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AMD stock soars on news of x86 licensing agreement with Chinese consortium

By Shawn Knight ยท 25 replies
Apr 22, 2016
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  1. quadibloc

    quadibloc TS Booster Posts: 89   +54

    Well, they were trying to guard against that by keeping the netlists for themselves, and by having an additional layer with two joint ventures, one of which AMD had majority ownership of.
    Now that push has come to shove with all this being placed on the Entity List, though, it's going to be interesting to see how this plays out. Obviously, neither TSMC nor GlobalFoundries can sell chips containing U.S. origin technology to bodies on the Entity List, license or no, so theoretically China would have to build its own 14nm fabs to use the masks they have.
    But a joint venture majority-owned by AMD, but phisically in China and subject to Chinese authorities can hardly expect to keep secrets from the Chinese government for long.
    So AMD will get burned by having its netlists stolen, and a 28mm version or whatever will be made for China's military by the fabs China does have.
     

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