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AMD in Acquisition Rumors Again; Stock Rises

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August 9, 2012 3:38:09 PM

If Samsung does buy AMD, it might mean the end of fab problems for AMD.... :/ 
which sadly has been a major source of butthurt in AMD's business for quite a while now.

August 9, 2012 3:43:25 PM

Samsung Phenom III 965 Black Edition, anyone?
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August 9, 2012 3:44:09 PM

I know that VIA's x86 license is non transferable while AMD it might be but I am not sure. I have mixed feelings if Samsung or Qualcomm were to purchase AMD.
a b À AMD
August 9, 2012 3:48:05 PM

greghomeIf Samsung does buy AMD, it might mean the end of fab problems for AMD.... which sadly has been a major source of butthurt in AMD's business for quite a while now.


The fab problems are why AMD divested from Global Foundries and partnered with TSMC instead for all their new chips.

Hopefully AMD is on track to have all 4 cylinders firing at the same time since 2006
August 9, 2012 4:01:06 PM

Samsung buying AMD might be one of the best things to every happen to AMD. Samsung has a top-notch fab process and they definitely do not skimp on R&D.
August 9, 2012 4:09:39 PM

Assuming that the x86 license can be transferred to Samsung. They would be the best suitor for AMD, hands down.
August 9, 2012 4:13:27 PM

I think its transferable because AMD forced Intel to renegotiate on their licenses when they did AMD64
August 9, 2012 4:14:21 PM

I thing that Samsung and AMD would be a great combination.
As for the license... transferable or not; that should be a minor point
to be worked out between Intel and Samsung if needed.
It may even get Samsung a better deal.
August 9, 2012 4:15:10 PM

Samsung is in bed with a few people today: RIM software licensing, and AMD buyout offer.
August 9, 2012 4:19:17 PM

Wow, if Samsung purchases, they will have HD, RAM, CPU and VGA.... goodbye VIA :/  Samsung may soon become the kings of the ITX platform!
Anonymous
August 9, 2012 4:20:03 PM

Is x86 that important?
August 9, 2012 4:23:17 PM

i love samsung products, and i'm personally not that excited to have amd tech in there...
a b À AMD
August 9, 2012 4:23:38 PM


AMD is not 'divested' from Global Foundries.

TSMC fabrication allows bulk silicon for the SoC 'Brazos' chips, and it would not be surprising if Kaveri 28nm APUs using SOI wafers would be available from them, too.

August 9, 2012 4:25:27 PM

DoctorpinkIs x86 that important?


Considering how much software is wrtten for the x86 world , yes.
August 9, 2012 4:26:17 PM

rpgplayerSamsung buying AMD might be one of the best things to every happen to AMD. Samsung has a top-notch fab process and they definitely do not skimp on R&D.

Yea Samsung buying AMD might be the things to happen to amd as long as they stay loyal to the amd fan base. Tho I hope it never happens, it would be kinda funny if Intel bought AMD and competed with it self.

"An AMD takeover is one of those stories that just won't go away. Last year, there was speculation that Dell may be interested in buying AMD." I hope DELL doesn't buy AMD, we don't need AMD any worse than it is, pulse we don't dell forcing people to buy a their junk computer's just to get a AMD processor or ATI graphics.
August 9, 2012 4:28:41 PM

Personally am opposed to AMD being purchased by anyone. Or say someone with alot of cash on hand. Google or FB, I know it's not their domain, but someone who can make a real investment into the company. I see samsung just adding it as another product, they would never turn it back to it's glory days of being better than Intel. They would just look to continue current trend and profit. While a younger player Google and FB , who are looking to diversify have the cash on hand to make the investment needed to not just see it as a cash cow but an innovation house.
a b À AMD
August 9, 2012 4:37:59 PM

WisecrackerAMD is not 'divested' from Global Foundries.TSMC fabrication allows bulk silicon for the SoC 'Brazos' chips, and it would not be surprising if Kaveri 28nm APUs using SOI wafers would be available from them, too.


Yes they are divested. AMD no longer owns any stake in Global Foundries. They sold the last of it in March of this year
August 9, 2012 4:55:38 PM

yea i would think that there are only a few companies out there that have the actual cash or need to buy a company like this .. apple.. samsung qualcom dell .. as mentioned but personally the amount of RND that needs put into the processors Adds quite a bit more money to the price tag .. a lot of it falls down to IP patents thats the real value here.
August 9, 2012 5:09:34 PM

I've always thought a IBM AMD merger made a lot of sense. Little overlap between companies. IBM get back into consumer level goods. Using in house chips might improve margins on x86 servers. AMD gets IBM R&D budget and important manufacturing tech.
August 9, 2012 5:11:18 PM

