引用:
原帖由 Puff 於 2013-10-17 22:56 發表
等睇 amd 會唔會 break even
原帖由 Puff 於 2013-10-17 22:56 發表
等睇 amd 會唔會 break even
原帖由 qcmadness 於 2013-10-17 23:00 發表
一定會, 但會係假象
原帖由 Puff 於 2013-10-17 23:32 發表
好過無，最好 keep 到。因為 '14 睇落更加 tough. 尤其係 20nm 猴年馬月都未見到
唔知大貓聖誕/CES 有無望
原帖由 qcmadness 於 2013-10-17 23:34 發表
...
其實係賣新加坡site office, 所以一定唔會見紅
但係係假象
原帖由 Puff 於 2013-10-17 23:35 發表
賣 premises 唔入 net profit/income statement 呀化？直入 cash equivalent 條數架嘛，之前賣 lone star 筆錢都係。
定係 US 既 accounting principle 唔同 D？
原帖由 qcmadness 於 2013-10-17 23:37 發表
入profit條數度
原帖由 Puff 於 2013-10-18 00:07 發表
原來你講賣新加坡有 $16 mil 呢筆數...
eh, 樂觀 d 睇 $16 mil 姐。如果佢今個 quarter $16+ mil net profit 同埋佢 keep 到下個 quarter above break-even 咪得。
Q4 仲要係傳統旺季，雖然唔知 AMD 賣得 d 乜。kabini ...
原帖由 qcmadness 於 2013-10-18 00:31 發表
唔只$16M
原帖由 cheungmanhoi 於 2013-10-18 09:39 發表
連星加波都賣
amd真係仲危過前幾年
ap入面科研集中地 唔通連ap都想放棄?
原帖由 Puff 於 2013-10-18 10:03 發表
Selling real estate -> lower tax, more cash
$48 mil net profit, quite nice, but the main driver is semi custom...
原帖由 cheungmanhoi 於 2013-10-18 10:35 發表
semi custom
means
xbox one? ps4?
原帖由 Puff 於 2013/10/18 11:05 發表
Yes. Wonder how AMD can face intel's upcoming 14nm thingy
Gross margin was 36 percent in Q3 2013.
Gross margin decreased sequentially. Q3 2013 gross margin included a $19 million benefit, approximately 1 percentage point, from the sale of inventory that had been previously reserved in Q3 2012 as compared to a similar $11 million benefit, approximately 1 percentage point, in Q2 2013.
Cash, cash equivalents and marketable securities balance, including long-term marketable securities, was $1.2 billion at the end of the quarter, slightly above our targeted optimal level of $1.1 billion.
Computing Solutions segment revenue decreased 6 percent sequentially and decreased 15 percent year-over-year. The sequential and year-over-year declines were due to decreased notebook and chipset unit shipments, partially offset by an increase in desktop unit shipments.
Operating income was $22 million, compared with operating income of $2 million in Q2 2013 and an operating loss of $114 million in Q3 2012. The Q3 2012 operating loss included an inventory write-down of approximately $100 million primarily consisting of first generation A-Series accelerated processing units (APUs).
Microprocessor Average Selling Price (ASP) was flat sequentially and decreased year-over-year.
Graphics and Visual Solutions (GVS) is comprised of graphics processing units (GPUs), including professional graphics, as well as semi-custom products and development and game console royalties.
GVS segment revenue increased 110 percent sequentially and increased 96 percent year-over-year driven largely by our semi-custom business. GPU revenue declined sequentially and year-over-year. In the third quarter customers began transitioning to our new products late in the quarter.
Operating income was $79 million compared with breakeven in Q2 2013 and $18 million in Q3 2012.
GPU ASP decreased sequentially and year-over-year.
原帖由 dom 於 2013-10-18 11:08 發表
with GF still suck + stuck with 28nm
TSMC having a hard time to fullfill order (as Apple booked a large section...)
原帖由 Puff 於 2013-10-18 13:00 發表
I heard that GF internal mgmt sucks. hope that they can deliver 20nm and 14xm on schedule...
although they have slipped and reshuffled twice already.
原帖由 cheungmanhoi 於 2013-10-18 15:22 發表
其實原定20係幾時出?
28nm 好似都用左有一段時間?
原帖由 Puff 於 2013-10-18 15:35 發表
最初 (岩岩 spin-off) 係今年有 22nm SOI，過多兩個季度就 20nm G。後黎大改，變左今年 H1 20nm LPM risk prod.，2014 年 20nm SHP。
但係家下 20nm SHP 瓜左，20nm LPM 就一打二，H2 先 risk production 。ready。14xm 下年 ...
原帖由 cheungmanhoi 於 2013-10-18 16:31 發表
咁即係gf 28nm 仲未得
tsmc 上年就話唔夠產能者
今年都好哂喇...
