Replacing Nvidia with AMD makes no sense when both use TSMC
| https://i.imgur.com/ovcBe0z.png | 01/23/26 | | OYT and the Indie Reprieve | 01/23/26 | | Diaper Diogenes | 01/23/26 | | https://i.imgur.com/ovcBe0z.png | 01/23/26 |
Poast new message in this thread
Date: January 23rd, 2026 10:03 PM
Author: https://i.imgur.com/ovcBe0z.png
All that matters is who's got access to the most advanced nodes at TSMC, and in what volume, and Nvidia has trillions to spend on wafers. Even if AMD sells every semiconductor it produces, it won't even own 10% of the market. That stonk is overbought by boomers, it's going nowhere, and RyzenAI sucks dick too and AMD knows it
(http://www.autoadmit.com/thread.php?thread_id=5825719&forum_id=2\u0026mark_id=3986969#49613415) |
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