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AMD was not a meme. If anything it was a proxy for TSMC doing well. The business case was apparent, and it happened: Intel apparently decided to get to their n
by perardi 6y ago
AMD was not a meme. If anything it was a proxy for TSMC doing well.
The business case was apparent, and it happened: Intel apparently decided to get to their next node using, I don’t know, a magnifying glass and a flashlight, they fell badly behind, and now AMD has an extremely solid position in the high-end enthusiast market, plus a plum spot in PlayStation and XBox sales.
- jboog 6y agoIt's always interesting how the great investments are always so obvious looking in the rear view mirror.