
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Soldato
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Thing is, if I read it correctly and understand correctly; they wouldn't be putting products on those lines which are likely to suffer with the issues, they'd be either older 'mature' parts they want to keep manufacturing, but don't want to waste TSMC capacity on, or they'd be fringe/more experimental products which need production capacity that they didn't have available before, and again don't need the best of the best like the main top end server/HEDT/desktop stuff.
Realistically, the Intel issues were so widely publicised, they likely wouldnt put anything NEAR thier nodes of a profile likely to even risk hitting the failure points.
Realistically, the Intel issues were so widely publicised, they likely wouldnt put anything NEAR thier nodes of a profile likely to even risk hitting the failure points.
Makes some degree of sense. Intel are building a load of fabs, more importantly, ones in the US, which aligns with all the tariff BS.
It's not like Intel are making anything decent so might as well make AMD products
Intel are actually making some really decent parts. The Arc Pro range for example is pretty incredible for the price and the 12 channel Xeon 6 parts although expensive AF are monstrously fast. Intel are just weak in the desktop range, but desktop performance is irrelevant as Intel have the market shown up by default.
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Far more likely this is just prudence.
If a toddler is in charge of the White House, and AMD are now big enough to be considering dual-sourcing some parts: well before you can say "Sorry Samsung", they will have made some noises to buy some wafers from Intel. And most likely from an American Intel fab.
For this to please any market jitters about tarrifs and orange menace's ego, they don't actually have to make that many parts there. Unless Intel somehow make a decent node after 18A (because 18A has now been watered down so much it might as well be called Intel 30A), in which case dual-sourcing and having a part validated means they can take advantage.
Sure there are other factors, but like Nvidia deal tarrifs and pleasing the current US government is a large part of this IMO.
If a toddler is in charge of the White House, and AMD are now big enough to be considering dual-sourcing some parts: well before you can say "Sorry Samsung", they will have made some noises to buy some wafers from Intel. And most likely from an American Intel fab.
For this to please any market jitters about tarrifs and orange menace's ego, they don't actually have to make that many parts there. Unless Intel somehow make a decent node after 18A (because 18A has now been watered down so much it might as well be called Intel 30A), in which case dual-sourcing and having a part validated means they can take advantage.
Sure there are other factors, but like Nvidia deal tarrifs and pleasing the current US government is a large part of this IMO.
Is it actually decent or is it just cheap?, what if it cost 50% more? Is it still an incredible part?
This. Tho i suspect this is not by AMD's choice, i wouldn't be surprised if AMD was threatened with some punitive tariffs if they didn't throw Intel a bone
from a couple of days ago
Is AMD fabbing at Intel Foundry?
A few days ago, a financial note went around saying AMD is going to fab chips at Intel Foundry.
www.semiaccurate.com
The Xeon 6 or Arc pro?
Xeon 6 falls behind Epyc 9 in performance and efficiency so no obviously not that, Arc pro.
from a couple of days ago
Is AMD fabbing at Intel Foundry?
A few days ago, a financial note went around saying AMD is going to fab chips at Intel Foundry.
Fake news then...
Intels Xeon parts are much closer to AMD then there desktop parts and you obviously understand this, but there are some exceptions like the 6980P.
Arc pro is priced so well compared to Nvidia and much less restrictive in its uses. Intel has also worked hard improving support.