Chris Spears

Costa Rica Real Estate - Reserva Conchal Golf

[Chris Spears @TamarindoChris]

@HeroDividend Updated and corrected. Enjoy

[Chris Spears @TamarindoChris]

@TradingThomas3 Updated with corrected dates

[Chris Spears @TamarindoChris]

@brewmarkets @WallStHorizon Updated. Enjoy

[Chris Spears @TamarindoChris]

@Anoldoldwooden @brewmarkets @WallStHorizon Updated. Enjoy

[Chris Spears @TamarindoChris]

@nikoliasgoninus @Beth_Kindig You are right, I don’t have any special insight. Just skeptical. AMD is not going to get allocation from TSMC that both Apple and Nvidia want.

[Chris Spears @TamarindoChris]

@treasureh8nter I am very skeptical of this. AMD depends on the allocation they received from TSMC. Nidia and Apple want all of TSMC’s allocation. I doubt very seriously that AMD can grow in any meaningful way.

[Chris Spears @TamarindoChris]

@nikoliasgoninus @Beth_Kindig I am skeptical. NVIDIA & Apple want all the extra allocation from TSMC. I am skeptical that AMD can get any meaningful increase. I suspect that is why Lisa is talking with Samsung

[Chris Spears @TamarindoChris]

@IntelBull_ Intel cannot sign a foundry customer. They have 50% more demand than they can satisfy. So, the math doesn’t math. Not possible to sign external foundry client

[Chris Spears @TamarindoChris]

@IntelBull_ @IntelBull_ I think one detail needs to be factored in to this analysis: INTEL Cannot satisfy the demand from its own customers. It has an additional 50% demand. So, unless math does not math, it is an impossibility to have an external foundry customer.

[Chris Spears @TamarindoChris]

@awakenowzone @Noobverest This is the correct reasoning. AMD allocation at TSMC is fixed. They can’t have any additional CPU’s no matter what AMD is willing to pay. Intel on the other hand…. Has foundries:)

[Chris Spears @TamarindoChris]

@alfredosoto According to ai, AMD is only being granted 5 to 7% maximum allocation from TSMC. Nvidia and Apple get preferential treatment. AMD cannot get any additional allocation because Nvidia and Apple want all of it.

[Chris Spears @TamarindoChris]

@nikoliasgoninus @Beth_Kindig According to ai, AMD is only being given 5-7% of TSMC allocation, can’t be increased, because Nvidia and Apple want all of it. Apple and Nvidia get preference- not claiming to be smart, just asking questions.

[Chris Spears @TamarindoChris]

@JorgeFranc97ko @Beth_Kindig I don’t think this is accurate. AMD is Very constrained by the allocation that TSMC gives them. They can’t pickup any slack. There production is fixed. Can’t increase. AMD is a chip designer, Intel is a foundry and can fabricate.

[Chris Spears @TamarindoChris]

@ALPHABIGDOG2 @Beth_Kindig I don’t think this is accurate. AMD is Very constrained by the allocation that TSMC gives them. No reason to call Lisa, amAMD and its production is fixed. Can’t increase. AMD is a chip designer, Intel is a foundry and can fabricate.

[Chris Spears @TamarindoChris]

@jiLLzWorth @Beth_Kindig I don’t think this is accurate. AMD is Very constrained by the allocation that TSMC gives them. They can’t eat the overflow. There production is fixed. Can’t increase. AMD is a chip designer, Intel is a foundry and can fabricate.

[Chris Spears @TamarindoChris]

@nikoliasgoninus @Beth_Kindig I don’t think this is accurate. AMD is Very constrained by the allocation that TSMC gives them. They can’t pickup any slack. There production is fixed. Can’t increase. AMD is a chip designer, Intel is a foundry and can fabricate.

[Chris Spears @TamarindoChris]

@Quez_Fame @Beth_Kindig @reynosismo_ I don’t think this is accurate. AMD is Very constrained by the allocation that TSMC gives them. They can’t pickup any slack. There production is fixed. Can’t increase. AMD is a chip designer, Intel is a foundry and can fabricate.

[Chris Spears @TamarindoChris]

@imnotharsh @imnotharsh not possible, AMD can only sell what TSMC can fabricate. TSMC allocation to AMD is very constrained. Intel has its own fabs. Supply is growing fast!

[Chris Spears @TamarindoChris]

@IntelBusiness So excited to see what is going to be shown! Go #INTC

[Chris Spears @TamarindoChris]

@jukan05 @iammoai1 From my investigation, Intel has no allocation to provide to AMD. Intel cannot satisfy the demand for its own chips. Intel is using all of its own capacity for its own chips.