Silicon Investor (SI) -- The First Internet Community

STOCKTALK

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 -- Ignore unavailable to you. Want to Upgrade?

To: Vattila who wrote (41878)	7/17/2021 10:42:05 AM
From: Joe NYC	Respond to of 72226

I just hope the men in white coats won't show up at my door after that entry. Seriously though AMD is selling all it is making, and I think the TSMC is providing AMD the capacity for this level of growth. Being on N7 node with nearly all manufacturing in H2 2021, when the mobile players are fighting for 5nm, and then switching to 5nm in H1 2022 when Mobile players are seasonally down - is either a lucky coincidence or perfect planning.