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2021-05-14
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AMD amends wafer capacity agreement with GlobalFoundries amid global chip shortage
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Like and comment thanks","highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/198648292","repostId":1106603645,"repostType":4,"repost":{"id":"1106603645","kind":"news","pubTimestamp":1620956753,"share":"https://www.laohu8.com/m/news/1106603645?lang=&edition=full","pubTime":"2021-05-14 09:45","market":"us","language":"en","title":"AMD amends wafer capacity agreement with GlobalFoundries amid global chip shortage","url":"https://stock-news.laohu8.com/highlight/detail?id=1106603645","media":"seekingalpha","summary":"In a regulatory filing, Advanced Micro Devices(NASDAQ:AMD)discloses an amendment to its wafer supply","content":"<ul><li>In a regulatory filing, Advanced Micro Devices(NASDAQ:AMD)discloses an amendment to its wafer supply agreement with GlobalFoundries. The amendmentisn't huge news and there aren't any broader payments associated with the deal, but the details are still worth a look during the global chip shortage.</li><li>The agreement locks in minimum annual capacity of 12nm and 14nm nodes at GlobalFoundries through December 31, 2024. The capacity will support AMD's trailing-edge products (like CPUs and GPUs) and I/O dies for the leading-edge Ryzen and EPYC processors. TSMC will still provide the 7nm compute cores for the products.</li><li>The companies agreed to pricing and new annual wafer purchase targets for the years 2022-24. AMD currently estimates that it will purchase approximately $1.6B of wafers during the 2022-24 period, and the company will prepay \"certain amounts\" for the years 2022 and 2023.</li><li>Importantly, the revised agreement removes all prior exclusivity commitments, which gives AMD \"full flexibility\" to turn to other foundries for any product manufactured at any node.</li><li>Sources:Regulatory filingand additional details provided by AMD.</li><li>Recent news: Last month, AMD shares popped after reporting anearnings blowout.</li></ul>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>AMD amends wafer capacity agreement with GlobalFoundries amid global chip shortage</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAMD amends wafer capacity agreement with GlobalFoundries amid global chip shortage\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-05-14 09:45 GMT+8 <a href=https://seekingalpha.com/news/3696419-amd-amends-wafer-capacity-agreement-with-globalfoundries-amid-global-chip-shortage><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>In a regulatory filing, Advanced Micro Devices(NASDAQ:AMD)discloses an amendment to its wafer supply agreement with GlobalFoundries. The amendmentisn't huge news and there aren't any broader payments ...</p>\n\n<a href=\"https://seekingalpha.com/news/3696419-amd-amends-wafer-capacity-agreement-with-globalfoundries-amid-global-chip-shortage\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMD":"美国超微公司"},"source_url":"https://seekingalpha.com/news/3696419-amd-amends-wafer-capacity-agreement-with-globalfoundries-amid-global-chip-shortage","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1106603645","content_text":"In a regulatory filing, Advanced Micro Devices(NASDAQ:AMD)discloses an amendment to its wafer supply agreement with GlobalFoundries. The amendmentisn't huge news and there aren't any broader payments associated with the deal, but the details are still worth a look during the global chip shortage.The agreement locks in minimum annual capacity of 12nm and 14nm nodes at GlobalFoundries through December 31, 2024. The capacity will support AMD's trailing-edge products (like CPUs and GPUs) and I/O dies for the leading-edge Ryzen and EPYC processors. TSMC will still provide the 7nm compute cores for the products.The companies agreed to pricing and new annual wafer purchase targets for the years 2022-24. 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