He loses a hundred times a day and each time has to replace the ruined losing personality with a new one. A new losing personality.
And he never notices the consistency.
Apple investors lost $18 billion in market cap in 6.5 hours today. AMD would lose that in half an hour and be dead.
AMD won't be anywhere very long. You are really excited about things that generate hundreds of thousands of dollars in sales. AMD needs billions. It needs to generate $500 million in net profit each year over the next four years to cover its existing bills, let alone the billions it will have to borrow to make the company capable of making even $1 in profit.
AMD doesn't have any way to get those billions in cash. Certainly not from its current unprofitable products. Certainly not from anyone who's read its books or examined its history or observed its current board and C-suite in action.
AMD is being drained of assets by its "partner," Mubadala/Globalfoundries. They're only too happy to charge AMD premium prices, a lot of the time for unmade product, and one day they will leave AMD's dessicated husk in the desert and move on to make chips for all their other customers.
Fitch and S&P can't ignore the significant changes in AMD's financial position. Downgrades must be coming.
You are correct. HBM1 was a waste of time. AMD tried to retail a prototype.
Don't buy AMD if you haven't read this and understood it. Then don't buy it.
If he has multiple personalities, each successive one is more stupid and repetitive than the last.
Neither needed HBM1. They could have made HBM2 without selling one HBM1 part. They could have saved all the development costs wasted on HBM1. Now they'll have to write it off. And it is a ton of money, because AMD was rushing into HBM in desperation and was clearly not being diligent.
nVidia and Hynix are also partners. Hynix was showing off its HBM2 wafers at nVidia events. Hynix is not going to throttle nVidia's supply. As much as you idiots shout about the imaginary x86 monopoly, Hynix has a real HBM monopoly. They and AMD would be thrown in jail if they constrained nVidia.
nVidia and AMD can offer Hynix money, and Hynix will deliver to the one that pays more. But that's only if they need the chips at the same time. nVidia is way ahead of AMD. AMD may not even survive to use HBM2. And if they do, AMD doesn't have nVidia money. It will lose every auction.
Game-over for AMD.
Oh dear. An old thorazine addict and a failed client-account churner don't like the facts I post. Such a burden.
Shut up, Luskin. Your posts are all going to be removed when Yahoo gets around to dealing with the death threats you made.
You are the moron.
HBM already simplifies board design and reduces parts count on the board, which makes up for its increased intrinsic cost.
But AMD is unable to make it work reliably. And got stuck behind the density wall.
AMD made a huge mistake going for HBM1 instead of doing the math and aiming for HBM2. It really could have got there first just by asking Hynix to accelerate development. Instead it wasted its time and Hynix' with HBM1 because it wanted time-to-money, not a competitive product.
AMD isn't AMD unless it's making the sort of mistakes B-school freshmen are taught not to make.
I told you already weeks ago, Luskin.
AMD made a huge mistake going for HBM1. It didn't do the job. nVidia went ahead of AMD for HBM2. HBM2 is going to actually produce improvements. But AMD won't be able to keep up. Its graphics cores are simply slower and dumber. And it's way behind on HBM2. And it's unable to even make HBM1 work on a significant portion of the chips it's already trying to manufacture.
You're pumping a loser, loser.
This thread contains the truth. The other threads were started by a trolling dope.
Shut up, you dumb liar.
AMD has no priority for product from Hynix. nVidia will get all the product it needs. AMD will have to wait in line, because nVidia will be shipping HBM2 product long before AMD is.
And, with AMD unable to compete with nVidia even though AMD has HBM1 and nVidia is still using off-chip RAM, when they're both using the same memory technology nVidia's products will be significantly faster. nVidia has the superior graphics technology. Period.
And, AMD is having severe trouble getting usable yield of HBM1 products. There is little chance it will not repeat the failure with HBM2 products.