Will AMD Make ARM Processors?
AMD making ARM a processors is one of those tectonic shift things. The story has been around for a while but, earlier this week, the new AMD CEO Rory Read gave it fresh legs.
Read, formerly of IBM and Lenovo exec and more of customer-focussed guy rather than an NIH traditionalist guy, told a conference this week:
“At the end of the day, it has to be market driven and by the customer. We have a lot of IP and a lot of capability. We’re going to continue to play those cards, but as you move forward, making sure that you’re able to be ambidextrous is definitely a winning hand.”
Last month an AMD spokesman stated: “We’re at an inflection point. We will all need to let go of the old ‘AMD versus Intel’ mind-set, because it won’t be about that anymore. Our strategy is to accelerate our growth by taking advantage of our design capabilities to deliver a breadth of products that best align with broader industry shifts toward low power, emerging markets and the cloud.”
That was taken as a hint that AMD and ARM are flirting.
Intel has been trying to persuade the mobile industry to use x86 processors for a decade without success. Even when Intel had ARM processors, it couldn’t get the mobile industry to use them.
But people aren’t afraid of AMD screwing the mobile industry as Intel has done with the PC industry.