TSMC reports

TSMC has a nice beat.

Of interest for AMD, “Moving into first quarter 2022, we expect our business to be supported by HPC (high-performance computing) related demand”. Also CapEx (fab expansions) increasing from $30b to $40b-$44b YoY.

I see this as a huge positive for AMD.

https://www.investors.com/news/technology/tsm-stock-taiwan-s…

7 Likes