Question Thought Leadership & AMD Vision - removed official AMD presentation

[511]

They can't. HPC is their only really growth driver so scaring the hoes there is a bad idea. They know it.

They have leverage though cause where would Nvidia/AMD go. Samsung good luck Intel conflict of interest.

 

[adroc_thurston]

They have leverage though cause where would Nvidia/AMD go

Intel.

Samsung good luck Intel conflict of interest.

Samsung is whatever but Intel could theoretically work.
No chance in hell TSMC would just let major customers go though.

 

[511]

No chance in hell TSMC would just let major customers go though.

Finally something we agree TSMC doesn't want any Major customers to move to IFS really.

 

[adroc_thurston]

Finally something we agree TSMC doesn't want any Major customers to move to IFS really.

Well yeah.
Who the hell likes losing business?