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![Mojo_flyin Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::57623453.png) 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.


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Mojo_flyin Avatar 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

Engagements Line Chart

Related Topics nvda taiwan $amds $tsm $amd advanced micro devices stocks technology taiwan semiconductor

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