看了看amd的conference call script# Stock
a*g
1 楼
摘录了几个重点
Inventory ended at $839 million compared to $751 million at year end in
support of the ramp of new products and increased semi-custom SoC sales in
the second quarter. (新gpu cpu 游戏机cpu 使库存提高)
The principal debt amount was $1.73 billion, down $34 million from the prior
quarter as a result of debt reduction actions. （削减了34米的债务）
CapEx to be approximately $140 million, including the capitalization of
production mask sets beginning in Q1 2017.（新产品的掩模支出增加了资本支出，
包括7nm的掩模支出？apu的掩模支出？）
I think the important thing is as we go into the second quarter, we not only
have the channel sales, but we also have the major OEMs that will be
launching their systems in the second quarter. （二季度oem会供货）
From a geographic standpoint, the mask costs, whereas they would have been
in R&D previously, would be sitting on the COGS side of the P&L and
therefore amortized in the COGS side related to the production of the units.
And the difference in the CapEx guidance, $80 million to $140 million, is
primarily the mask cost.（改变了会计记账，掩模算作一次性资本支出了）
Inventory ended at $839 million compared to $751 million at year end in
support of the ramp of new products and increased semi-custom SoC sales in
the second quarter. (新gpu cpu 游戏机cpu 使库存提高)
The principal debt amount was $1.73 billion, down $34 million from the prior
quarter as a result of debt reduction actions. （削减了34米的债务）
CapEx to be approximately $140 million, including the capitalization of
production mask sets beginning in Q1 2017.（新产品的掩模支出增加了资本支出，
包括7nm的掩模支出？apu的掩模支出？）
I think the important thing is as we go into the second quarter, we not only
have the channel sales, but we also have the major OEMs that will be
launching their systems in the second quarter. （二季度oem会供货）
From a geographic standpoint, the mask costs, whereas they would have been
in R&D previously, would be sitting on the COGS side of the P&L and
therefore amortized in the COGS side related to the production of the units.
And the difference in the CapEx guidance, $80 million to $140 million, is
primarily the mask cost.（改变了会计记账，掩模算作一次性资本支出了）
