But the chips are GDDR5 and the article said it was a GF/Samsung made chip.
You also need to consider part of the reason AMD as a whole was making losses was due to the WSA,and not meeting pre-allocated targets they made with GF,and hence they either needed to pay a penalty or over-produce CPUs which meant probably lower losses as inventory write downs,but they were losses anyway.
By shifting the console SOCs to GF,and by making large volume GPU parts at GF/Samsung it means they can fulfil the WSA much easier now.
The other aspect is that also with Apple pushing as much of their own chip production to TSMC as possible,Samsung is only being used to fulfil orders that TSMC cannot make. The latest iPhone chips are make at TSMC and Samsung and the iPad Pro chips at TSMC. Before,it was exclusively Samsung and as time progresses,Apple is trying to reduce its usage of Samsung as possible.
Remember,Samsung was producing functional 14NM chips in volume BEFORE TSMC managed to do so,so it is probably a more mature process at this time with regards to volume and has probably more free volume available too.
Plus,it would not surprise me if AMD gets some tax incentives in using a US based fab to make chips too.
This means AMD has a chance to use Samsung much earlier than TSMC,which gives it a leg up on bringing its products to market. Then add the fact the Samsung process is denser,and that Samsung is also an HBM2 producer too and is involved in a legal battle with Nvidia,it pretty much seems an advantageous time to use them.
It also gives AMD,more experience with using the process before they make Zen on it. AFAIK,they will be using the same,if not a derived process to make it.
I very much doubt that the legal battle between Samsung and NVidia will have any bearing on Samsung supplying NVidia memory, just as the Samsung vs Apple didn't effect Samsung supplying Apple parts for their iphones.
The Apple contracts were worth billions to Samsung though and they could not realistically beat Apple in legal terms too,so did not even have any leverage. Plus notice how Apple has started reducing its reliance on Samsung?? The plant in NY was made mostly for supplying chips for Apple!! So in reality it did have an effect on Samsung,as they are moving more and more production and more of its parts manufacture to other companies.
However,in the case with Nvidia,they convincing won the first two rounds,so probably have degree of leverage already - I don't think HBM2 availability will be huge now for either Hynix or Samsung for a while since GDDR5 is being used in the volume Polaris part,but AMD is meant to be using it for some of their APUs too,which might potentially make them quite a big customer depending on how well Zen does,but then Nvidia does sell more GPUs than AMD.
They won't do the totally foolish thing and not supply Nvidia with HBM2 as they probably have already made the relevant contracts,but if there is not much floating around and AMD can take both Hynix and extra Samsung HBM2 allocations for a few months,I don't see why they won't help AMD a bit,in light of what has recently happened.
It not only means they do one at Hynix who are a competitor,but also it is still a sale for them,whether Nvidia or AMD buys it. What is Nvidia going to do since Samsung and Hynix are the two major RAM companies out there??
Plus if the rumours of Nvidia rejecting Samsung for chip production are true,wouldn't that make AMD a bigger customer for their tech currently?
They couldn't do that with Apple,since nobody else would be buying the custom parts they made for them. HBM2 is more a commodity part than a specialist part made for one company.
Plus it will be interesting to see what company gets the Polaris mobile dGPUs first.
I also believe Nvidia might get first dibs at 16NM a bit quicker than AMD will. IIRC,there was some info about them buying 16NM capacity before any mention of that regarding AMD,and I think they will be larger parts too,than what AMD is aiming for with the initial Polaris releases.
And you think supplying memory for a GPU series wouldn't be worth a lot as well?
Read my previous answer in full first,as I added more information,not the black and white answer you want - you are twisting it to make it like I said Samsung would supply no HBM2 to Nvidia which is NOT WHAT I SAID. You implied that. I implied that Samsung would probably BE MORE LIABLE to help them out with
EXTRA(take note of that word) capacity FOR A FEW MONTHS(not a year or years just in case you thought it was that),considering recent events:
1.)Nvidia rejected them(supposedly) for making chips
2.)Nvidia took Samsung to court
3.)Samsung already has probably made contracts with Nvidia which they cannot break ,otherwise they will be sued
4.)Hynix is a largish competitor who is struggling to produce enough HBM it appears. So its a good chance to troll a competitor in that case.
Plus,no I don't think HBM2 contracts will be worth billions this year. GDDR5,DDR4 and GDDR4 will be worth much more. HBM2 is low volume and is probably only going to be for a few high end cards.
In terms of battle lines,I still expect that GDDR5 based cards will still generate most of the revenue for Nvidia this year and the same applies for AMD.
See any other uses for HBM/HBM2 this year yet...nope.
If the contracts were worth billions this year,then that would be the ENTIRE lines from top to bottom for Nvidia and AMD. Its apparent its not going to happen. If Hynix who are probably producing more HBM and HBM2 than Samsung will this year,can barely supply enough for AMD,then that basically tells you volume is not enough this year.
The thing is if Samsung has been peed off by Nvidia,then what happens to any extra HBM2 allocations outside what they signed for?? Why wouldn't they take extra allocations on,if AMD can support them??
Would Nvidia respond saying they would never use Samsung again?? I think not.
Neither AMD or Nvidia can really dictate to Hynix or Samsung,especially after Elpida went bankrupt.
AMD only got first dibs on Hynix allocations since it helped pay for development in the first place.
OFC,this is all assuming that Samsung can produce enough HBM2 to even fulfil whatever contracts Nvidia has signed with them!
Edit!!
I will keep it at that,otherwise we will go round in circles,which is what generally happens here.