[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]  Mojo [@Mojo_flyin](/creator/twitter/Mojo_flyin) on x 3335 followers Created: 2025-07-23 22:54:54 UTC @hmph29759351 You are misunderstanding. $AMD are competing on too many fronts and this is going to hurt them. $TSM already raised prices for #Taiwan wafers in Q1. $AMD's costs across multiple fronts will keep rising while their relative competitive position vs $NVDA & $INTC is weakening. XXX engagements  **Related Topics** [nvda](/topic/nvda) [taiwan](/topic/taiwan) [$amds](/topic/$amds) [$tsm](/topic/$tsm) [$amd](/topic/$amd) [advanced micro devices](/topic/advanced-micro-devices) [stocks technology](/topic/stocks-technology) [taiwan semiconductor](/topic/taiwan-semiconductor) [Post Link](https://x.com/Mojo_flyin/status/1948154888044544247)
[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]
Mojo @Mojo_flyin on x 3335 followers
Created: 2025-07-23 22:54:54 UTC
@hmph29759351 You are misunderstanding. $AMD are competing on too many fronts and this is going to hurt them. $TSM already raised prices for #Taiwan wafers in Q1. $AMD's costs across multiple fronts will keep rising while their relative competitive position vs $NVDA & $INTC is weakening.
XXX engagements
Related Topics nvda taiwan $amds $tsm $amd advanced micro devices stocks technology taiwan semiconductor
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