AMD AND GLF Amend WSA

Page 2 - Seeking answers? Join the AnandTech community: where nearly half-a-million members share solutions and discuss the latest tech.
Status
Not open for further replies.

Abwx

Lifer
Apr 2, 2011
11,831
4,774
136
Everything on the first post comes straight from the audio.

This explain inconsistencies like this :

- AMD was in a take-or-pay contract with a minimum volume of 1.5 billion per quarter, now they switched to a take-or-pay contract with a minimum volume of 1.15 billion

This tell how much one can be ignorant of the financial thing, moreover when AMD s quarterly revenue was much discussed a few hours ago.

To compare their Q3 revenues to theses amount that are obviously the yearly amounts but i guess that the purpose of the OP is not accuracy.
 

positivedoppler

Golden Member
Apr 30, 2012
1,144
236
116
http://www.earningscast.com/AMD/20121206?autoplay=false

Here's the call guys, and below some highlights I made. I'll post come comments in the next post

- AMD needs to find a CFO that can take the analysts.

- There won't be node skipping for AMD, they will go 28nm for now.

- SOI is dead for AMD, they are going bulk for 28nm and future nodes.

- There isn't exclusivity waiver on this new agreement, which means ALL 28nm chips have to be manufactured on GLF.

- Some of the GPU manufacturing will have to go to GLF 28nm

- AMD was in a take-or-pay contract with a minimum volume of 1.5 billion per quarter, now they switched to a take-or-pay contract with a minimum volume of 1.15 billion

- Liquidity IS a problem for AMD, but they think it is manageable. Devider Kumar explicitly mentioned selling IP to make cash.

- The company still refuses to provide any kind of guidance to gross margins or sales.

Where you get that from?
http://seekingalpha.com/article/256...arnings-call-transcript?page=5&p=qanda&l=last
 

positivedoppler

Golden Member
Apr 30, 2012
1,144
236
116
Given their choice of wording, I read it to mean that their next-gen of vcards will be produced at GloFo but they will continue to produce existing products at TSMC until those existing lines are fully phased out of production (same with Brazos and so forth).

So when is AMD supposed to release their next generation of video cards? Next fall?

This is pretty much common knowledge now that the next generation of Pirate cards will be 20 nm on TSMC. They publicly stated early first half of 2015. There are some speculation that it might be announced as early as December of this year. The unknown will be will Nvidia port their Maxwell design to 20nm as well or skipped it for the full year and go straight to 16 nm.
 

mrmt

Diamond Member
Aug 18, 2012
3,974
0
76
This is pretty much common knowledge now that the next generation of Pirate cards will be 20 nm on TSMC. They publicly stated early first half of 2015. There are some speculation that it might be announced as early as December of this year. The unknown will be will Nvidia port their Maxwell design to 20nm as well or skipped it for the full year and go straight to 16 nm.

That's a two years old necro thread, it's just that Seronx couldn't bother to create another thread to discuss his non-findings.
 

Phynaz

Lifer
Mar 13, 2006
10,140
819
126
This explain inconsistencies like this :



This tell how much one can be ignorant of the financial thing, moreover when AMD s quarterly revenue was much discussed a few hours ago.

To compare their Q3 revenues to theses amount that are obviously the yearly amounts but i guess that the purpose of the OP is not accuracy.

This tell us how much one can be ignorant of the date thing. The post you replied to is two years old.

You shouldn't be so fast to jump into ADL mode.
 

Markfw

Moderator Emeritus, Elite Member
May 16, 2002
27,068
16,000
136
LOcking this necro. You could have started a new thread.
 
Status
Not open for further replies.
sale-70-410-exam    | Exam-200-125-pdf    | we-sale-70-410-exam    | hot-sale-70-410-exam    | Latest-exam-700-603-Dumps    | Dumps-98-363-exams-date    | Certs-200-125-date    | Dumps-300-075-exams-date    | hot-sale-book-C8010-726-book    | Hot-Sale-200-310-Exam    | Exam-Description-200-310-dumps?    | hot-sale-book-200-125-book    | Latest-Updated-300-209-Exam    | Dumps-210-260-exams-date    | Download-200-125-Exam-PDF    | Exam-Description-300-101-dumps    | Certs-300-101-date    | Hot-Sale-300-075-Exam    | Latest-exam-200-125-Dumps    | Exam-Description-200-125-dumps    | Latest-Updated-300-075-Exam    | hot-sale-book-210-260-book    | Dumps-200-901-exams-date    | Certs-200-901-date    | Latest-exam-1Z0-062-Dumps    | Hot-Sale-1Z0-062-Exam    | Certs-CSSLP-date    | 100%-Pass-70-383-Exams    | Latest-JN0-360-real-exam-questions    | 100%-Pass-4A0-100-Real-Exam-Questions    | Dumps-300-135-exams-date    | Passed-200-105-Tech-Exams    | Latest-Updated-200-310-Exam    | Download-300-070-Exam-PDF    | Hot-Sale-JN0-360-Exam    | 100%-Pass-JN0-360-Exams    | 100%-Pass-JN0-360-Real-Exam-Questions    | Dumps-JN0-360-exams-date    | Exam-Description-1Z0-876-dumps    | Latest-exam-1Z0-876-Dumps    | Dumps-HPE0-Y53-exams-date    | 2017-Latest-HPE0-Y53-Exam    | 100%-Pass-HPE0-Y53-Real-Exam-Questions    | Pass-4A0-100-Exam    | Latest-4A0-100-Questions    | Dumps-98-365-exams-date    | 2017-Latest-98-365-Exam    | 100%-Pass-VCS-254-Exams    | 2017-Latest-VCS-273-Exam    | Dumps-200-355-exams-date    | 2017-Latest-300-320-Exam    | Pass-300-101-Exam    | 100%-Pass-300-115-Exams    |
http://www.portvapes.co.uk/    | http://www.portvapes.co.uk/    |