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 119.36+2.6%3:59 PM EDT

 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: neolib who wrote (42960)9/24/2021 12:32:37 PM
From: rzborusa of 43253
 
What a story, complete with twists.

On a lighter note this poster from Yahoo makes some interesting gibble gabble, a reasonable summary er humorous ...:

ozymandias15 hours ago
$AMD conversation

Nan Ya PCB is set to commercialize new ABF substrate capacity by the end of 2021 and will scale up its output substantially for AMD's processors in the second quarter of 2022, which is expected to help the US chipmaker significantly drive up its shipments.

ABF = Ajinomoto Bonding Fluid. used for stacking 3D chips. Notice $INTC is not mentioned. You cannot stack monolithic 450 Watt ovens.

ABF is used mostly for GPU and servers and APUs. AMD targets super computers, servers, and thin light notebooks.

Notice the whole Island of Taiwan is supporting their favorite lady, Doctor Lisa Su. Taiwan can replace Intel.

Intel has a new business plan under Pat 'the mouth' Gelsinger. Intel plans to build low margin auto parts. That's the plan. No customers yet. Yugo is negotiating.
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext