$AMD · Jose Najarro Stocks · 2026-10-30
由于AMD从台积电采购覆盖7nm至3nm制程的芯片，它可能避开Intel所面临的供应瓶颈；在台积电不受产能限制而Intel陷入困境的情况下，AMD或能卖出更多CPU、抢占市场份额，甚至可能提价——不过这一上行空间仍是一个开放的问题。
逐段跳播
AMD 从我认为的台积电7纳米一直到现在的3纳米，各种制程都用过。我们在7纳米见过他们，我相信我们在10纳米也见过他们，我们在5纳米、4纳米和3纳米都见过他们。所以我想说的是，AMD 可能不会有英特尔那种供应问题。
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.
如果英特尔在制造产线、产能利用率以及以色列晶圆厂方面都遇到这些供应瓶颈问题，而台积电没有，那这是否会让 AMD 真正卖出更多 CPU、获得更多市场份额，并有可能提高定价？
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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