SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : AMD, ARMH, INTC, NVDA
AMD 259.65+1.4%9:30 AM EST

 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
From: Joe NYC10/23/2025 6:50:51 PM
of 72060
 
"Capacity constraints on Intel 10 and Intel 7 limited our ability to fully meet demand in client and server."

This means that AMD should also be selling everything, and be selling out inventory. Lisa said there was even demand for Milan (N-2 generation) which is on N7, and competing with those obsolete Intel chips...
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext