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048The feud between AMD and Intel

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    Although Intel has a slight advantage in terms of technical strength, it is still not easy to obtain absolute support from IBM!  Because IBM, which has experienced many battles, knows that if the microprocessor is completely given to one supplier, it is likely to make it difficult to control. Therefore, IBM strongly requires its microprocessor supplier to license the technology to a second supplier.  Shang proposed the strategy of ¡°I am open, you are open¡±!

    There is almost no suspense in the following story. Deep historical roots, years of cooperation, appropriate technical gaps, and more importantly, the temptation of the blue ocean in the microprocessor market made Intel and AMD quickly hit it off.

    Intel¡¯s open technology fully authorized AMD to produce x86 series processors, while AMD gave up its own competitive products and became Intel¡¯s backup supplier.

    The two parties worked together and finally won an order from IBM, locking in the development path of personal computer technology!  As many years later, in the lawsuit against Intel, AMD repeatedly emphasized that "AMD's support immediately transformed Intel from a chorus member of a semiconductor company to a personal star"!

    As we all know, as a second supplier, there is no need for fame and only real profits. Therefore, what AMD is still lamenting is certainly not the fact that Intel became a star, but Intel's subsequent "treachery."

    In 1985, at a high-level meeting of Intel, it was clarified for the first time that the company's core business in the future would be the microprocessor business. The strategic goals were: to maintain the company's architecture as a leader in the microprocessor market; to become 386 and a new generation of company-based systems.  Exclusive supplier of architecture-based microprocessors; becoming a world-class manufacturer.

    Guided by this policy, on the one hand, Intel accelerated the termination of technology authorizations to original cooperative manufacturers and enhanced the uniqueness of processor technology; on the other hand, in order to enhance direct communication and contact with PC consumers, and thereby improve its relationship with  Thanks to the negotiating power of OEMs such as IBM, Intel broke the convention of advertising only to computer OEMs and targeted ordinary consumers for the first time. The "red x" advertisement that asked for 386 or not 286 is still a classic in the history of IT advertising.

    In 1987, bad luck befell AMD. Intel prematurely ended the technology exchange agreement signed with AMD five years ago and stopped licensing 386 technology to AMD.

    AMD was caught off guard by Intel's move and could only use legal weapons to defend its legitimate interests. After five years of litigation, the court ruled in 1992 that AMD could receive US$10 million in compensation plus pre-judgment interest, as well as compensation for 386  A perpetual, non-exclusive, royalty-free license to any intellectual property in microprocessors, including the x86 instruction set.

    But despite this, Intel adopted various means and delayed the execution of the judgment until two years later. The lawsuit was won, but AMD forever missed the golden period of PC market development, and processor technology also stalled.

    In the past seven years, Intel has taken advantage of the popularity of PCs and launched the 386 (1985), 486 (1989) and Pentium processors (1993). In terms of marketing, Intel launched the Intel Inside in 1993.  The movement was in full swing, and consumers were "not buying a Compaq computer, they were buying an Intel computer from Compaq."

    Since then, Intel has been at its peak, rivaling Microsoft as the dominant player in the PC industry chain!

    It is now the beginning of November 1987, and AMD will formally file a lawsuit with the court in the middle of the year. Zhao Zhenbei knows very well that this is the best opportunity to take over AMD.

    Due to historical reasons, China¡¯s computer industry is still in its infancy, and it lags behind the international leading level by at least fifteen years.

    And Zhao Zhenbei remembers very clearly that in the next ten years, due to the technology dumping policy implemented by the United States and other computer-developed countries against China, China's independent research and development of computer processors suffered a huge impact, until he suffered an air crash in his previous life.  In 2008, no truly localized processor R&D system was established.

    The most important reason for this is that in history, Intel became the dominant player in processors and formed a monopoly. Zhao Zhenbei will never allow this situation to happen again.

    In terms of processor research and development, AMD has always been slightly weaker than Intel in terms of talent and technology reserves. Even in order to obtain orders from IBM, AMD cooperated with Intel and became Intel's supplier.  It has never relaxed its investment in processor research and development.

    But later, due to Intel's betrayal, AMD lost its order as a supplier, which accounted for most of the company's revenue, and then the company lost most of its profits due to a five-year lawsuit, which ultimately led to no  New funding for processor research projects stalled.

    In five years, AMD has lost more than just the funds it absorbed for development.opportunities, and also lost most of its research talents. After winning the lawsuit, AMD was unable to catch up even if it wanted to.

    Zhao Zhenbei believes that if he can successfully take over AMD this time, with AMD¡¯s technology and talent pool, as long as he invests a lot of R&D funds, and he can point out the correct direction for processor development, he will be one step ahead of Intel.  It is not impossible to develop a Pentium series processor.

    It is now 1987, and it will be nearly six years until Pentium was officially developed in 1993. With AMD¡¯s technology and talent strength, the right direction and sufficient capital investment, we can skip the 6-inch silicon wafer production technology of 486.  , directly enter the 8-inch silicon wafer production line and enter the chipset field to produce Pentium processors. I believe it will be successful in two to three years.

    As soon as he thought of it, he quickly did it. Zhao Zhenbei immediately said it: "By the way, boss! This time when you go to the United States to discuss the acquisition with General Motors, you should also pay attention to the company AMD. I heard that they have been recently  Intel has made a move, and the situation is a bit bad! Don¡¯t we already hold 25% of the shares? Now, in addition to a small number of shares still circulating on the market, the other AMD is in the hands of eight company veterans.  , at this time, we should be able to say that we are the largest shareholder of amd!" (Remember the website address: www.hlnovel.com
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