The Inquirer has heard that Samsung may be eying AMD (AMD). As the second largest manufacturer of semiconductors in the world picking up the No.2 x86 company might make sense.
Samsung has a larger footprint than AMD. It provides solutions that run in mobile devices, PCs, consumer electronics, and industrial applications. But, Samsung does not provide core chips for PCs and servers as AMD does, so there might be very little overlap in product.
Samsung’s semiconductor business is currently about 25% of it overall operations. It is likely that it could take a large amount of the marketing, SG&A, and R&D costs out of AMD. And, AMD could use a savior.
Douglas A. McIntyre can be reached at [email protected].
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