AMD might have trouble sourcing HBM2 for its next-gen video cards

[FoxEye]

Proof? So 2016 is AMD's last year or they gone? Lol

1 They can't afford to lose any more market share.
2 They can't afford to keep losing $400 million a year with debts of $2 billion and $800 million in cash.
3 They won't turn things around with their current line up.

How exactly is 2016 not a make-or-break year for them? Just about everybody is saying this, for good reason.

Put it this way: if AMD's 2016 products aren't competitive, how long do /you/ think they can survive?

 

[jupiter_man]

I would expect AMD do very well on this 16nm gen card, would be shocked if AMD lose this battle, they will be doomed. We all will need to pay premium for the Nvidia cards...

 

[shankly1985]

1 They can't afford to lose any more market share.
2 They can't afford to keep losing $400 million a year with debts of $2 billion and $800 million in cash.
3 They won't turn things around with their current line up.

How exactly is 2016 not a make-or-break year for them? Just about everybody is saying this, for good reason.

Put it this way: if AMD's 2016 products aren't competitive, how long do /you/ think they can survive?

That's not proof though is it. Thats just you posting what you think will happen..

AMD have been going bust for years each year they seem to be closing down LOL next year you be saying 2017 is there last year LOL

 

[BubbySoup]

Personally I can't wait for AMD to crash and burn, thus ushering in an age of nVidia only discrete GPU's where I can pay double what I am now and have progress slow to a crawl.

It's going to be great

 

[bru]

If HBM2 is in limited supply then also expect Nvidia to have problems getting it

Exactly this, I can see both sides having trouble getting supply. Which of course only means stock trickling in and prices being kept high, both of which are bad for us.

That's not proof though is it. Thats just you posting what you think will happen..

AMD have been going bust for years each year they seem to be closing down LOL next year you be saying 2017 is there last year LOL

This is very true, they have been on the way down for a while and people (myself included) have speculated about their demise for many years. It hasn't happened yet and hopefully they will pull themselves up out of the pit and bring back the much needed competition. (with Intel and NVidia)

 

[fs123]

That's not proof though is it. Thats just you posting what you think will happen..

AMD have been going bust for years each year they seem to be closing down LOL next year you be saying 2017 is there last year LOL

AMD only has to be competitive in the low to mid segments to keep going along with console chips. The high end is not going to dramatically increase their market share or profits. The current lineup is pretty competitive albeit flooded with too many card variants. Hopefully the next gen will be even better.

The critical sector is cpu's where Zen is important. If AMD can catch up with Intel here then we should see them recover.

 

[D.P.]

"And beyond" is the accurate part.

But it's interesting.. Why are AMD struggling to source it if nVidia aren't? I thought it all came from the same few places (samsung and hynix?)

Plenty of reasons. Maybe AMD tried to secure it from Hynix who developed HBM and Nvidia sourced from samsung and secured all of of samsungs production. If Hynix then developed a manufacturing problem for HbM2 then they could be in trouble.

Alternatively nvidia simply put in a big order, laid down the cash, and will reap the benefits.

 

[mmj_uk]

AMD have been going bust for years each year they seem to be closing down LOL next year you be saying 2017 is there last year LOL

...and during that time they've gone from being a huge player to being a bit part player that can barely get their latest products onto shelves, there's a limit to how far a company can decline before it's winding up time and AMD are pretty close to it now.

 

[FoxEye]

That's not proof though is it. Thats just you posting what you think will happen..

AMD have been going bust for years each year they seem to be closing down LOL next year you be saying 2017 is there last year LOL

But if they don't release competitive products in 2016, what do you think will happen?

They don't have the cash to sustain themselves if they continue to make losses on the scale of the losses they made this year.

2016 is make or break. Imagine they didn't put out any new products in 2016. What then? No Zen, no 400 series GPUs. Just what they have now. How do you think they'd fare in terms of market share and profitability?

 

[Silent_Scone]

They're worth as much today as ATI were when AMD acquired them.

 

[Avenged7Fold]

I think more likely than any of these guesses as to why AMD wont secure HMB2 is that the article is a pile of crud and the attention it has gotten from this thread alone is far more than it ever deserved.

