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What are your thoughts on AMD?
Posted on 7/11/23 at 10:27 am
Posted on 7/11/23 at 10:27 am
With Nvidia doing so well is AMD a possibility? According to this article Nvidia ‘should have at least 90%’ of AI chip market with AMD on its heels.
LINK
Is there room for growth there?
LINK
Is there room for growth there?
2
Posted on 7/11/23 at 11:41 am to boogiewoogie1978
Nvda is 40x or so
It is too pricey
It is too pricey
Posted on 7/12/23 at 12:40 pm to boogiewoogie1978
interesting article...even if they don't make the trillion dollar club, looks like well positioned for a bright future in the next disruptive technology
LINK
LINK
Posted on 7/12/23 at 3:20 pm to jlsufan
If you can accept the risk of a business being in Taiwan, consider TSM.
I am in NVDA, AMD, TSM, and Qualcomm.
I am in NVDA, AMD, TSM, and Qualcomm.
Posted on 7/13/23 at 9:08 am to The Baker
quote:
If you can accept the risk of a business being in Taiwan, consider TSM.
Since TSMC fabs all of AMDs chips, aren't you in the same risk with AMD?
Posted on 7/13/23 at 9:56 am to jlsufan
quote:
Since TSMC fabs all of AMDs chips, aren't you in the same risk with AMD?
That would apply to 90% of chips. Including Nvidia hardware... Intel... etc
Posted on 7/13/23 at 10:00 am to The Baker
quote:
Including Nvidia hardware... Intel... etc
Intel has their own foundry business, they build very little at TSMC.
However, outside of Intel everyone else is basically 100% reliant on TSMC
Posted on 7/13/23 at 10:01 am to UltimaParadox
quote:
they build very little at TSMC.
They use TSMC for their advanced chips bc they don't know how to do it themselves. Throw Apple in there as well.
Anyways, the point still stands. All chip stocks are open to the risk posed by chinese/taiwan relations... not just AMD.
This post was edited on 7/13/23 at 10:04 am
Posted on 7/13/23 at 10:15 am to The Baker
quote:
They use TSMC for their advanced chips bc they don't know how to do it themselves
I guess techinically you are correct, Intel is using TSMC to build its ARC GPUs on its 6nm process and soon to be 3nm. However, still a small part of the business.
The 13th gen CPUs are built at Intel. 14th gen will be split between Intel/TSMC as reported.
quote:
All chip stocks are open to the risk posed by chinese/taiwan relations.
100%, but TSMC has been expanding outside of Taiwan rapidly these days. So be curious to see what happens there.
Posted on 7/13/23 at 10:23 am to UltimaParadox
quote:
100%, but TSMC has been expanding outside of Taiwan rapidly these days. So be curious to see what happens there.
Personally, I don't get it. The only sure thing keeping them alive is their foundry and institutional knowledge in Taiwan
. Once in the US, it would reduce any incentive we might have to stick our necks out for them on the island.This post was edited on 7/13/23 at 10:23 am
Posted on 7/13/23 at 12:58 pm to The Baker
quote:
Once in the US, it would reduce any incentive we might have to stick our necks out for them on the island.
maybe they don't have a lot of faith that we'll do it
Posted on 7/13/23 at 2:07 pm to KillTheGophers
quote:
Nvda is 40x or so
It is too pricey
It keeps going up. Its the next Apple..
Posted on 7/15/23 at 8:34 am to Double Oh
Have had nvda for 3 or 4 years. Hard to get out when it keeps shooting thru the roof. Reminds me of a Qualcomm run from 10 years ago. Hard to know when to sell.
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