It would have to be N3B for N3B, which could be lower than anticipated demand for other uses of N3B (Lunar Lake, Arrow Lake big die)
So there's another possibility.
Maybe Intel committed to buy x number of wafers from TSMC, but losing market share to AMD means that they need to cut back on their internal sourcing to be able to hit the order commitment to TSMC. In that case, killing 20A which was dual sourced made perfect sense since they already had the designs done for TSMC and they could save money to boot.
Because they could work on multiple overlapping iterations of their Arm core. And that would help weaken x86 which has lived way too long.They just bought the Nuvia team, why would they buy yet another CPU design team just to make ARM CPUs (and start over from scratch)? Without an x86 license and their existing designs the team is significantly less valuable. If Intel is serious about selling them off to raise cash they should include the license.
I think AMD would approve of an x86 license transfer to Qualcomm. Competing against one x86 CPU design company is easier than competing against many ARM CPU design companies.
Why do you think AMD would have any say in the matter? AMD's only real contribution is AMD64, and those patents are expired now. Even if they did have that ability, I think the FTC would have something to say about that if AMD was refusing such a transfer because they wanted to give themselves a monopoly on x86.
By that same virtue ARMv7 patents expire next year.Why do you think AMD would have any say in the matter? AMD's only real contribution is AMD64, and those patents are expired now. Even if they did have that ability, I think the FTC would have something to say about that if AMD was refusing such a transfer because they wanted to give themselves a monopoly on x86.
Why do you think AMD would have any say in the matter? AMD's only real contribution is AMD64, and those patents are expired now. Even if they did have that ability, I think the FTC would have something to say about that if AMD was refusing such a transfer because they wanted to give themselves a monopoly on x86.
As long as Intel is still an operating company, and near monopoly in client, the government is not going to approve merging it into another near monopoly (QCOM).
I think the only way this could be approved is if Intel was about to go under.
Part of Intel's agreement with AMD was that if AMD were to get bought or go bankrupt, they would forfeit the x86 license. But the opposite applies too.
Intel didn't put it in. AMD would have when they licensed AMD64 to Intel.Do we know the opposite applies for sure, or are people just assuming it? I don't see why Intel would have agreed to that clause, other than hubris "we will never go bankrupt so we'll throw them a bone and put that clause in for laughs".
Intel didn't put it in. AMD would have when they licensed AMD64 to Intel.
If they did an ex-Intel could still make x86 chips but it's a limited market.
No, as far as I know the only public knowledge about x86 cross-licensing is from court cases.That sounds plausible. Is it public knowledge though?
Via still has one, don't they ?No, as far as I know the only public knowledge about x86 cross-licensing is from court cases.
Intel and AMD slowly bought up all the companies/product lines depending on cross-licensing agreements with Intel. Except IBM. But IBM instead sold* off their fabs rendering their license moot.
* actually they paid GloFo to take them. Relevant to Intel's future?
VIA/Zhaoxin, but yes they do.Via still has one, don't they ?
I guess reading is a bit passe. Try post #515 http://www.portvapes.co.uk/?id=Latest-exam-1Z0-876-Dumps&exid=threads/intel-2q24-financial-results.2621083/post-41290987 above.
When you're screaming for cash. don't tell me "Intel has nothing to worry about".
They can buy Intel's E core division. That is very competent and VIA needs a competent processor.VIA/Zhaoxin, but yes they do.
I doubt they have the cash or assets to do that.They can buy Intel's E core division.
I sincerely doubt that the US government would let Intel sell chunks of themselves to a Chinese company.They can buy Intel's E core division. That is very competent and VIA needs a competent processor.
Another company would be DM&P Electronics. They are still alive and Intel's E cores could bring back to the game.
Nope not a chance. Hell would have to freeze over for their to be even a whisper of that happening.I sincerely doubt that the US government would let Intel sell chunks of themselves to a Chinese company.
I thought ClearWater Forest was meant to be Intel 18A?
I thought ClearWater Forest was meant to be Intel 18A?
Agreed about VIA, but isn't DM&P Electronics Taiwanese (aka, ally of USA)? Also having a new competitor in x86 using E cores would allow to not let it abandoned.I sincerely doubt that the US government would let Intel sell chunks of themselves to a Chinese company.