AMD makes a Chinese EPYC!
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The video discusses a milestone in 5G development where Ericsson and Intel achieved a bi-directional data call in Sweden, showcasing speeds that could eventually reach 5 gigabits per second on LTE infrastructure. It then shifts to a major topic about AMD, detailing how the company collaborated with a Chinese holding company to produce Zen-based EPYC CPUs under the Hygon and HMC structures, driven by licensing of AMD IP to these entities. The narrative explains the geopolitical and regulatory context that led AMD to configure two separate entities to license and produce these chips in China, with AMD retaining majority ownership of HMC and licensing IP to Hygon for design and production. The video also touches on lighter tech news items and rumors, including Microsoft’s Andromeda and various consumer tech leaks, while maintaining its characteristic banter between hosts to keep the segment engaging. Throughout, the hosts connect these tech developments to broader trends like global supply chains, cross-border collaboration, and the pace of hardware innovation. The overall takeaway is that major tech players are navigating complex regulatory environments while continuing to push high-performance hardware into diverse markets, even as some projects face stovepipes or delays. The hosts conclude with a call to stay tuned for more updates and a reminder of upcoming events and rumors that fans may find intriguing. The segment blends hard tech milestones with playful commentary, delivering both factual context and entertainment.
Topics · Technology · Computing · Semiconductors
Questions answered
- What is the basic structure of AMD's Chinese EPYC collaboration discussed in the video?
- AMD formed two entities, HMC and Hygon, in which AMD owns the IP and majority stakes in HMC and licenses the IP to Hygon, which designs the chips and sells them back to HMC for production, enabling EPYC CPUs to be produced in China.
- What 5G milestone is highlighted at the start of the video?
- Ericsson and Intel achieved a bi-directional data call in Sweden, demonstrating 5G related performance and paving the way toward higher speeds on existing LTE infrastructure.