Jose Najarro Stocks on $AMD (Oct 30, 2026)
Because AMD buys from TSMC across 7nm to 3nm nodes, it may avoid the supply bottlenecks Intel faces; with TSMC unconstrained while Intel struggles, AMD could sell more CPUs, gain market share and possibly raise prices, though that upside is posed as an open question.
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Uh AMD has used them for everything from I think a TSMC 7 to TSM to to 3 nanometers right now. We've seen them in the 7 nanometers. I believe we've seen them in the 10 nanometers.
We've seen them in the five four nanometers in the three. So what I'm saying is AMD might not have the same type of supply issues as Intel.
If Intel seeing all these issues in the supply bottleneck from their manufacturing line from utilizations from the foundry in Israel, TSMC is not. And is that going to allow AMD to really sell more and more CPUs, gain more market share, and potentially increase the pricing?
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