AMD Stock Forecast: Protecting Its Graphics Patents Is Important For AMD
The article was written by Motek Moyen Research Seeking Alpha’s #1 Writer on Long Ideas and #2 in Technology – Senior Analyst at I Know First.
AMD Stock Forecast
Summary:- AMD recently filed patent infringement complaints against LG Electronics, MediaTek, and Vizio. AMD claims those three companies are using/licensing GPU designs from ARM Holdings.
- AMD believes ARM Holdings’ Mali mobile GPU architecture designs infringed on three of its graphics-related patents.
- MediaTek licenses ARM Holding’s Mali GPU designs and build mobile processors that are used by phone vendors like LG Electronics.
- Better monetization of its patents could make up for any weakness in x86 GPU/processor sales.
- Forcing MediaTek and other firms to properly license graphics patents could notably speed up AMD’s path to profitability.