Lisa Su’s company has stated that they know ARM well enough to get down to business and create their own chips, although they are unclear if it fits into their future plans.
In the middle of all the Nvidia and ARM soap opera for the attempt to purchase the green company towards the standard called to revolutionize computing, now the competition is going and releases a bombshell.
Of course, when we talk about competition from Nvidia, we are referring to AMD, the only company that has known how to compete in the world of processors in the last two decades. And while in GPU they have not been up to the task for years, in CPU things change a lot (to the annoyance of Intel).
Going back to what we were. ARM has been in legal trouble for more than a year due to Nvidia’s attempt to buy them, and while all this is solved the situation of the chips has remained quite stagnant. From seeing a constant evolution year after year to taking more than 12 months of strange calm.
This is due to the fact that the conglomerate of companies that makes up ARM is being a bit handicapped by the uncertainty of its future and, also, because the chip sector is more saturated than ever, so innovation can fall on deaf ears.
And, in the middle of all this mess, AMD has appeared with some statements that have caught many of us by surprise: who are familiar with ARM and who could get to work with them because their clients demand this type of product from them.
The person in charge of release This bombshell was Devinder Kumar, AMD’s CFO, who recently commented that AMD was willing to make ARM chips if necessary, noting that the company’s customers want to work with AMD on solutions based on that architecture.
Kumar’s comments do not mean that the company has specific ARM projects in mind.. However, they do confirm that the company’s customers are interested in acquiring ARM processors made by AMD and that the company would be willing to meet that need.
The American chip company could offer these chips in its data center processor lines, since their consumption is very low compared to traditional processors, or for desktop PCs as you have already started to make Apple with their M1.
Unfortunately for everyone, this idea, although it sounds very good for users because it represents the entry of a new player into the sector, it would have the same difficulty that other companies have.
Since the increase of companies dedicated to designing processors does not solve the real problem: the lack of companies that make processors. TSMC does not give enough and that can only be solved by setting up more construction factories, not designing chips.