$Advanced Micro Devices(AMD)$

$Advanced Micro Devices(AMD)$ $Taiwan Semiconductor Manufacturing(TSM)$ $Apple(AAPL)$ and AMD benefit from each other.

AAPL's deep pockets significantly fund new nodes at TSMC. First chips from a new node at TSMC are usually for the iPhone. Mobile chips are less demanding than CPUs and GPUs running in servers. So those mobile chips are great for initial production on a new node. Cutting edge node helps AAPL sell trendy iPhones. When everything is running smoothly TSMC can then refine the node further for higher power and performance needed by server chips.

Volume of chips sold to AMD has a pretty long tail. This helps TSMC amortize the development expense of the node and get a better return on investment. AMD benefits from the reliability of the established node and lower cost.

For TSMC. AAPL, and AMD it's win, win, win.

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

We need your insight to fill this gap

Leave a comment

{"i18n":{"language":"en_US"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":365934908436528,"tweetId":"365934908436528","gmtCreate":1730365617986,"gmtModify":1730365623825,"author":{"id":3479274697856602,"idStr":"3479274697856602","authorId":3479274697856602,"authorIdStr":"3479274697856602","name":"quixi","avatar":"https://static.tigerbbs.com/087c45f3787ce99e28dae4243c20a901","vip":8,"userType":8,"introduction":"运营账号","boolIsFan":false,"boolIsHead":false,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[],"fanSize":73,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"html":"<html><head></head><body> <a data-mention-id=\"AMD\" class=\"teditor-mention\" data-mention-name=\"Advanced Micro Devices\" href=\"https://ttm.financial/S/AMD\">$Advanced Micro Devices(AMD)$</a> <v-v data-views=\"1\"></v-v> <a data-mention-id=\"TSM\" class=\"teditor-mention\" data-mention-name=\"Taiwan Semiconductor Manufacturing\" href=\"https://ttm.financial/S/TSM\">$Taiwan Semiconductor Manufacturing(TSM)$</a> <a data-mention-id=\"AAPL\" class=\"teditor-mention\" data-mention-name=\"Apple\" href=\"https://ttm.financial/S/AAPL\">$Apple(AAPL)$</a> and AMD benefit from each other. AAPL's deep pockets significantly fund new nodes at TSMC. First chips from a new node at TSMC are usually for the iPhone. Mobile chips are less demanding than CPUs and GPUs running in servers. So those mobile chips are great for initial production on a new node. Cutting edge node helps AAPL sell trendy iPhones. When everything is running smoothly TSMC can then refine the node further for higher power and performance needed by server chips. Volume of chips sold to AMD has a pretty long tail. This helps TSMC amortize the development expense of the node and get a better return on investment. AMD benefits from the reliability of the established node and lower cost. For TSMC. AAPL, and AMD it's win, win, win.</body></html>","htmlText":"<html><head></head><body> <a data-mention-id=\"AMD\" class=\"teditor-mention\" data-mention-name=\"Advanced Micro Devices\" href=\"https://ttm.financial/S/AMD\">$Advanced Micro Devices(AMD)$</a> <v-v data-views=\"1\"></v-v> <a data-mention-id=\"TSM\" class=\"teditor-mention\" data-mention-name=\"Taiwan Semiconductor Manufacturing\" href=\"https://ttm.financial/S/TSM\">$Taiwan Semiconductor Manufacturing(TSM)$</a> <a data-mention-id=\"AAPL\" class=\"teditor-mention\" data-mention-name=\"Apple\" href=\"https://ttm.financial/S/AAPL\">$Apple(AAPL)$</a> and AMD benefit from each other. AAPL's deep pockets significantly fund new nodes at TSMC. First chips from a new node at TSMC are usually for the iPhone. Mobile chips are less demanding than CPUs and GPUs running in servers. So those mobile chips are great for initial production on a new node. Cutting edge node helps AAPL sell trendy iPhones. When everything is running smoothly TSMC can then refine the node further for higher power and performance needed by server chips. Volume of chips sold to AMD has a pretty long tail. This helps TSMC amortize the development expense of the node and get a better return on investment. AMD benefits from the reliability of the established node and lower cost. For TSMC. AAPL, and AMD it's win, win, win.</body></html>","text":"$Advanced Micro Devices(AMD)$ $Taiwan Semiconductor Manufacturing(TSM)$ $Apple(AAPL)$ and AMD benefit from each other. AAPL's deep pockets significantly fund new nodes at TSMC. First chips from a new node at TSMC are usually for the iPhone. Mobile chips are less demanding than CPUs and GPUs running in servers. So those mobile chips are great for initial production on a new node. Cutting edge node helps AAPL sell trendy iPhones. When everything is running smoothly TSMC can then refine the node further for higher power and performance needed by server chips. Volume of chips sold to AMD has a pretty long tail. This helps TSMC amortize the development expense of the node and get a better return on investment. AMD benefits from the reliability of the established node and lower cost. For TSMC. AAPL, and AMD it's win, win, win.","highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://ttm.financial/post/365934908436528","repostId":0,"isVote":1,"tweetType":1,"viewCount":275,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["TSM","AAPL","AMD"],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":695,"xxTargetLangEnum":"ORIG"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/365934908436528"}