咁gf賣緊咩?
32nm果d cpu apu?
原帖由 Puff 於 2013-10-18 15:35 發表
最初 (岩岩 spin-off) 係今年有 22nm SOI，過多兩個季度就 20nm G。後黎大改，變左今年 H1 20nm LPM risk prod.，2014 年 20nm SHP。
但係家下 20nm SHP 瓜左，20nm LPM 就一打二，H2 先 risk production 。ready。14xm 下年 ...
原帖由 qcmadness 於 2013-10-18 18:01 發表
Qualcomm chips by GF 28nm
原帖由 Puff 於 2013/10/18 13:00 發表
I heard that GF internal mgmt sucks. hope that they can deliver 20nm and 14xm on schedule...
although they have slipped and reshuffled twice already.
原帖由 Puff 於 2013-10-18 19:01 發表
any launched products?
原帖由 dom 於 2013-10-18 19:35 發表
GF is dragging AMD to death !
原帖由 qcmadness 於 2013-10-18 19:42 發表
40/45nm products
原帖由 qcmadness 於 2013-10-18 19:44 發表
GF's influence to AMD will continue to decline
Hi Hans, thanks for your question. And relative to where we are in terms of process technology node transitions, we are typically at the leading edge across the technology nodes. We are fully top to bottom in 28 nanometer now across all of our products, and we are transitioning to both 20 nanometer and to FinFETs over the next couple of quarters in terms of designs. So we will continue to do that across our foundry partners.
We are on track to meet the commitment for the 2013 WSA and on the 2014, if that’s what you are referring, we are in discussions to figure out the pricing and wafer of volumes for 2014 and I expect those to close within the 30 or 60 days.
原帖由 Puff 於 2013-10-18 20:51 發表
but you said 28nm
原帖由 qcmadness 於 2013-10-19 01:07 發表
Intel: CPU / Chipset business: +5% Seq., net margin up
AMD: CPU / APU / Chipset business: -6% Seq., net margin up
Both Intel and AMD are migrating to new CPU / APUs with lower cost of sales.
AMD計, ...
原帖由 qcmadness 於 2013-10-19 01:31 發表
睇埋NVIDIA就知PC market俾Microsoft玩到咩樣
Revenue for the third quarter of fiscal 2014 was $1,054.0 million, up 7.9 percent sequentially and down 12.5 percent year over year. Our outlook was $1,030 million to $1,070 million.
The GPU business had revenue of $876.8 million, up 2.1 percent sequentially and down 1.9 percent year over year.
The sequential increase reflects record revenue in the current quarter for Quadro® and Tesla® GPUs for workstations and servers, a slight increase in GeForce® GPU revenue for desktops, offset by lower unit shipments of GeForce GPUs for notebooks. The year-over-year decrease reflects lower GPU revenue for desktops and notebooks, offset by record revenue in the current quarter for Quadro and Tesla GPUs. Within our GeForce GPU revenue, we continue to see strong demand for desktop and notebook gaming platforms while entry notebook GPUs continue to show unit decline.
The Tegra® Processor business had revenue of $111.2 million, up 111.4 percent sequentially and down 54.4 percent year over year. The sequential increase is largely related to Tegra 4, our new generation SOC processor, which began volume shipments this quarter in support of our customers’ new smartphones and tablets. We also began volume shipments of SHIELD™, our new NVIDIA-branded gaming and entertainment portable.
Revenue associated with the sale of embedded and automotive products was up, with revenue related to game consoles held relatively flat. The year-over-year decrease is largely related to lower volume shipments of Tegra 4 as compared to Tegra 3 in the prior year. It also reflects lower revenue associated with the sale of embedded products and game consoles, offset by increased revenue from automotive products.
License revenue from our patent license agreement with Intel was $66.0 million, unchanged from the previous and year-earlier quarters.
原帖由 qcmadness 於 2013-11-8 21:09 發表
http://phx.corporate-ir.net/phoe ... 4091&highlight=
NVIDIA 2014 Q3 report
NVIDIA in a better shape than AMD in GPU department before Hawaii launch (seq. incr ...
原帖由 Puff 於 2013/10/18 15:35 發表
最初 (岩岩 spin-off) 係今年有 22nm SOI，過多兩個季度就 20nm G。後黎大改，變左今年 H1 20nm LPM risk prod.，2014 年 20nm SHP。
但係家下 20nm SHP 瓜左，20nm LPM 就一打二，H2 先 risk production 。ready。14xm 下年 ...
原帖由 qcmadness 於 2013/11/8 21:09 發表
http://phx.corporate-ir.net/phoenix.zhtml?c=116466&p=irol-newsArticle&ID=1874091&highlight=
NVIDIA 2014 Q3 report
NVIDIA in a better shape than AMD in GPU department before Hawaii launch (seq. incr ...
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