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Replacing Nvidia with AMD makes no sense when both use TSMC

All that matters is who's got access to the most advanced no...
arrogant cerebral filthpig keepsake machete
  01/23/26
Whatever, I’ll just sell when boomers get it up to $30...
lavender lascivious home azn
  01/23/26
TSMC is a foundry bro
Avocado nursing home
  01/23/26
thank
arrogant cerebral filthpig keepsake machete
  01/23/26


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Date: January 23rd, 2026 10:03 PM
Author: arrogant cerebral filthpig keepsake machete

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\u0026show=6hr#49613415)



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Date: January 23rd, 2026 10:10 PM
Author: lavender lascivious home azn

Whatever, I’ll just sell when boomers get it up to $300

(http://www.autoadmit.com/thread.php?thread_id=5825719&forum_id=2\u0026show=6hr#49613429)



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Date: January 23rd, 2026 10:24 PM
Author: Avocado nursing home

TSMC is a foundry bro

(http://www.autoadmit.com/thread.php?thread_id=5825719&forum_id=2\u0026show=6hr#49613472)



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Date: January 23rd, 2026 10:31 PM
Author: arrogant cerebral filthpig keepsake machete

thank

(http://www.autoadmit.com/thread.php?thread_id=5825719&forum_id=2\u0026show=6hr#49613493)