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[News] AMD and Intel Collaborate to Strengthen x86 System Against Arm’s Challenge


2024-10-16 Semiconductors editor

On October 15th, Intel and AMD announced the formation of an x86 Ecosystem Advisory Group. According to the press release, these two tech giants established this group to enhance architectural interoperability and simplify software development for the x86 system.

Other members of this x86 Ecosystem Advisory group include industry leaders from Broadcom, Dell, Google, Hewlett Packard Enterprise, HP Inc., Lenovo, Meta, Microsoft, Oracle, and Red Hat.

The press release stated that for over forty years, x86 has served as the foundation of modern computing, establishing itself as the preferred architecture in data centers and PCs worldwide.

According to a report from Forbes, x86 has long been the dominant architecture in both datacenters and PCs, while Arm has a strong presence in smartphones and IoT. However, Arm has recently started to encroach on x86’s territory, as seen in its increasing adoption within hyperscale datacenters and its emerging role in Microsoft’s Copilot+ PC initiative.

A report from Reuters stated that Intel and AMD have formed this group in response to the challenges posed by the rise of Arm Holdings, which is increasingly adopted by tech giants including Apple, Qualcomm, Amazon, Microsoft, and Alphabet.

According to the report from Reuters, one of the main reason behind Arm’s success is that Arm has indicated in its contracts that all Arm chips should be able to run all Arm software, regardless of who made the chip.

The report noted that, in contrast, while Intel and AMD use the same foundational x86 technology in their chips, software may require adjustments to function properly across their products.

To address this issue, one of the main objectives of the x86 Ecosystem Advisory Group is to identify “new ways to expand the x86 ecosystem by enabling compatibility across platforms,” as stated in the press release.

Intel and AMD have a rich history of both competition and collaboration within the industry, which makes this partnership quite interesting. In the past decade, Intel’s dominance in the laptop processors has gradually declined. In some sectors, AMD even caught up and overtook Intel’s throne.

Amid Intel’s efforts for restructuring, previous rumors even indicate that AMD could be a potential buyer of Intel’s Field Programmable Gate Array (FPGA) unit Altera.

On the other hand, the two companies’  joint efforts have played a crucial role in developing key technologies such as PCI, PCIe, and the Advanced Configuration and Power Interface (ACPI).

Additionally, both companies have been crucial in the development of USB, an essential connectivity standard for all computers, regardless of the processor.

This advisory group aims to elevate their collaborative efforts further, benefiting the entire computing ecosystem and serving as a catalyst for product innovation.

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(Photo credit: Intel)

Please note that this article cites information from Intel, Forbes, and Reuters.

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