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To: Vattila who wrote (36839)	4/22/2020 6:35:07 PM
From: neolib	Read Replies (1) \| Respond to of 75925

Did you note from TSMC's report just last week (16th of Apr) this key highlight, regarding HPC? I do wish that TSMC would detail HPC a bit more, but they won't do that of course. Also note how strong 7nm was for them, but of course that has huge mobile SoC volume. Still, strong 7nm and strong HPC segment at least hints that AMD had a great qtr, and likely will in Q2 as well. Somewhere recently there was an article saying AMD had 20K w/m on 7nm from TSMC. That is pretty good volume. “Our first quarter business declined less than seasonality, due to the increase in HPC-related demand and the continued ramp of 5G smartphones,”said Wendell Huang, VP and Chief Financial Officer of TSMC. “Moving into secondquarter 2020, we expect our revenue to be flattish, as weaker mobile product demand is expected to be balanced by continued 5G deployment and HPC-related product launches. What is your confidence level on AMD's Q2 target for "double-digit" server share? If they hit it, will it be just about 10%, or well into the teens?