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AMD "Stands Ready to Manufacture Arm Chips" According to CFO

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AMD Chief Financial Officer Devinder Kumar has recently commented that the company "stands ready to manufacture Arm chips" if demand from business customers exists. These remarks were made at the Deutsche Bank Technology Conference held last week and build on comments made by CEO Dr. Lisa Su earlier this year confirming the companies willingness to create Arm chips. AMD has some experience creating Arm products with its K12 architecture which never reached market and their embedded microcontrollers such as the Platform Security Processors. While AMD hasn't confirmed if they have any current Arm projects underway there appears to be interest from customers which AMD is more than happy to fulfill. The pending sale of Arm to NVIDIA may complicate this if NVIDIA reneges on their pledge to continue Arm's open licensing system.



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A little puzzled by the word, "manufacture". AMD have no fab, so I get it that they can design SOCs with ARM chips onboard, but I am not sure about manufacturing ARM chips.
 
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A little puzzled by the word, "manufacture". AMD have no fab, so I get it that they can design SOCs with ARM chips onboard, but I am not sure about manufacturing ARM chips.

Possibly, they mean that they can design an ARM chip and use their capacity at TSMC or GloFlo to make them.
 

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I think this is more of an answer to Intel's plan to really dive into the semi-custom solutions market, which AMD has long been the major go-to and their primary source of income until Ryzen became a thing. That and the fact that with their joint effort with Samsung, could let AMD really go all-in on the mobile market, whether it's portable consoles like the Aya Neo/Steam Deck or "gaming ready" smartphones and tablets.

After all, Nvidia used to be (and might still be) hostile to major semi-custom solutions (at least, they were during the Xbox era, which resulted in Xbox going to ATI and never looking back), and Intel used to not really care much about semi-custom solutions for smaller businesses, pointing them towards adapting existing solutions instead.
 
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