03-23-2021, 09:17 PM
(03-23-2021, 08:51 PM)fenders53 Wrote: I was about half done building a TSM position. AMD doesn't fab chips. That takes big capital they don't have. The world needs more capacity. Coming out of a recession and scores of companies can't get chips. Auto companies with lines shut down etc. Seems crazy that could happen. 5G will make the shortages worse as more devices are in use. If semi stocks aren't a decent investment now we should just give up lol.
EDIT- if I am wrong about AMD please correct me. I was under the impression they spent 25 years trying to dethrone INTC because they had trouble competing with their ability to fab in mass qty before they forgot how to execute on the cutting edge tech.
AMD is the clear winner over INTC. I'm in the computer industry and actually build quite a few gaming PC's weekly. AMD chips are in high demand especially the AMD Ryzen 7 and radeon chips which is what I use. INTC has fallen way behind the industry in recent years. Things have changed in the industry which is why I own NVDA, AMD and TSM and nor INTC LOL. I won't get in specifics but this link shares a lot of my thoughts.
https://www.fool.com/investing/2020/09/3...-vs-intel/