All those returned cards could affect earnings, because these are the really high end cards, and Barrons has a report out which says that AMD is taking marketshare in graphics from Nvidia.
TSMC's 20nm process which is flawed.
IEDM's are kings when it comes to low cost products. No one else can compete. Outsourcing their fabs, the costs just gets too high. If Everyone where fabless then the model would work, because everyone would raise prices.
Nvidia has no future. That's because it is a laggard in the mobile space and lost the war with its tegra. Now they are trying cars and making a lot of noise about it. QCOM, Intel, Apple and others are also in cars but are quiet working behind the scenes, and they'll kick Nvidia butt every which way like they did in smartphones and tablets.
Nvidia's discrete graphics is a secular shrinking market.
All in all, get out of this POS. Its headed to the single digits.
AMD and Nvidia have skipped 20nm altogether. No one other than Apple has a volume 20nm product out. So its garbage.
Instead of focusing on 1 thing they are in everything and screwing it all up. Discreet graphics is where this company needs to be focused on.
this stock will tank, and all of you longs on this board will be left crying.
total garbage. Only Apple can afford the less than 50% yields on the process.
Is there any other 20nm product in the market in volume? Helloooooo.... Nenni where are you.
Remember this is just a rumor not based on fact. Just thought I'd give you NVidia fans something
to jerk off on.
Looks like TSMC 20nm is in deep doo doo. Can't manufacture the 810 in large enough quantities for Samsung.
cards which are better than Nvidia's, at most price points, they have messed around with other stuff.
Looks like Nvidia has no option but to merge with AMD.