Call · @mar364503 · #327 on the leaderboard
@mar364503
@mar364503 · Tue, Aug 4
MQ@Mar364503DC CPU demand remains strong. The only reason to explain this is $AMD losing market shares to $INTC and had less new CPU sales than $INTC. Why? Because $INTC can allocate wafer supply to sever CPUs when needed, while $AMD has to beg TSMC31d agoview on X ↗
DC CPU demand remains strong. The only reason to explain this is $AMD losing market shares to $INTC and had less new CPU sales than $INTC. Why? Because $INTC can allocate wafer supply to sever CPUs when needed, while $AMD has to beg TSMC
tweeted Tue, Aug 4 · counted from Wed, Aug 5 close
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Exit AMD · Medium confidence
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