SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : AMD, ARMH, INTC, NVDA
AMD 93.50-3.3%May 20 4:00 PM EDT

 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Pravin Kamdar who wrote (42926)9/22/2021 2:30:38 PM
From: Joe NYCRead Replies (1) of 45143
 
That was one of the best episodes of Moore's Law. Great view into the industry and the relationship between the key players (TSMC, Apple, Samsung, Intel, Nvidia, AMD).

Kumar expressing confidence in the Deutche Bank interview about the supply situation now clearly implies that AMD has the orders in place for the wafers, and if you have your orders in, you get the wafers and your product.

Some other observations: Xilinx used to be TSMC top partner for validating new process, before Apple surpassed it. But excellent relationship between TSMC and its tom partners - Apple, AMD and Xilinx will reflect in future products, availability, capacity, R+D collaboration.
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext