Friday, March 4th 2022
AMD and Intel Stop Processor Shipments to Russia and Belarus
Unless you have been living under a rock, chances are you are following the news about the Russia-Ukraine war disputes. Not to get too political, we are here to report about your favorite rivals—AMD and Intel—officially stopping the delivery of processors to Russia and Belarus. Firstly, an AMD representative told PCWorld that "Based on sanctions placed on Russia by the United States and other nations, at this time AMD is suspending its sales and distribution of our products into Russia and Belarus. It is all AMD products and products we power (PCs, etc) in Russia and Belarus." Additionally, Intel posted an official quote, which you can find below.
Sources:
PCWorld (AMD Quote), Intel, via VideoCardz
IntelIntel condemns the invasion of Ukraine by Russia and we have suspended all shipments to customers in both Russia and Belarus. Our thoughts are with everyone who has been impacted by this war, including the people of Ukraine and the surrounding countries and all those around the world with family, friends and loved ones in the region.
"We are working to support all of our employees through this difficult situation, especially those with close ties to this region. We have launched an employee donation and matching campaign through the Intel Foundation that has already raised over $1.2 million for relief efforts, and we are proud of the work our teams in surrounding areas including Poland, Germany and Romania are doing to aid refugees. We will continue to stand with the people of Ukraine and the global community in calling for an immediate end to this war and a swift return to peace.
95 Comments on AMD and Intel Stop Processor Shipments to Russia and Belarus
Let me offer perspective on this from the west though. The largest bastion of Communism was the Soviet Union. During the cold war the US represented the western ideals of democracy and capitalism, while the eastern ideal of communism united the Soviet Union. Between the two, which of these things is still around today? You'll note that reasonably the US won...and that's largely how the discussion was framed for the longest time.
Let me next suggest that the track record of very large governments trying to foment capitalism has subsequently had an interesting history. There is no one outcome, and it's led to things like North/South Korea, South America, and the Taiwanese and Mainland China situations. Heck, it's almost like the politics is so complicated that literally hundreds of books can and have been written about why each situation turned out the way it did...if those situations aren't still evolving.
Now, let me suggest why there's optimism in the west for people overthrowing what they believe as unfair governance. The US did it to Britain for taxation without representation. Taiwan did it after their founding, and are now a democracy. Europe did it years ago, when they switched from monarchies to democracy. These are powerful and fundamental examples, but all are so deeply engrained in the west that they form the core of our belief systems. Good>>Bad. The difficult part is defining what is bad...
On the other hand, the Russian identity is less about believing in an amorphous good, and more about observing reality. The common statement here is that it's depressing, but I'd further that it's realistic ahead of any sugar coating. In very simplistic terms, the west is optimistic leaning toward realistic while the east is realistic leaning towards pessimistic. It's very difficult to wrap your brain around that base identity, but once you do it's very difficult to not see why people are motivated as they are.
Now, getting back on track. The discussion is about sanctions. The west generally believes you cut off the supply of goods, people get angry, and the force of their anger makes political change happen. One of the Russians I knew back in Germany put it differently. He stated that sanctions only work when they make life miserable for the ruling class, because anything less is rapidly adopted as standard life if there's no way to change it. In many governmental structures, the people have little individual agency to change anything.
The hope would be that sanctions on luxury goods, like chips, does make it difficult for the rich. That said, these statements are not about that...they're about signaling that Intel and AMD aren't a part of the problem...which is fundamentally wrong-headed. That said, sometimes statements aren't about being right, so much as stating that you are doing the "right thing" for those who support you the most. Politics aside, losing 0.1% of the semiconductor sales in the world is nothing compared to being black balled from business in the west. Framed as such, these statements are abundantly clear in intent.
Yep love these symbolic jesters
Overpriced chips/ vodka/.... keep them coming.
They bombed a nuclear plant so now power is being turned off voluntarily so the bombing was effective.
America plays by the rules to often, and no other country does, and they only get slapped on the wrist when they dont. even when the dust settles from all of this, Russia will "negotiate" and things will go back to normal since he controls the energy for a lot of the west.
Obviously there will be under the table deals and smuggling, but the issue is that Russia is big and has big needs - hidden deals and black market cannot possibly cower all of them, not to mention prices are going to have a big markup. Plus they also lost Taiwan as such - bye bye Elbrus and Baikals - because those too were made at TSMC.
Not sure if Russia openly sells arms to middle east/............. but I'm sure third parties will be willing to do it for them for a mild fee.
...Not sure how that's gonna help.
In regards to the topic: it's more than that. TSMC won't supply Russia either, which means their glorified strategy of "import-replacement" is doomed because Elbrus was manufactured in Taiwan, and МЦСТ was on the brink of bankruptcy since 2020 (more so after govt demanded to return a big part of their subsidies). Even Minpromtorg called the entire ordeal "a failure".
Baikal is also doomed. They've just switched to ARM architecture (which they no longer can license), and they are/were also manufactured at TSMC (which obviously is no longer the case).
I'll try to keep my head cold and give my quick prognosis: in the "best case scenario"(or the most unrealistically-optimistic) is that China will eventually be able to start mass-manufacturing 1st gen ZEN clones and sell limited qty to Russia, along with existing ARM and RISC-V based products from companies like Allwinner & Rockchip. Worst case - back to old 90nm domestic designs, and even that is under question, since they bought barely enough equipment from STM to manufacture prototypes and engineering samples. Domestic mass-manufacturing is still impossible. There's a limited supply of those, and believe it or not, China also has scalpers. As soon as demand outgrows supply - prices will adjust accordingly (assuming China keeps its "neutral" status).
Another big deal is reputation. Even with all the beef with US and EU they still have the majority of their export in the west. Russia accounts only for a tiny fraction of the entire Chinese market. Siding with NATO on this occasion may even benefit them, since they will likely become a middlemen in natural resource trade and can perform a little sneeky-breeky magic around export sanctions to have a de-facto monopoly on electronics and automotive markets, and dictate their terms to the dictator (pun absolutely intended). All they need is to formally, but openly support the rest of the world.
Greatly disagree , PRC has never been closer to Russia and both share the same ambition , end US/dollar hegemony , this is a chance China can't afford to miss . It is clear that both parties have huge interest in combining SPFS and CIPS .
From a slightly morbid point of view though, this would slightly increase availability to other regions. Even if China could serve as the middleman to Russia, the Ruble is borderline worthless at the moment, and I doubt the Russian government would even attempt to buy any, much less the more financially strapped Russian citizens. On Russia's end, they'll probably be looking in trying to improve their Elbrus CPUs in order to at least have an in-house "competitor" and continuing with their attempts to fork a custom Linux OS to replace Windows (last I recall, Russia didn't have much success replacing Windows on certain critical systems). The problem with that though is that they don't have the money anymore to continue R&D, much less pay the workers (unless they restart Soviet Sweatshops with food as pay).
He cares, because this makes him look weak. And that makes him more angry, which is precisely why this whole situtation is precarious, to say the least. Putin is a man who doesn't know how to deescalate.
We had to do it, but they accomplish nothing.
We're not in the 70' or 80' where access to information was scarse. Everyone has a cellphone, there's several millions of Russians that fled in the past that can and are calling their families, there's no way this ends well for Putin
Godwins law doesn't apply to actual nazi like behavior. Godwin himself clarified that. That would be the best case, but I have doubts it will be easy.