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No, AMD Is Not Buying Intel

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AMDがインテルを買収するというTechSpotの偽情報は、4月1日のジョークとして広まった。Gadget Reviewは、この情報が「説得力がある」と感じる理由としては、AMD株価が約196ドルで推移し、インテル株価が約41ドルにとどまっていることや、「弱者」であるAMDが「巨人」であるインテルを食いちぎるという詩的な正義感によるものだと指摘した。両社の関係は半世紀以上にわたって変化し、アドレナリン逆轉換(AMD)は1975年にインテルの8080プロセッサを解体して模倣したことが始まりとされている。その後、彼らは互いに競合、パートナー、そして最後には激しいライバル関係となった。2005年にはインテルに対する独占禁止法違反訴訟が起こされ、最終的に2009年に12億5千万ドルで和解した。この和解金は Ryzen プロセッサの革命を後押しし、現在ではAMDはインテルの市場シェアを奪っている。
TipRanksによると、両社の株価が水曜日に上昇したが、これは偽情報に関連しているとは限らない。Wells Fargoによるポジティブなアナリスト評価が_AMD株価の上昇要因_である可能性がある一方で、インテルはアポロ・グローバル管理との共同事業での49%の株式を買戻す計画も発表している。
"The April 1st timing should have been your first clue," writes Gadget Review. TechSpot's false story was just an April Fool's prank — although Gadget Review thinks it's still funny how "something about this particular piece of satire felt uncomfortably plausible." Maybe it's because AMD stock sits around $196 while Intel hovers near $41, or perhaps it's the poetic justice of the underdog finally eating the giant. The semiconductor world has witnessed stranger reversals, but none quite this dramatic. Your gaming rig's CPU battle represents decades of corporate warfare, legal grudges, and technological leapfrogging that makes Game of Thrones look like a friendly board game. Picture this: In 1975, AMD reverse-engineered Intel's 8080 processor, creating the Am9080 clone. The audacity was breathtaking — AMD spent 50 cents per chip to manufacture something they sold for $700. That's a 1,400% markup on borrowed technology, making today's GPU prices look reasonable. This relationship evolved from copying to partnership to bitter rivalry. The companies signed second-sourcing deals in the late 1970s, with AMD becoming Intel's official backup supplier. Then came the lawsuits. AMD sued Intel for antitrust violations in 2005, eventually settling for $1.25 billion in 2009. That settlement money helped fund the Ryzen revolution that's currently eating Intel's lunch. The historical irony runs deeper than your typical tech rivalry. AMD literally started as Intel's shadow, creating chips by studying Intel's designs under microscopes. Today, Intel engineers probably study AMD's Zen architecture the same way... This April Fool's joke works because it captures something true about power shifts in technology. The site TipRanks notes that both companies saw their stock price rise Wednesday, though that might not be related to the false article. "Positive analyst coverage from Wells Fargo could be acting as a catalyst for AMD stock today. Intel also announced plans to buy back its 49% equity interest in a joint venture with Apollo Global Management APO."

Read more of this story at Slashdot.

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