If you look at the
8K form it just filed, there are two big pieces of bad news. The first is that some unnamed mobile and MCP products have big problems, hundreds of millions of dollars worth. It is said to be,
"Arising from a weak die/packaging material set in certain versions of our previous generation MCP and GPU products used in notebook systems". That is bad, but to make matters funnier, "There can be no assurance that we will not discover defects in other MCP or GPU products."
To us, this says they used the same materials in other things, and it takes a while to show up, shown by the 'previous generation' bit. We'll bet money that this is the tip of the iceberg. Also, given how much mobos and mobile GPUs cost, this looks like a problem that is affecting a million or more units. Unrelated pricing of Dell notebooks today led us to see that, for most parts, NV mobile GPUs are either a $80 or $130 upgrade over integrated. $150-200M/$130 is still over a million, likely multiple millions of dead parts. Don't treat the future here lightly.