News Qualcomm fishes in Intel's troubled waters: Examines acquiring different pieces of Intel

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DrMrLordX

Lifer
Apr 27, 2000
22,371
12,177
136
Tbh none of the potential buyers seem good. Guess we'll just have to wait and see. Also an Intel buyout would scrap the cross-licensing deal between Intel and AMD in both directions, would it not? How many patents would AMD lose access to?
 

NTMBK

Lifer
Nov 14, 2011
10,377
5,520
136
Tbh none of the potential buyers seem good. Guess we'll just have to wait and see. Also an Intel buyout would scrap the cross-licensing deal between Intel and AMD in both directions, would it not? How many patents would AMD lose access to?
I was under the impression that the deal was structured so that only the party who changed ownership lost access, so I believe AMD would keep access to all the patents. I'm not a lawyer though.
 

Nothingness

Diamond Member
Jul 3, 2013
3,186
2,239
136
I was under the impression that the deal was structured so that only the party who changed ownership lost access, so I believe AMD would keep access to all the patents. I'm not a lawyer though.
Wouldn't that mean Intel acquirer would lose the ability to design and sell x86 chips, unless they accept to buy patents from AMD on top of paying for Intel?
Not that I'm a fan of x86, but having only one big company doing x86 wouldn't be a good thing for consumers.
 

NTMBK

Lifer
Nov 14, 2011
10,377
5,520
136
Wouldn't that mean Intel acquirer would lose the ability to design and sell x86 chips, unless they accept to buy patents from AMD on top of paying for Intel?
Not that I'm a fan of x86, but having only one big company doing x86 wouldn't be a good thing for consumers.
I'm sure AMD would be willing to come to an agreement. If Intel stopped producing x86 parts, that's basically the death of the x86 ecosystem and AMD's investment in the tech (and all their patents) become worthless. They might get some concession (or a big pile of cash) in the process, but they're not going to blow up their cash cow over this.
 

DZero

Senior member
Jun 20, 2024
410
161
76
Now I imagine what would be the coup de grace of Intel seeing that future.

Maybe their tech ends being stolen and replicated?
 

LightningZ71

Platinum Member
Mar 10, 2017
2,021
2,456
136
AMD would essentially just become another ARM at that point, but an ARM that also produces their own chips.
 
Jul 27, 2020
22,314
15,577
146
My thoughts on Elon and Intel:

He wants fabs to create AI hardware.
He gets the AI hardware designs from Intel.
He also gets OneAPI so the software part is almost ready-made.
He poaches some of the best AI engineers and makes them work out any remaining kinks in both hardware and software.
He takes over the world.

Bad for us x86 users, unless he decides to just let AMD design future x86 CPUs and license their technology in return for royalties. That would actually be a very sensible thing to do, even though the speed of x86 innovation will slow down to a crawl and we may have to settle for 5% IPC improvement every 2 years if we are lucky.
 

SiliconFly

Golden Member
Mar 10, 2023
1,925
1,281
96
Whoever buys Intel client/server, will automatically acquire their x86 rights as well. They'll just pickup where Intel left off.

But it doesn't change anything for AMD. All the x86 rights they already have, will naturally continue into the future regardless of whoever buys Intel. These can't be altered without AMD's approval.

So, the duopoly will still continue.
 

SiliconFly

Golden Member
Mar 10, 2023
1,925
1,281
96
My thoughts on Elon and Intel:

He wants fabs to create AI hardware.
He gets the AI hardware designs from Intel.
He also gets OneAPI so the software part is almost ready-made.
He poaches some of the best AI engineers and makes them work out any remaining kinks in both hardware and software.
He takes over the world.

Bad for us x86 users, unless he decides to just let AMD design future x86 CPUs and license their technology in return for royalties. That would actually be a very sensible thing to do, even though the speed of x86 innovation will slow down to a crawl and we may have to settle for 5% IPC improvement every 2 years if we are lucky.
Elon Musk is one of the leaders in AI in the world. Tesla AutoPilot is pure AI. He co-founded OpenAI. Now, his xAI has one of the most powerful AI super computers in the world and some of the best AI engineers. Even Tesla is branching out into AI.

I wish Elon buys Intel. Intel very badly needs someone like him.
 

