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Technology Stocks : AMD, ARMH, INTC, NVDA
AMD 230.41-3.0%9:52 AM EST
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From: Joe NYC10/22/2025 5:13:07 AM
of 72170
 
Rumor of new Zen 5 V-Cache chips:

9950x3d2 - dual V-Cache
9850x3d - high bins

This is something I wished AMD did for long time, so would be great if it happened now. These would be flying off the shelf this Christmas season, at high ASPs.

AMD has had great success with Zen 5, V-Cache chips and their high ASPs. Lisa mentioned them in last 2 conference calls. This would be a great way to press this advantage further.

BTW, AMD has used low bins for the V-Cache models up to now, so this would be recognizing that there is a market for high bin CPUs with 8 cores + V-Cache.

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