$Advanced Micro Devices(AMD)$ $NVIDIA Corp(NVDA)$ $Taiwan Semiconductor Manufacturing(TSM)$ J Huang visited Taiwan again! Both he and TSM CEO confirmed that AI continued to grow strongly going into 2024. TSM did mention Nvda and Amd had unexpected large chip order last month.
All info seemed to hint that AMD's upcoming AI products could be very successful!
Market hasn't really priced in the good news for AMD yet?
As Dr. Su said: "The best is yet to come!"
There is news that the chip sector of tech is close to bottoming that is why TSMC and GFS are up . Let’s see if they follow thru .
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