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To: Joe NYC who wrote (72731)12/4/2025 11:38:47 AM
From: Joe NYCRespond to of 73046
 
forgot the link to a transcript. I am going to see if I can find a link to the full event.

BTW, Lisa does not say AMD is sold out. Hopefully, AMD has some inventory to take advantage of the upside.




To: Joe NYC who wrote (72731)12/4/2025 5:42:25 PM
From: engineerRead Replies (2) | Respond to of 73046
 
you would think that tsmc would call Intel bluff and tell them outright, you got a fab, use it.....as tsmc has no more capacity to hand out.


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