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Technology Stocks : AMD, ARMH, INTC, NVDA
AMD 210.78-4.8%Dec 12 9:30 AM EST
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To: Joe NYC who wrote (69105)8/7/2025 12:33:05 PM
From: Doug M.Read Replies (1) of 72901
 
Lip-Bu told us several times that don't expect orders until they
crank out 18A for themselves successfully. We've been told
several times that ramp is going well starting at the end
of this year. Regardless of what Rueuters said, Naga said
that it's on the same trajectory (or a little better) than Meteor Lake.

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