I highly doubt that there is any substance to this rumor. I would imagine Qualcomm as a chip maker would be a more likely buyout target for AMD than it being the other way around. And Samsung seems to be working in other areas at the moment, and again would probably be more interested in buying a Qualcomm to help their mobile products division than buying AMD. I know that people are writing the doom of AMD because of its CPU struggles, but let's not forget that they have a really good GPU line there too. I would rather AMD weather the storm for now and keep working to improve than have them bought out by someone who starts messing with everything and end up ruining what's good and failing to improve on what was bad.
August 9, 2012 5:11:34 PM

I think Google is possibility as well. It would benefit more from acquisition of AMD. GFGD( Google for global domination)
August 9, 2012 5:40:33 PM

One problem any company has in buying AMD is Intel. Intel basically lets AMD survive eating the scraps and offal of the market, while Intel commands the market. AMD buyers represent the catfish in the botton, sucking off the bottom, and suffering with inferior hardware because it's all they can afford. Intel lets this happen.

If someone like Samsung takes over AMD, Intel might feel threatened. They might decide they can lower their profits a little bit, and kill the catfish before it gets too big to try to eat from the top. Intel's processors are cheap to make, perform very well, and have great brand recognition. They also own their fabs. Competing against them with AMD designs is only hopeful with the Brazos design. With Bulldozer or Piledriver, because the cost of the chip for the performance is much lower, Intel can easily make this line irrelevant by adjusting pricing.

ATI would still be competitive, but the more processors sold with GPUs, the less of the market for discrete cards, especially as they get more powerful.

I think most companies realize Intel would react strongly to any threat, and that's got to make them a little worried. Or more than a little.
Anonymous
August 9, 2012 6:00:11 PM

I don't think any company needs a license for x86 anymore, they are not using cores that directly execute x86 instructions, instead, the x86 instructions are broken down into a more risc like set of instructions and then executed. You don't need a license if you reverse engineer something. It's been that way since the K5/K6 days. Even Via's license expired with the end of the Via C3 line I think, and no company currently owns a license for using their designs on Intel sockets anymore, remember the K6 / pentium mmx, cyrix mII all using the socket 7 design. And then Via had a socket 370 license. Of course, I could be totally wrong.

Anyways, Is AMD in that bad of shape, they might actually be auctioned off? Well, thats what happens when you don't listen and build an inferior product. Then try and send the company in 10 different directions at once, they really need to fire this CEO. Sucks for AMD.
August 9, 2012 6:23:44 PM

AMD is probably worth more for their IP.
a b À AMD
August 9, 2012 6:37:06 PM


Pinhedd said:
Yes they are divested. AMD no longer owns any stake in Global Foundries. They sold the last of it in March of this year


Fair enough ... a financial divestiture.

The issues that creeped-up in the Spring when this was announced (or, maybe, better described as 'Fanboy Fodder') was that AMD was dumping GloFlo and SOI wafers. Comments made by RR were spun out-of-context, so much so if I recall, RR appeared somewhere after this deal was announced, and pointedly said, "The Roadmaps have not changed, and 28nm is on-target." This, somehow, also got spun out-of-context, too.

Simply because of the current GloFlo SOI wafer-start capacity (and the 22nm SOI-wafer capacity coming on-line at Luther Forest), AMD and GloFlo are still joined at the hip. HOWEVER, ...

AMD has been working with TSMC on SOI for over three years, the inference being that not only are AMD Radeon GPUs moving to SOI but with TSMC, AMD is also focusing on CPUs and SoCs. It takes capacity in wafer-starts to meet Chipzilla head-on in the channel. That's always been AMD's down-fall against Intel. The sheer mass of Chipzilla capacity drives the channel.

What is really interesting in all of this -- Samsung is a member of the SOI Consortium, too. And in lieu of a 'takeover' of AMD, I suspect AMD and Samsung have simply 'inked' an R&D/production agreement.

Lookout, channel (if all this comes together for AMD).




August 9, 2012 6:44:27 PM

If Samsung bought AMD, Intel would definitely stop selling CPU's to Samsung. Plus the fact that Samsung makes ARM chips and will compete with Intel in the tablet/phone market, so we'll have competition between Samsung and Intel. I would love to see Samsung buy AMD. Samsung spends so much money on R&D. I really want it to happen so AMD can make a comeback! Or Google. I just hope the license is transferable.
Anonymous
August 9, 2012 7:11:03 PM

Samsung won't buy AMD for CPUs. But Samsung may buy AMD for GPUs...
August 9, 2012 7:13:54 PM

Did anybody read about the new FirePro APU that AMD unveiled yesterday? Perhaps that would explain some of the jump in stock price.

August 9, 2012 7:31:31 PM

Samsung could do a lot with AMD. It would be the one thing that might give Intel some competition.

I would much rather that Nvidia bought it, but Samsung would be interesting still.
August 9, 2012 7:35:24 PM

DRosencraftI highly doubt that there is any substance to this rumor. I would imagine Qualcomm as a chip maker would be a more likely buyout target for AMD than it being the other way around. And Samsung seems to be working in other areas at the moment, and again would probably be more interested in buying a Qualcomm to help their mobile products division than buying


Samsung does not need anything that Qualcomm has to offer. Samsung already has a strong mobile chip. What Samsung does not have is an x86 chip. It might feel like its time to step up to the plate with the big boys.

