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![D_K_Rajasekar Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::3674371694.png) DKR [@D_K_Rajasekar](/creator/twitter/D_K_Rajasekar) on x XXX followers
Created: 2025-07-25 11:26:04 UTC

@XYang2023 @mayorhardin Sure they will have 18A. At the same time AMD might be on a better than 18A node (say N2P ppa> 18A) in TSMC USA (because they mostly use n-1 or n-2 nodes). Now Intel is stuck on an inferior node & business disruption due to relying on Taiwan too.


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D_K_Rajasekar Avatar DKR @D_K_Rajasekar on x XXX followers Created: 2025-07-25 11:26:04 UTC

@XYang2023 @mayorhardin Sure they will have 18A. At the same time AMD might be on a better than 18A node (say N2P ppa> 18A) in TSMC USA (because they mostly use n-1 or n-2 nodes). Now Intel is stuck on an inferior node & business disruption due to relying on Taiwan too.

XXX engagements

Engagements Line Chart

Related Topics taiwan united states advanced micro devices stocks technology

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