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To: Vattila who wrote (36849)4/22/2020 11:23:20 PM
From: neolibRead Replies (1) | Respond to of 75946
 
INTC is up tomorrow, and that should provide some interesting info. I wonder what they will say about full year...



To: Vattila who wrote (36849)4/23/2020 10:19:20 AM
From: neolibRespond to of 75946
 
Here is Digitimes coloring a bit more on the HPC segment at TSMC:

digitimes.com

A ramp-up in short lead-time orders placed by AMD and Nvidia will allow TSMC to post relatively strong results compared to other foundries in the first half of 2020, according to industry sources.


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