Qualcomm recently joined the party in China where Intel and IBM are longstanding guests. AMD needs to respond to its RSVP.
by Rick Merritt, SiliconValley Bureau Chief, EETimes, Feb. 10, 2016 –
Advanced Micro Devices should follow the lead of rival Qualcomm and set up a China joint venture around its K-12 processor. Join the party where most other major processor makers are already toasting each other.
It seems to me it's a win/win. AMD wants to "monetize its IP", CEO Lisa Su said in a recent conference call. China is hungry for microprocessor technology.
AMD can't license its x86 technology, but its Arm SoCs are fair game. Like Qualcomm and all the other vendors of Arm-based server SoCs, AMD needs help establishing an ecosystem and market for the architecture.