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/biz/ - Business & Finance

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>> No.19013383 [View]
File: 437 KB, 665x781, Lisa Su Red Eyes.jpg [View same] [iqdb] [saucenao] [google]
19013383

> AMD

Looks like Mommy is awake.

>> No.18732386 [View]
File: 437 KB, 665x781, Lisa Su Red Eyes.jpg [View same] [iqdb] [saucenao] [google]
18732386

>>18732334
I'm torn whether to sell (and buy a potential after-earnings dip) or hold.

Rumor has it that AMD and Nvidia bought up freed up wafer capacity at TSMC from AAPL and Huawei. Would you buy additional wafers if the future looked bleak? Hell no. This could actually improve full year guidance, as AMD is always wafer-limited by TSMC.

>> No.18647402 [View]
File: 437 KB, 665x781, Lisa Su Red Eyes.jpg [View same] [iqdb] [saucenao] [google]
18647402

>>18647351
Meanwhile, AMD and Nvidia are ordering extra shit from TSMC:

https://www.digitimes.com/news/a20200423PD202.html

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.

>> No.16453369 [View]
File: 437 KB, 665x781, Lisa Su Red Eyes.jpg [View same] [iqdb] [saucenao] [google]
16453369

> dat AMD recovery

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