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Technology Stocks : Semi Equipment Analysis

SOXX 296.74

+1.8%

Nov 28 4:00 PM EST

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To: Sun Tzu who wrote (85375)	7/27/2020 1:07:33 PM
From: Return to Sender	Read Replies (1) of 95487

I admit that I know very little compared to so many who post here about semiconductor companies and semi-equipment companies but it appears that AMD is well ahead of INTC due to their outsourcing of manufacturing chips on the 7-nanometer front: Why Intel’s pain is AMD’s gain cnbc.com Published Fri, Jul 24 20204:34 PM EDTUpdated Fri, Jul 24 20205:17 PM EDT Kif Leswing @kifleswing Key Points Chipmaker AMD rose over 15% on Friday as its primary rival, Intel, fell over 15%. Intel’s stock fell after it said its latest-generation chips would be delayed, preventing so-called “7-nanometer” chips from appearing in computers until 2022 and servers until 2023. Meanwhile, AMD’s 7-nanometer chips are currently shipping inside laptops. That’s because AMD outsources its manufacturing to TSMC, while Intel still runs its on factories.

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