etayorius :
Mubadala owns about 20% of AMD, why are they not investing when AMD needs it more? you would think that they would know of ZEN performance, but they are not really doing anything... makes you wonder the actual performance of ZEN.
Glofo is in problems as well. Petroleum is in crisis and reduced the amount of money Mubadala can invest on Glofo. They had to cancel its own 14nm process, and license the node from Samsung. The original plan for Apple was to use Samsung for the full A9 chips, and Samsung was going to use Glofo as second source to produce those chips beyond the volume capacity of Samsung factory. Due to delays and yield problems, Apple changed the plans in last minute and contracted TSMC for 60% of its A9 chips; now Samsung does the remaining 40% and Glofo does nothing... Glofo invested lots of money and don't have the volume of sales they expected just a pair of years ago. Glofo needs money to survive even more than AMD, and last round of rumors is that Chinese want to purchase Glofo for their own chips.
Then we have the weird issue named WSA, which obligates AMD to produce certain amount of chips on Glofo yes or yes, under economic penalty in case AMD doesn't.