Armsdealer
Member
Things that will affect your numbers.
AMD has the WSA agreement where they pay a substantial fee irrespective of if they produce anything or not.
AFAIK, both Gloflo and Samsung are not awash in customers, so I would expect both lower prices and much greater available capacity.
In my opinion, AMD has the ability to accept much lower margins than competitors, partly due to the lower overhead costs through the downsizing they experienced and also, the much lower share price. ANY profit will dramatically improve the share price.
Anybody expecting AMD to return to full health in one step is fantasizing.
First goal. Return to a sustainable profitable position and then you can talk improving margins.
Exactly this. AMD's share price has been down over 95% over the last decade and at least a month ago was pricing in a significant chance of outright bankruptcy.
AMD isn't trying to make money right now. They don't have that luxury. They are trying to not lose money, which is an improvement from where they were. Selling a ton of cards at COST (including development cost) is an improvement for them and that likelihood alone is enough for the stock to go bonkers.
Over the long haul, I think nvidia will accept that AMD isn't leaving the gpu space and will have to coexist with duopoly pricing.