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Technology Stocks : AMD, ARMH, INTC, NVDA

AMD 214.87

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3:59 PM EST

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From: Joe NYC	11/15/2025 3:07:20 PM
	of 73130

Good article. Jensen meeting with CC Wei in Taiwan, asking for more N3 capacity (for Rubin) and then A16. AMD will be on N2 with Mi450, Zen 6 Venice server and Olympic Ridge desktop, but mobile is on N3P. It mentions Jensen is starting to worry about AMD and Morgan Stanley doubling CoWoS capacity estimate for AMD. Why Is Jensen Huang Getting Nervous About TSMC’s 3nm Shortage? \| SemiWiki

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