Recent content by Bondrewd

  1. Bondrewd

    RDNA4

    Remember that the core IP isn't tied to any specific part in mind. Also it's not really skipping it. Things got canned. In the name of all that is Good and against all that is Bad.
  2. Bondrewd

    AMD Execution Thread [2024]

    Yeah Wasteland 3 really made me want a Fallout Tactics sequel. alas! granted, other MS IPs are in arguably even worse state, Halo is Halo (rip) and Gears have been MIA since 2019 or so.
  3. Bondrewd

    AMD Execution Thread [2024]

    Yeah both consoles suffer from acute nogames problems, MS more than Sony. Imagine having no Fallout games in the pipeline despite having effectively three Fallout studios (Fargo with inXile, Urquhart with Obsidian and Todd with BGS). Just visionary IP management from uncle Phil.
  4. Bondrewd

    AMD Execution Thread [2024]

    A mix of sequel fatigue and marketing failure.
  5. Bondrewd

    RDNA4

    Oh I think the detailed reporting by JPR is paid-for. Bleak.
  6. Bondrewd

    RDNA4

    Bull, it gained plenty, see mobile unit reporting from the likes of JPR for 2022. Yeah Strix definitions were a soap opera. Ughhh I mean we all tend to forget Phoenix but it was the newest gfx IP for the APU.
  7. Bondrewd

    RDNA4

    Doesn't mean they're gonna win any slots. Not after what they've done with RDNA3. It slipped, just like Strixes themselves did. 5. Only the OG krakens were RDNA4.5, those are very-very dead. Oh it starts in APUs.
  8. Bondrewd

    RDNA4

    Not that. Completely unrelated is the word. Just to minimize the impact of RTRT on perf. You still have core PPA targets to adhere to, tho.
  9. Bondrewd

    RDNA4

    eyy stuff went poof
  10. Bondrewd

    RDNA4

    Well there are patches and kepler talked about them a bit. Not here.
  11. Bondrewd

    AMD Execution Thread [2024]

    Guess what was in the mix before RDNA3 took over. SRP != actual channel ASP. Please.
  12. Bondrewd

    AMD Execution Thread [2024]

    The opinc was always heavily weighted to Radeon. Consoles make little to no actual money. It's just a strategic market you keep for moat points. Nothing happened. They were there since at least 2021, I had your exact question no less when they bracketed MI200 revenue under Data Center in...
  13. Bondrewd

    AMD Execution Thread [2024]

    Yeah, do it. Think he's Silicon Delivery guy. Moved in circa march'22! Ran Rome/Milan before. Very, ugh, to the point guy. Wait for the next JPR or build a financial model yourself. No it's called "doing financial modeling while sitting on a pile of $AMD". Eases anxiety, you know.
  14. Bondrewd

    AMD Execution Thread [2024]

    It's not that hard. Again, I'm asking you to do the lowest effort thing possible. Hint: the guy ran Rome and Milan programs at AMD DC before. It means Radeon ASPs went up the same quarter. Again, an answer so blissfully trivial it always hides in plain sight. no they just focus on raw...
  15. Bondrewd

    AMD Execution Thread [2024]

    Nope, those are different teams under different BUs. The answer is so beyond obvious it's silly: Radeon margins are nowhere near as dogshit as you thought they were. RDNA3 did suprisingly well in the market given how mediocre the actual products are. Yes, use some linkedin-fu and find out...
Back
Top