AMD Halts Further x86 Technology Licensing to China
AMD Lisa Su at Computex 2019 confirmed to Tom's hardware that the company wasn't licensing anymore of its x86 IP portfolio to China-based companies. AMD entered a technology license agreement with China's Tianjin Haiguang Advanced Technology Investment Co. Ltd. (THATIC) in 2016. As part of the agreement to license its x86 and SoC IP for chip development, AMD received a cash infusion worth $293 million (plus royalties).
As a result, Chinese chipmaker Hygon started delivering their "Dhyana" CPUs, which looked like copies of AMD's Zen-based Epyc chips with added, Chinese-government approved cryptographic capabilities. AMD had to go through some hoops to get this deal done, but it did. However, now the technology refinement pipe is draining for the Chinese companies, as AMD won't be delivering its post-Zen updates to the core design. It remains to be seen if AMD's intellectual property was enough for Chinese companies to ignite their own in-country CPU development, or if the ongoing US-China trade war will keep on draining the company of CPU independence.
As a result, Chinese chipmaker Hygon started delivering their "Dhyana" CPUs, which looked like copies of AMD's Zen-based Epyc chips with added, Chinese-government approved cryptographic capabilities. AMD had to go through some hoops to get this deal done, but it did. However, now the technology refinement pipe is draining for the Chinese companies, as AMD won't be delivering its post-Zen updates to the core design. It remains to be seen if AMD's intellectual property was enough for Chinese companies to ignite their own in-country CPU development, or if the ongoing US-China trade war will keep on draining the company of CPU independence.
