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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 231.83+1.7%Jan 16 9:30 AM EST
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To: AK2004 who wrote (64722)12/1/2001 5:26:08 AM
From: fyodor_Read Replies (1) of 275872
 
albert: I think it is a matter of allocation. There is higher demand for tsmc .13 than tsmc can provide

NVIDIA is TSMC's #1 customer. By a long shot.

And when your #1 customer expresses its concern, publicly, that your new process isn't up to snuff&#133 well&#133 that's not good.

-fyo
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