With Microsoft backing an x86 tablet and Intel pushing its x86 line of tablet and mobile CPUs Samsung might feel like it has to jump into this or potentially be left out of it. In two more generations the x86 chip will be crushing the competition again, I suspect.
August 9, 2012 8:41:40 PM

Was this "market rumor" from an analyst with a first name that starts with "Patrick"?
August 9, 2012 9:30:44 PM

The x86 licenses are non-transferable. Neither for VIA or AMD. If either company is bought out, the x86 license is null and void. However, If AMD were to get bought out....the buyer would have little issue getting an x86 license anyway as Intel can't legally prevent any competitor from directly competing with them in the desktop market. So, if Samsung or Qualcomm were to buyout AMD, Intel would be required by law to allow them an x86 license under reasonable terms.

southernsharkSamsung could do a lot with AMD. It would be the one thing that might give Intel some competition. I would much rather that Nvidia bought it, but Samsung would be interesting still.

nVidia can't buy AMD for legal reasons. nVidia competes with AMD in the graphics market. nVidia buying AMD would result in nVidia having 100% of the discrete graphics market and thus a monopoly.
August 10, 2012 2:24:28 AM

sykozisThe x86 licenses are non-transferable. Neither for VIA or AMD. If either company is bought out, the x86 license is null and void. However, If AMD were to get bought out....the buyer would have little issue getting an x86 license anyway as Intel can't legally prevent any competitor from directly competing with them in the desktop market. So, if Samsung or Qualcomm were to buyout AMD, Intel would be required by law to allow them an x86 license under reasonable terms.nVidia can't buy AMD for legal reasons. nVidia competes with AMD in the graphics market. nVidia buying AMD would result in nVidia having 100% of the discrete graphics market and thus a monopoly.
exactly the anti trust thing is going to let this license transferable. but Intel is most likely to ask for new terms, may be royalty fees.
August 10, 2012 3:16:58 AM

DRosencraft I would imagine Qualcomm as a chip maker would be a more likely buyout target for AMD than it being the other way around. And Samsung seems to be working in other areas at the moment, and again would probably be more interested in buying a Qualcomm to help their mobile products division than buying AMD. I know that people are writing the doom of AMD because of its CPU struggles, but let's not forget that they have a really good GPU line there too. I would rather AMD weather the storm for now and keep working to improve than have them bought out by someone who starts messing with everything and end up ruining what's good and failing to improve on what was bad.

You have to have the money to buy someone out. Samsung cant buy Qualcomm because they dont have the resources to get that much money. AMD is a tiny company that performs well given its budget. AMD can’t even dream large enough to have the money to buy out Qualcomm, or Samsung. Also both companies are diving head first into their chip production and have seen major advances in a very short time. They would also have the money to force-feed cash near the amount of total revenue of AMD into R&D. /ok slightly stretched but you get the point/

ta152hOne problem any company has in buying AMD is Intel. ... I think most companies realize Intel would react strongly to any threat, and that's got to make them a little worried. Or more than a little.

Samsung/Qualcomm is already "at war" with Intel. Intel is improving its power management and WILL compete in the phone/tablet market within a few years. ARM already fought against Intel and buying AMD might get one of their producers an edge against the largest, richest, and one of the most advanced chip producers in the world.

As of now I don’t see any single ARM company moving fast enough to fight Intel by 2016. Intel is coming down; they are trying to go up in performance.
August 10, 2012 9:57:28 AM

"AMD buyers represent the catfish in the botton, sucking off the bottom, and suffering with inferior hardware because it's all they can afford. Intel lets this happen."


I choose AMD because im not stupid and have more money than brains.

If AMD fails you will be buying 900 dollar Celerons.... don't forget that.
August 10, 2012 6:18:02 PM

Samsung = South Korea; Qualcomm = USA.

I know Samsung is the stronger competitor here but id rather have AMD acquired for the USA rather than SK. Sure, Samsung would fix the Fab issues for AMD, but it wouldnt be that much of a problem if Qualcomm purchased them. Not to mention, they wouldnt care about the x86 since they are ARM based irc.
August 10, 2012 10:46:53 PM

big fish always eats small fish if they swim slower
August 13, 2012 1:26:37 AM

On any note.. if anyone buys AMD they will surely look to improve on past issues with the company. I don't see AMD taking a dive after ANY buyout. I believe there are enough people in the world who holds the product name near and dear to the end. I mean seariously I have read forum after forum of Intel boys and girls bashing AMD and the people who choose to use AMD products. I mean come one they are like "browns fans" and totally loyal. I am not a fanboy of either brand but, seriously I honestly wonder would a intel fan endure that?
June 10, 2013 8:51:59 AM

It would be good news for Samsung and AMD..... It would be horrible news for Nvidia.
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