>I just hope AMD is a little more ambitious than they were and book way more 5nm capacity. They have been way too conservatives with their forecast on their CPU

>I just hope AMD is a little more ambitious than they were and book way more 5nm capacity. They have been way too conservatives with their forecast on their CPU side. I doubt they've been conservative. AMD has less than $6bn cash on hand. They're prepaying for stuff what they can afford, which they've said in statements totals $300-400MM at any given time. Apple can wire $6bn to TSMC tomorrow if they need to. AMD just can't play in that game. TSMC demanding tighter payment terms and more up front to reserve capacity is really not good for AMD.