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To: Pravin Kamdar who wrote (31484)7/30/2019 5:56:57 PM
From: Pravin KamdarRespond to of 73149
 
Samsung mobile deal adds $100M in 2019, with development expense.



To: Pravin Kamdar who wrote (31484)7/30/2019 6:23:47 PM
From: neolibRespond to of 73149
 
They had hinted at that earlier in Q1 report when they first threw out the 15% of total biz was datacenter, split about 50/50 GPU vs CPU, but going forward CPU would dominate. Now she basically said datacenter remained at about the same % of the total biz in Q2 so 0.15 x 1.53 = 230M but GPUs were down a bit and CPU up a bit.


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