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Well, for at least a time they would have the entire x86 market. That is not nothing. Also AMD may want to get back into the fab business. Without competition
by etempleton 2y ago
Well, for at least a time they would have the entire x86 market. That is not nothing. Also AMD may want to get back into the fab business. Without competition in x86 why not use Intel's fabs?
- KeplerBoy 2y agoAnd everyone would rush to migrate away from x86. Having a sole supplier for CPUs is a bad strategy.
- KETHERCORTEX 2y agoYet everyone is okay with a de-facto single supplier of CUDA capable AI GPUs.
- esskay 2y agoThey dont need to merge with intel to get the entire x86 market, they'll be getting that anyway if Intel folds. Even if Intel gets bought out, it'll be in pieces. Nobody wants to enter the x86 market, but there may be smaller segmenrs of the business that can help an ARM based business, or someone looking to get into GPU's.
- Wytwwww 2y ago> they'll be getting that anyway if Intel folds. Why would Intel "fold"? Their revenue is still 2x higher than AMDs... I mean obviously they are not doing great but its silly to say something like that at this point.
- toast0 2y ago> Nobody wants to enter the x86 market If the ISA patent licenses opened up, that might not be the case. When the topic comes up, it's more about Intel shutting down license transfers, so naturally companies have avoided x86.
- tadfisher 2y agoThey would technically have no market, because the Intel-AMD X86 license is non-transferable and expires if one party goes out of business.
- bell-cot 2y agoIANAL, however: - A token legal remnant of Intel, with 0 employees or properties, might suffice to keep that license ticking. - If the stakes appeared to be "or America will lose it's ability to make computers", then the government might find a judge willing to sign off on just about any sort of counterfactual, "because national security".