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Technology Stocks : AMD, ARMH, INTC, NVDA
AMD 210.15+4.6%10:40 AM EST

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To: Joe NYC who wrote (72772)12/6/2025 4:05:58 AM
From: Joe NYC of 73030
 
Interesting tidbit about TSMC Arizona. There was apparently an incident in September that caused about 1 week worth of wafers to be scrapped, wafers for Apple, NVidia and AMD.

But there is an interesting tidbit, that TSMC Arizona Phase 1 is already at 20k wpm of anticipated full capacity of 30k wpm. So TSMC managed to reach 66% of capacity in about 9 months and Intel is anticipating taking 3 years to reach 100% capacity of 30k wpm

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