【轉貼】AMD因第一代APU惹上官司:庫存損失1億,股價大跌74%

本帖最後由 toylet 於 2015-4-2 22:20 編輯

APU處理器是AMD謀劃了很久的未來目標,為此不惜重金收購ATI公司。如今的APU慢慢走向成熟,但2011年推出第一代Llano APU時,AMD面臨著諸多挑戰——Lland APU的工藝、性能以及配套主板的支持都存在不同程度的問題,結果Llano APU在市場上並不受歡迎,給AMD造成了1億美元的庫存損失,繼而導致了2012年AMD股價大跌四分之三,現在AMD要為此付出代價了—— 遭受損失的 AMD投資者發起了法律訴訟,控告AMD證券欺詐。

事情的起因還得從第一代APU說起,2011年AMD推出了Llano APU,此前傳了多年的APU融合處理器成為現實了,但Llano是一種全新的產品,代工廠Globalfoundries的32nm SOI工藝當時並不成熟,產能不足,效率也不行。等到2011年底產能問題解決了,但Llano已經沒優勢了,AMD為了跟Intel競爭又推出了新一代的Trinity APU,結果Llano更賣不動了。

為此AMD不得不記下1億美元的庫存損失,雖然這不代表AMD一定損失了1億美元,但此舉引發了AMD 股價崩盤——2012年3月份股價還有8.35美元,但10月份股價就跌至2.18美元,損失了四分之三的股價。投資者損失慘重,他們認為AMD在此事上 有意誤導,存在證券欺詐的嫌疑,最終引發了訴訟。

這樣的案子在美國證券市場不算新鮮,類似的訴訟其實也不是第一次曝光了,不過日前美國地區法院裁決AMD必須面對這樣的證券欺詐指控。原告律師團對法官的判決表示高興,而AMD方面暫時還沒有消息。

Source: https://hk.news.yahoo.com/amd-apu-1-74-075209800.html

除了 APU, FX 系列的效能是否都是欺詐呢?

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AMD Sued for Overestimating APU Success to Investors

Some investors in AMD, who purchased company stock between October 27, 2011 and October 18, 2012, filed a class action lawsuit against AMD, through law firm Robbins Geller Rudman & Dowd. The class action alleges that AMD and its officers and directors committed violations of the US Securities Exchange Act of 1934. AMD allegedly misled its investors over how popular its first generation "Llano" desktop APU would get, claiming that there were much greater prospects for the APU than it actually ended up selling.

The law firm detailing its suit writes:

    The complaint alleges that during the Class Period, defendants made false and misleading statements about the Company's business and prospects. Specifically, the complaint alleges defendants made false statements and/or concealed adverse facts regarding AMD's 32 nanometer Llano (the "Llano") Accelerated Processing Unit ("APU"), which is a type of microprocessor that combines AMD's central processing unit and its graphics processing unit onto a single piece of silicon, including repeatedly highlighting the "strong" and "significant" interest in, demand for, and unit shipments of, the Llano APUs, and falsely and misleadingly representing that AMD's desktop business was in a "strong position" and that it would "continue to rebound" in 2012. As a result of defendants' false statements, AMD stock traded at artificially inflated prices throughout the Class Period.


When AMD announced its Q2-2012 results in July of that year, it became clear that there really wasn't the kind of demand for the APU that AMD was playing up, AMD in its IR release stated that the markets where it most expected the APU to sell - China and Europe, had lukewarm reception of "Llano." This caused a fire-sale of AMD stock, when it saw a fall by almost 25 percent on extremely heavy trading volume. In the following quarter, on October 28, 2012, AMD announced a decline in its gross margins for Q3 2012 declined 31 percent QoQ, due in part to the $100 million inventory write-down, following which AMD stock declined another 17 percent in a flash.

The Plantiff seeks to recover damages, who are represented by Robbins Geller, a firm that specializes in class action suits against companies that mislead their investors in a very big way. It would be interesting to see how this case plays out, given that readers of content on sites like ours most likely knew how fast AMD's K10 CPU and VLIW5 GPU architectures were (given that they had each driven AMD's product stack for several years), and what to expect from Llano, way back in 2011.

Source: http://www.techpowerup.com/19694 ... s-to-investors.html

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amd堅持用工程機的決定就好似intel用netburst的決定咁
諗住遲D就會發力, 所以未來幾年都係用呢個架構
intel有光環, 出膠水U都有人要, AMD有咩? 無咪比人告囉

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本帖最後由 toylet 於 2015-4-3 17:39 編輯
intel有光環, 出膠水U都有人要, AMD有咩? 無咪比人告囉
唐賓南紀念中學 發表於 3/4/2015 10:21

被蒸發了的 AMD 股值 去咗邊 先有趣.... 會不會是 Intel (經檯底)?
無想過 APU 可以 構成 商業詐騙....

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Some investors in AMD, who purchased company stock between October 27, 2011 and October 18, 2012, fi ...
toylet 發表於 2-4-2015 10:19 PM


我都想投訴 AMD Faildozer

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本帖最後由 toylet 於 2015-4-3 18:17 編輯
我都想投訴 AMD Faildozer
dom 發表於 3/4/2015 18:11

小人會支持!

BTW,  Logitech G500 用了 6 個月就 double-click (保養 3 年), 有無得告?
隻舊 MX518 還未出事!!!

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好似亞洲電視
摺係最好結果

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AMD摺左,下一個係Intel被告anti trust。

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AMD摺左,下一個係Intel被告anti trust。
Yo! 發表於 4/4/2015 11:18

還有 Nvidia?

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