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Forums - Gaming - AMD's console business pays off handsomely and profitably

DamnTastic on 22 January 2014
fatslob-:O said:

AMD is truly in trouble no matter how anyone spins it ...

They were in trouble in 2012. 

AMD is a turn around story and they don't happen over night. Give it some time.

In 2012 they posted a net loss of $1.18 billion or -$1.60 per share.
In 2013 this is a net loss of $83 million or -$0.11 per share.

Still a loss, but if you ask me.. AMD is one of the most impressive turn arounds of 2013.



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TheLastStarFighter on 22 January 2014
drkohler said:
TheLastStarFighter said:
DamnTastic said:

Yet AMD's stock drops 11% after earnings like the last 2 earnings. And every time AMD beated estimate.
Wall street doesn't need logic, they do whatever they want lol.


I was thinking the same thing.  Baffling.

I dunno.. MS and Sony sold >7mio consoles for the year's end. Assuming an average $120 per apu, that is over $850mio, most likely over $900mio. More than half of the revenue came from the consoles, so the rest of AMD really sold piss-poor.... unless they shifted revenue around for the consoles...

You're completely missing the point.  Investors had the price of shares at a given value based on expected profits, profits exceeded those expectations, but the price went down.  Essentially "Oh, they are better than I thought, so I will pay less!!"



Soleron on 22 January 2014
SubiyaCryolite said:
Soleron said:
SubiyaCryolite said:
Soleron said:
SubiyaCryolite said:
 a stable socket platform

Uh, what? There won't be any more CPUs released for the current AMD sockets.


True but AMD supports their sockets for a much longer time and theres much less fragmentation as oppossed to the LGA Gen 1,2,3 etc sockets.

Their non-existent sockets that they don't have any products for?


???

 

AMD I mean. There will be no "AM4" socket.

 



Soleron on 22 January 2014
darkknightkryta said:

...

That's because AMD technically can't make a smaller processor.  They had to make a deal with Global Foundies to survive and unfortunately Global Foundries can't get any yields in the 20 nm range.  Once their deal with Global Foundries ends though, they'll be able to pump out better processors.  Their Jaguar's actually a gold mine for them right now.

The deal with GF never ends afaik.

But even if that wasn't true, I don't see any 20nm processors from TSMC, Samsung or anyone else either.

Meanwhile Intel will have 14nm the middle of this year.



darkknightkryta on 22 January 2014
Soleron said:
darkknightkryta said:

...

That's because AMD technically can't make a smaller processor.  They had to make a deal with Global Foundies to survive and unfortunately Global Foundries can't get any yields in the 20 nm range.  Once their deal with Global Foundries ends though, they'll be able to pump out better processors.  Their Jaguar's actually a gold mine for them right now.

The deal with GF never ends afaik.

But even if that wasn't true, I don't see any 20nm processors from TSMC, Samsung or anyone else either.

Meanwhile Intel will have 14nm the middle of this year.

The deal with GF is actually slowly ending.  I just read up, AMD paid GF up to start using other production facilities.  Though if AMD can integrate their GPU and CPU with a proper backend they won't have to move to a different node.  



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Soleron on 22 January 2014
darkknightkryta said:
...

The deal with GF is actually slowly ending.  I just read up,

Can't find any sources for this.

AMD paid GF up to start using other production facilities.

Actually this was a penalty clause in the contract. A MASSIVE one. The contract is unchanged, they are committed to fab at GF or pay huge fines.

 Though if AMD can integrate their GPU and CPU with a proper backend they won't have to move to a different node.  

You think 28nm tech can compete with 14nm + FinFET? What about when EUV and 450mm come into it?





darkknightkryta on 22 January 2014
Soleron said:
darkknightkryta said:
...

The deal with GF is actually slowly ending.  I just read up,

Can't find any sources for this.

AMD paid GF up to start using other production facilities.

Actually this was a penalty clause in the contract. A MASSIVE one. The contract is unchanged, they are committed to fab at GF or pay huge fines.

 Though if AMD can integrate their GPU and CPU with a proper backend they won't have to move to a different node.  

You think 28nm tech can compete with 14nm + FinFET? What about when EUV and 450mm come into it?



http://www.zdnet.com/amd-amends-globalfoundries-deal-to-pay-320-million-7000008443/

The biggest thing holding back CPUs is more or less graphic calculations and video processing... all of which can be done with GPUs.  Which is why AMD needs to somehow figure out the backend to automagically get those assembly calls sent to the GPU on the die and have it sent back to the CPU.  If they can figure that out no die shrink is going to be able to help Intel cause they can't make a GPU that can compete.  

Edit: That wasn't the link I was looking for give me a sec.

Edit 2: I think it was this link: http://online.wsj.com/news/articles/SB10001424052970203370604577262223185162962.  Though when I clicked on it it wouldn't let me see the full article for some reason, though it mentions manufacturing elsewhere before it fades away.



Mystro-Sama on 22 January 2014

Good for AMD.

Nvidia loves riding the PC john.



Soleron on 22 January 2014
darkknightkryta said:
...

Edit: That wasn't the link I was looking for give me a sec.

Edit 2: I think it was this link: http://online.wsj.com/news/articles/SB10001424052970203370604577262223185162962.  Though when I clicked on it it wouldn't let me see the full article for some reason, though it mentions manufacturing elsewhere before it fades away.

They're still committed to fab a lot of chips at GF. If their CPU sales decline further that puts even more pressure on them to make it up or pay up.

So really they're another $500m+ from being free of GF. AMD itself is only worth $2.6bn.



think-man on 22 January 2014

Looks like they are making more money on each console sold than Sony and MS are.



 

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