Analyst Zephyr argues TSMC may quietly prioritize AMD over Intel for advanced semiconductor foundry capacity allocation
Intel's EMIB packaging poses a direct threat to TSMC's CoWoS
Positive users see TSMC prioritizing AMD over Intel for foundry capacity as an inevitable AMD win or amusing development, while negative users dismiss the idea as irrelevant or label it customer betrayal that risks U.S. government backlash.
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@zephyr_z9 Don’t get me excited
@zephyr_z9 Venice isn't made in the US until 2028
@zephyr_z9 My Internal Plan is as follows📈
⬇️Details as follows
@zephyr_z9 My Internal Plan is as follows📈
⬇️Details as follows
@zephyr_z9 US govt would probably step in then
@zephyr_z9 My strategy plan.
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@zephyr_z9 They don’t do server CPUs for INTC so who cares?
@zephyr_z9 Well this guy was a clown during the 40 day war so idk
@zephyr_z9 How long would it take to nationalize a foreign company?
@zephyr_z9 Wtf dos that mean? Intel has its own foundry and builds its own chips 😂
@zephyr_z9 My strategy plan. .
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@zephyr_z9 $AMD has EFB all to themselves.
They developed this technology and fully own it.
Nvidia has to figure out how to get TSMC chips into Intel packaging.
@zephyr_z9 Yeah like who cares lmfao
@ns123abc intel outbidding tsmc on tools is the kind of wild timeline id actually believe now
amd being the real winner here feels inevitable tbh
@ns123abc the quiet part loud part framing is hilarious
tsmc swallowing that pill would be cinema
@zephyr_z9 They won't us government won't take to kindly to that! There is no quietly in this environment they'd be playing with fire!
@zephyr_z9 Doesn’t Intel have their own foundry ?
@ns123abc u heard that too huh intel throwing money at ASML while TSMC stuck playing defense
@zephyr_z9 I'm not saying it's not going to happen. I'm saying that will be considered as customer betrayal. And they always describe $TSM is built on customers trust. 😅
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