- Joined
- Jul 15, 2008
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they're killing it. they have the best designs, the best x86 chips (hands down), an arm license, expansions into phones (exynos/adreno), etc.
they're limited by the chip shortage... but the flipside is that literally every chip they make is sold. they also have increased their wafers from tsmc. with tsmc and samsung expanding, it should be even better for them.
intel isn't even competition, anymore.
arm/risc-v are greater threats, but again... amd has an arm license (and i don't think nvidia's acquisition of arm is going to actually pass regulatory approval) and big.LITTLE designs.
i wish they had been more aggressive with their wafer allotment from tsmc, but that seems to be their only real 'mistake' in the last few years (well, aside from maybe the negotiations with xlnx. i have no problems with the merger, but i think the terms were pretty meh)
the xlnx closure is the most obvious problem for their SP, though. the sooner it happens, the better.
Cool, i was thinking along those same lines. Im also holding Nvidea, and as of this morning, TSMC in similar amounts as AMD. TSMC i can't see slowing down barring an act of god or chinese invasion, but im pretty new to stocks so we'll see how it gooooes