Intel needs NVIDIA patent to fight AMD

A few days ago there were rumors that the long-running chipset patent licensing issues between Intel and NVIDIA are expected to reach a final settlement, with NVIDIA getting financial compensation and Intel getting a patent license. Analysts believe that this kind of reconciliation is getting closer, and the two parties may also sign a new cross-licensing agreement.

Uche Orji, an analyst at UBS Securities, said in a blog post: "Given the current regulatory background, we believe that Intel will try its best to avoid public supervision and trials, so as not to obtain NVIDIA's patents for graphics and parallel computing technology. Reconciliation is very likely."

Uche Orji also pointed out that Intel urgently needs NVIDIA's patented technology to compete in the field of graphics and parallel processing with its old rival, AMD.

However, his rating on NVIDIA stocks is still "sell."

NVIDIA believes that according to the cross-licensing agreement signed in 2004, it has the right to develop and sell chipset products that are compatible with Intel Core ix series processors, but Intel claims that Core ix processors integrate memory controllers, which is not regulated by the license agreement. Within range. Coupled with AMD's strong promotion of the 3A integrated system on its own platform, NVIDIA was eventually completely squeezed out of the chipset market. Huang Renxun also acknowledged that it will no longer manufacture chipsets.