AMD sees Arm as an area for investment, is ready to manufacture chips

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In context: One of the topics covered by Deutsche Bank in its interview with AMD at the end of last week was AMD’s stance towards Arm-based chips. While he had nothing concrete to say, that didn’t rule out working with Arm either.

As part of its 2021 tech conference, Deutsche Bank interviewed AMD’s CFO on a range of topics, from growing its graphics industry to supplying its consumer coins. They also discussed how AMD is considering the Arm chips in light of what other companies are doing with them.

“It’s not just your other x86 competitor trying to rejuvenate itself, it’s also vertically integrated people making ARM A6 processors, et cetera,” said Ross Seymore of Deutsche Bank, probably referring to Apple who begins to move its Macs to its new M1 processor arm. Seymore asked AMD CFO Devinder Kumar if the company is feeling any kind of market pressure because of moves like this.

“Whether it’s x86 or ARM or even other areas, this is an area that we focus on and invest in for ourselves,” Kumar replied, highlighting AMD’s relationship with Arm. “We have a very good relationship with ARM.”

Rumors emerged late last year that AMD might be working on its own Arm-based rival in the M1. Around the same time, it was also rumored that Microsoft was working on something Arm-based for Surface servers and computers. Apple’s M1s saw performance and efficiency gains over similar x86-based competitors. Other manufacturers around the world have also started to look to Arm-based chips to create their own alternatives to the Intel and AMD x86 processors that currently dominate the CPU market.

One of AMD’s main competitors, Nvidia, sent shockwaves through the IT industry last year when it announced a bid to acquire the company that designed the Arm chip. The deal has yet to be done and has proven to be controversial, with big companies like Google and Microsoft against.

Photo credit Fritzchens Fritz


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