Wafers costs 4400 or 5k for TSMC and samsung after equipment expense. Actual selling price to companies is around 8k-9k. There are rumors of some discounts but nothing close to cost and these are mostly for contracts with big volume phone company soc's, and the rumors mention these companies as well.
Since GF is paying royalty fees and is a separate entity compared to samsung, it is not going to get the same discount. Hence costs are higher than 5k per wafer. Probably 8k with 7k as a best case scenario.
Too low a cost, kills AMD margins. Volume means nothing if margins are none existent.
Videocards with normal gddr memory have a cost somewhere between 50-60 dollars to make. So add this cost in and if AMD starts selling these cards at under 250, they start losing money elsewhere for their lower bins. Cut down cards are only about 10-20% cheaper to produce for the chip itself in the BOM. So if a cut down chip retails for 60-100 dollars less, then margin become console like very quickly without the volume of console chips.
Things that will affect your numbers.
AMD has the WSA agreement where they pay a substantial fee irrespective of if they produce anything or not.
AFAIK, both Gloflo and Samsung are not awash in customers, so I would expect both lower prices and much greater available capacity.
In my opinion, AMD has the ability to accept much lower margins than competitors, partly due to the lower overhead costs through the downsizing they experienced and also, the much lower share price. ANY profit will dramatically improve the share price.
Anybody expecting AMD to return to full health in one step is fantasizing.
First goal. Return to a sustainable profitable position and then you can talk improving margins.