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To: Frank Sully who wrote (43270)10/25/2021 3:02:20 PM
From: Joe NYCRead Replies (1) | Respond to of 56376
Teaser from Digitimes:

AMD to adopt TSMC SoIC in HPC chips
Julian Ho, Taipei; Jessie Shen, DIGITIMESMonday 25 October 20210

TSMC's newly-developed system-on-integrated-chips (SoIC) technology will be first adopted for AMD's multiple high-performance computing (HPC) chip series, according to industry sources.

To: Frank Sully who wrote (43270)10/25/2021 3:23:59 PM
From: Joe NYCRespond to of 56376
That's a nice bullish case. The author seems to be familiar with lot of the details.

I wonder how the Supercomputer installations get recorder. I was thinking mostly in Q4 but we may get some benefit this Q.

I think this revenue will be quite profitable, because R+D expenses for them have likely already been absorbed.