Authors who create click bait should be named and shamed in their own community!

 

[TheRealDeal]

AMD only has to be competitive in the low to mid segments to keep going along with console chips. The high end is not going to dramatically increase their market share or profits. The current lineup is pretty competitive albeit flooded with too many card variants. Hopefully the next gen will be even better.

The critical sector is cpu's where Zen is important. If AMD can catch up with Intel here then we should see them recover.

In a way it's the top end that make sales for the mid and low end. Being the fastest/best boosts your reputation and helps with selling all tiers of cards. People buy Nvidia just because they are Nvidia who have the fastest Gpu on the planet. Amd need to have the fastest Gpu on the planet or at least match it. It's all about image for Amd atm and having the fastest Gpu would be a good start to gaining some much needed reputation.

 

[shankly1985]

But if they don't release competitive products in 2016, what do you think will happen?

They don't have the cash to sustain themselves if they continue to make losses on the scale of the losses they made this year.

2016 is make or break. Imagine they didn't put out any new products in 2016. What then? No Zen, no 400 series GPUs. Just what they have now. How do you think they'd fare in terms of market share and profitability?

Like I said past couple years by people on here was AMDs make or break..

You can all day long discuss how much AMD is loosing Bah, Bah ,Bah

The truth in the matter none, zero of us understand what AMDs situation is money wise. You dont even know how much they getting from console sales..

Are they making much money has Nvidia? I would say no but are AMD making enough to keep them rolling I would say yes based on they was closing down since I can remember.

We can sit on here all day long and discuses a companies wealth but end of the day none of us know.

 

[Gregster]

Like I said past couple years by people on here was AMDs make or break..

You can all day long discuss how much AMD is loosing Bah, Bah ,Bah

The truth in the matter none, zero of us understand what AMDs situation is money wise. You dont even know how much they getting from console sales..

Are they making much money has Nvidia? I would say no but are AMD making enough to keep them rolling I would say yes based on they was closing down since I can remember.

We can sit on here all day long and discuses a companies wealth but end of the day none of us know.

I know nothing about business but common sense tells me that year on year losses will kill a company eventually. You imagine that your income is £100 a week and your outgoings are £110 a week. How long could you go before going bankrupt?

The price of shares shows what confidence there is in AMD and sadly it isn't looking good.

 

[Aretak]

Clickbait article citing an "anonymous source" who conveniently had zero actual information to share reposted on tech forum.

 

[Orangey]

It's a much tougher job to find any positive news about AMD lately.

He's been doing it forever. He gleefully posts every JPR, stock drops, fool.com articles designed to short AMD stock and whatever else looks bad for AMD. And if it's not him it's one of his crew, all arranged by text/email/pm/skype I'm sure. Then he comes on here and tries to act all innocent "I'm just everybody's good old pal who loves tech, guys! Don't say mean things or I'll get you banned!".

Authors who create click bait should be named and shamed in their own community!

That's what the Rumour Mill thread is for.

http://forums.overclockers.co.uk/showthread.php?t=18647127

 

[FoxEye]

Like I said past couple years by people on here was AMDs make or break..

You can all day long discuss how much AMD is loosing Bah, Bah ,Bah

The truth in the matter none, zero of us understand what AMDs situation is money wise. You dont even know how much they getting from console sales..

Are they making much money has Nvidia? I would say no but are AMD making enough to keep them rolling I would say yes based on they was closing down since I can remember.

We can sit on here all day long and discuses a companies wealth but end of the day none of us know.

It doesn't matter how much they make from consoles sales. The sum total of all the income vs expenditure was a $400 million loss, for one year.

They have $800 million of cash remaining. The math isn't hard.

 

[Freddie1980]

They're worth as much today as ATI were when AMD acquired them.

There worth much less as a group now then when AMD bought ATI. They paid around $6b for ATI and currently AMD's total market cap is 1.3b.

 

[Sencha]

You imagine that your income is £100 a week and your outgoings are £110 a week. How long could you go before going bankrupt?

One week

 

[Gregster]

Why the personal attacks guys? What have I done to you guys? I find that quite sad and I have reported it Tommy.