Thibsie

Senior member
Apr 25, 2017
973
1,124
136
Whoever buys Intel client/server, will automatically acquire their x86 rights as well. They'll just pickup where Intel left off.

But it doesn't change anything for AMD. All the x86 rights they already have, will naturally continue into the future regardless of whoever buys Intel. These can't be altered without AMD's approval.

So, the duopoly will still continue.
No, not so simple.
 

coercitiv

Diamond Member
Jan 24, 2014
6,957
15,595
136
I wish Musk buys Intel. It's the best way to bury that dead moving body.
Don't underestimate the harm he can do to the other players in the market and the amount of U.S. money he can siphon to spit cheap silicon from Intel's foundries.

buy Intel > rename to Xi, maker of robots > declare it a strategic national priority > make the CHIPS act look like a down payment
 
Jul 27, 2020
22,314
15,577
146
Not even Intel. They don't deserve that.
They did kinda earn it

Prepared by fools during Bulldozer era for its impending doom, board brings back a once-technical-magician-turned-circus-dancing-clown to revive it, board gets impatient/boots the clown and now looking towards the biggest conman ever to shove Intel headlong into a brand new era of "prosperity".
 

Doug S

Diamond Member
Feb 8, 2020
3,007
5,169
136
Elon Musk is one of the leaders in AI in the world. Tesla AutoPilot is pure AI.

Autopilot has only recently been rewritten for AI. It wasn't before. It switched because it could never live up to Musk's ridiculous claims and promises (it STILL hasn't done the cross country trip he promised for 2017 lol) so he hoped the AI hype machine could turn that around.

It isn't even close to being the most capable self driving technology out there, it is just the most overhyped by the snake oil salesman of the century.
 

DrMrLordX

Lifer
Apr 27, 2000
22,371
12,177
136
I was under the impression that the deal was structured so that only the party who changed ownership lost access, so I believe AMD would keep access to all the patents. I'm not a lawyer though.

I am also not a lawyer, so while I can speculate, there's always the possibility that the agreement may explode in both directions. In fact the deal itself may make an acquisition of the design side effectively impossible without some kind of tax inversion deal.

Wouldn't that mean Intel acquirer would lose the ability to design and sell x86 chips, unless they accept to buy patents from AMD on top of paying for Intel?
Not that I'm a fan of x86, but having only one big company doing x86 wouldn't be a good thing for consumers.

See above. Also we don't know how many patents are still covered under the deal. x86_64 itself is pretty old, but newer products probably utilize supporting patents that we haven't even taken into consideration.

If Intel stopped producing x86 parts, that's basically the death of the x86 ecosystem and AMD's investment in the tech (and all their patents) become worthless.
Nah, AMD can't yet hit the volumes necessary to replace Intel, but they could in a few years if it became clear that Intel could no longer produce x86 CPUs. TSMC would smell the money and make it happen. And/or Intel's old foundry could start producing AMD chips as standins!
 

poke01

Diamond Member
Mar 8, 2022
3,040
4,031
106
Qualcomm would be best company to get Intel. Broadcom and Elon the worst.
 

gdansk

Diamond Member
Feb 8, 2011
3,768
6,020
136
Qualcomm would be best company to get Intel
AMD/Qualcomm/Nvidia are companies I wouldn't want to buy Intel. Any of these would lead to killing off a lot of consumer products.
I'd rather see Broadcom. The complaints against them seem to be that they'd increase prices. But that won't work with any of Intel's consumer products, they all have competition.
 
Reactions: Tlh97 and marees

Tup3x

Golden Member
Dec 31, 2016
1,180
1,249
136
They could split Intel. Networking and the likes for Broadcom, CPU&GPU for Qualcomm and chip making for someone else.
 

Thibsie

Senior member
Apr 25, 2017
973
1,124
136
Mmm Foundry goes independent, networking goes to AMD (IMO that would actually be useful for them) and design goes to whoever.

Nah, that's not how it will go but....
 

deasd

Senior member
Dec 31, 2013
588
973
136
lol wut Elon??!!
It might be interesting to see that the rear view mirror of CyberTruck being tagged Intel Inside™ and rehire Pat sitting inside to be spokesperson.
 
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