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Technology Stocks : AMD, ARMH, INTC, NVDA
AMD 117.86-1.3%Jun 2 4:00 PM EDT
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To: Pravin Kamdar who wrote (42918)9/22/2021 2:30:38 PM
From: Joe NYCRead Replies (1) of 50327
 
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.
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