AMD and GloFo change WSA terms

[Coaxialgamer]

43 minutes ago, Curufinwe_wins said:

You don't get it though.... it was already secured.... now AMD also has to down pay 335M dollars and face a new swath of potential penalties (although the severity of which is unknown).

 

This isn't bad in a vacuum, but it's terrible compared to the status quo.

isn't this just them updaating the WSA contract terms ? Like reinstating it ? They're not adding anything ?

[Curufinwe_wins]

2 hours ago, Coaxialgamer said:

isn't this just them updaating the WSA contract terms ? Like reinstating it ? They're not adding anything ?

No. They explicitly expect to take a 335M hit in Q3 finances as a result of it. And additional payment criteria as well.

[Energycore]

5 minutes ago, Curufinwe_wins said:

No. They explicitly expect to take a 335M hit in Q3 finances as a result of it. And additional payment criteria as well.

And the prize question is: Why?

[Doobeedoo]

Well that's something, interesting. Let's see how their new products deliver now.

[Curufinwe_wins]

1 hour ago, Energycore said:

And the prize question is: Why?

Well the fact that AMD didn't get glofo to take responsibility for 14nm wafer shortages and the absolutely record low value of wafers AMD bought Q2 (less than half of Q1), means that it is quite likely the Polaris shortages in the US are patently AMDs fault for God knows what reason.

 

For the record I had been defending AMD for months about the issue because why the fuck wouldn't they keep trying to buy more if they were never available in arguably the biggest market in the world. This just doesn't make sense AMD.

[Energycore]

1 minute ago, Curufinwe_wins said:

Well the fact that AMD didn't get glofo to take responsibility for 14nm wafer shortages and the absolutely record low value of wafers AMD bought Q2 (less than half of Q1), means that it is quite likely the Polaris shortages in the US are patently AMDs fault for God knows what reason.

 

For the record I had been defending AMD for months about the issue because why the fuck wouldn't they keep trying to buy more if they were never available in arguably the biggest market in the world. This just doesn't make sense AMD.

And the contract makes it very expensive for AMD to outsource fabs, yes?

 

This just seems like a case of AMD getting played with by their owners / GloFo

[Curufinwe_wins]

Just now, Energycore said:

And the contract makes it very expensive for AMD to outsource fabs, yes?

 

This just seems like a case of AMD getting played with by their owners / GloFo

Well we don't know how expensive, but clearly it's going to be non-trivial.  It does seem like a conjob for a planned failure or something.

[patrickjp93]

7 hours ago, Notional said:

I doubt that, as FinFets are very different from planar. 20nm would have worked fine too, if it had FinFets instead of planar. After all, the reason why Intel could get their 22nm to work, was because of FinFet (Trigate). At the end though, it's pure speculation where Intel/GloFo/Samsung will be in a year or two.

 

As for the topic at hand, I still see this is a good deal, so idk why it's being portrayed as something bad.

It's right in the published numbers for the foundries. Very little density improvement, but plenty of power and switching speed improvement. It was exactly a repeat of Intel's 22nm.

 

Not really. They have tons of white papers out. Predicting where they'll be is child's play.

 

It's more expensive than it should be. AMD should have negotiated the ability to buy by the chip instead of by the water. That is how both Apple and Nvidia have their supply agreements set up with TSMC.

 

4 hours ago, Energycore said:

And the prize question is: Why?

GloFo has the leverage.

[Dabombinable]

12 hours ago, patrickjp93 said:

And this is why buying ATI, not merging with Nvidia, and selling its foundries were all BAD things!

If they had merged with Nvidia, they might have been able to keep some of the foundries.....

[patrickjp93]

10 minutes ago, Dabombinable said:

If they had merged with Nvidia, they might have been able to keep some of the foundries.....

Probably all of them, and then Mudabala wouldn't be choking both sides of the business trying to keep it all afloat.

[Energycore]

5 minutes ago, patrickjp93 said:

Probably all of them, and then Mudabala wouldn't be choking both sides of the business trying to keep it all afloat.

What do you propose?

[patrickjp93]

11 minutes ago, Energycore said:

What do you propose?

Going back in time and getting Ruiz to resign before he ruined the entire company.

[Deletist_Jerk]

12 hours ago, patrickjp93 said:

And this is why buying ATI, not merging with Nvidia, and selling its foundries were all BAD things!

Jen Huang wanted to be the CEO of the combined company...in an acquisition not a merger.

 

So yeah that was never going to happen. People should let it go already. 

 

 

 

[Curufinwe_wins]

2 hours ago, Deletist_Jerk said:

Jen Huang wanted to be the CEO of the combined company...in an acquisition not a merger.

 

So yeah that was never going to happen. People should let it go already. 

 

 

 

In fairness I'm sure the people at AMD could have ruined Nvidia just as easily as they ruined ATI.

[Dabombinable]

12 minutes ago, Curufinwe_wins said:

In fairness I'm sure the people at AMD could have ruined Nvidia just as easily as they ruined ATI.

Not if Nvidia were in charge.....which is what AMD wouldn't have wanted.

[patrickjp93]

2 hours ago, Deletist_Jerk said:

Jen Huang wanted to be the CEO of the combined company...in an acquisition not a merger.

 

So yeah that was never going to happen. People should let it go already. 

 

 

 

Ruiz brought forward the possibility and went to Nvidia first. He should have taken the deal. His incompetence is proof of that.

 

8 minutes ago, Dabombinable said:

Not if Nvidia were in charge.....which is what AMD wouldn't have wanted.

Which is an immature way to go about things. It's not about what the company leaders want. It's about what is best for the company and the shareholders. Businessmen in publicly traded companies who don't understand that only cause problems.

[Dabombinable]

Just now, patrickjp93 said:

Ruiz brought forward the possibility and went to Nvidia first. He should have taken the deal. His incompetence is proof of that.

 

Which is an immature way to go about things. It's not about what the company leaders want. It's about what is best for the company and the shareholders. Businessmen in publicly traded companies who don't understand that only cause problems.

TBH, I've never seen AMD as a mature company, not with some of the whining its higher ups have done.