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Thursday, November 26, 2015 6:00:09 PM
Why would ANY company buy a minority interest in AMD? Microsoft has a much better reason. How much does it spend to purchase Xbox silicon? How much does it spend to design Xbox silicon? Apple also has good reasons too. It really needs to combine it's ARM Processors on-die with graphics cores.
Having a minority stake really gets you nothing (Although Tsinghua is interested in gaining intellectual property which timing wise vs lisa's comments make this interesting. AMD does have a nice patent portfolio)... You make an investment get shares and maybe a seat on the board. But you still get nothing tangible. Except maybe some return on your investment. Which looks good on your quarterly balance sheet. A minority stake doesn't get you FREE IP. So what would AMD be selling for $1BILLION and another dilution of share value?
Given that China has a policy of developing domestic firms and brands into ones the domestic market _desires_ buying in the marketplace, and given that China already has an active plan developing the gaming industry, it should not come as any surprise _IF_ China is seeking to develop a Chinese brand of gaming device with a Chinese IC foundation. This is parallel to their Lenovo model which is emulated by their handset industry. While these industries are still using foreign IP for their SoCs and CPUs, their domestic design firms are 'fast followers'.
Licensing AMD IP for GPUs and gaming CPUs could be an outcome of any future JV between AMD and Tsinghua beyond backend and testing activities we already know about. Intel will need to balance its interests if faced with such a licensing deal.
It's interesting to think about and pure speculation at this time. However it fits the STATE PLAN as it is currently seen on the ground.
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