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 Technology Stocks : Advanced Micro Devices - Moderated (AMD)

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To: Elmer Phud who wrote (265691)1/6/2011 6:09:57 PM
From: eracerRead Replies (1) of 272316
 
Re: Don't forget that TSMC must make their profit as well. So there are more hands reaching out for a piece of the price.

I would expect TSMC to be fairly compensated in exchange for AMD not having to spend billions building their own bulk silicon fabs. Intel's fabs and labor don't come for free either.

AMD has done this for years with GPUs, most of which are larger than 75mm^2 and are relatively low price, low margin parts compared to mainstream CPUs.
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