Does anyone know what will happen first?
— free cash minus free cash bleed equals less than or equal to zero
— 18A volume is sufficient to return us to profitability
Trolling welcome. If you work for AMD Nvidia or TSMC and have no idea chime in anyway
At this point Broadcom should just buy intel and put intel out of its misery and sell intel into little pieces.
@u1m: I’ve been making “what did you think was going to happen” memes about 2022-2024 so your mention of that is like “OOF SIZE: EXTRA LARGE” for me
18A late and underperforming
TSMC N3x and N2x on time and outperforms 18A on PPAC. All major whales signed on.
ARM relentlessly encroaching on both client and server.
Time and money are running out.
Gross margins at 38%.
Negative cash flows.
Downgrades on debt.
Declining revenues
Loss of market share
Loss of reliable products, potential recall
Loss of competitiveness
Loss of key talent
Class action lawsuits
What do you think is going to happen?
Magic?
Get back to work!
“free cash minus free cash bleed equals less than or equal to zero” <— This.