On: AMD Not Conducting Further Technology Transfers of x86 IP to China JV

[fspeech]

I don’t think there’s tariff on CPUs due to an international agreement of zero tariff on IT goods. Edit: https://www.wto.org/english/tratop_e/inftec_e/inftec_e.htm

[metildaa → fspeech]

Hrm, citation? I'm just reiterating what I heard from an AMD employee that took me out for drinks. AMD needed the $200 million to survive and thought there were market segments they could not access in China, but a JV would not be encumbered in that manner.

By the time the JV's chips would be in volume production, it would be 2 generations behind, thus not eating AMD's existing Chinese customer base.

Edit: Nice un-noted edit...

[fspeech → metildaa]

I didn’t mean to throw you off. Added “Edit” to make the thread coherent.