Puff

等睇 amd 會唔會 break even

Puff

引用:

原帖由 qcmadness 於 2013-10-17 23:00 發表

一定會, 但會係假象

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


[ 本帖最後由 Puff 於 2013-10-17 23:34 編輯 ]

Puff

引用:

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

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？



[ 本帖最後由 Puff 於 2013-10-17 23:36 編輯 ]

Puff

引用:

原帖由 qcmadness 於 2013-10-17 23:37 發表

入profit條數度

唔見 13Q1 income statement 有 lone star campus 筆現金，~$50 mil 既 related expense 就有一筆。
如果係 charge 即係蝕住賣 (對比幢 premise 既 cost value)。


[ 本帖最後由 Puff 於 2013-10-18 00:07 編輯 ]

Puff

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? radeon? ps4? xb1?



[ 本帖最後由 Puff 於 2013-10-18 00:13 編輯 ]

Puff

引用:

原帖由 qcmadness 於 2013-10-18 00:31 發表

唔只$16M

佢賣不動產 ~$46 mil 現金 (in USD)，有 $16 mil gain，即係幢樓值 ~$30 mil on cost
根據我既雞屎會計學，你只會 record $16 mil gain 入 profit&loss a/c，呢筆會影響 net profit
但筆現銀入 cash/bank a/c。如果唔係我都唔知點 settle 到筆帳



[ 本帖最後由 Puff 於 2013-10-18 00:43 編輯 ]

Puff

引用:

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?

Selling real estate -> lower tax, more cash


$48 mil net profit, quite nice, but the main driver is semi custom...

[ 本帖最後由 Puff 於 2013-10-18 10:06 編輯 ]

Puff

引用:

原帖由 cheungmanhoi 於 2013-10-18 10:35 發表

semi custom
means

xbox one? ps4?

Yes. Wonder how AMD can face intel's upcoming 14nm thingy

Puff

引用:

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...)

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.



[ 本帖最後由 Puff 於 2013-10-18 13:04 編輯 ]

Puff

引用:

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?

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 下年年中 risk production。
通常 risk production ready + 10~15 個月就會有新品上市... 當然多廠爭產能 ramp-up 就會比預期慢。

印象中 TSMC 快 GF 兩個季度。



GF 28nm 呢，ramp-up 係極其糟糕。目前大量上市既應該得 rockchip.
原本最初既 GF28 產品應該係叫 Wichita/Krishna，同埋一堆 SI GPU，仲有某 console apu。不過要取消既取消左，要改既都改左，要轉去 TSMC 都轉晒。
所以 AMD 第一款 GF28 既產品係 Kaveri，今年年尾。



[ 本帖最後由 Puff 於 2013-10-18 15:42 編輯 ]

Puff

引用:

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?

係，仲有新加坡 Fab 7 果堆。

Puff

引用:

原帖由 qcmadness 於 2013-10-18 18:01 發表

Qualcomm chips by GF 28nm

any launched products?

Puff

引用:

原帖由 qcmadness 於 2013-10-18 19:42 發表

40/45nm products

but you said 28nm

Puff

引用:

原帖由 qcmadness 於 2013-10-18 19:44 發表

GF's influence to AMD will continue to decline

if the bleeding edge GF continue to get better, or AMD to become TSMC only.

I guess AMD will swap GPU/high volume stuff to GF, and leave/migrate high margin stuff to the safer TSMC (atm).
TSMC doesn't shape good anyway, given the state of the its senior management...


note: amd seems working on both 14xm and 16ff. this doesn't mean there must have real products anyway.


[ 本帖最後由 Puff 於 2013-10-18 21:22 編輯 ]

Puff

引用:

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.

lol 居然有講，不過咁睇唔係 Q4 就 15Q1...

引用:

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.

WSA 繼續有


[ 本帖最後由 Puff 於 2013-10-18 22:08 編輯 ]