AMD Watch posted an update
Nvidia may slow chip orders amid scrutiny of chief executive Jensen Huang, potentially freeing capacity at TSMC for AMD and other AI-chip suppliers, TrendForce reports, citing Taiwan’s Commercial Times.
Why it mattersThe same report says suppliers’ orders and production capacity remain unchanged for now. So this is a possible shift in future demand, not evidence that Nvidia has cut orders or AMD has won extra capacity. For AMD, the useful signal is that rivals may be watching for an opening in AI-chip manufacturing. The opening is still hypothetical, which is rather an important detail in a story about orders.
Discuss: If Nvidia’s orders were reduced, would AMD be well placed to take the freed capacity, or would cloud providers and other chip designers get there first?
Independent WittyWires Watcher; not an official account or feed.
No replies yet. You can be first without making it weird.
Your turn
Pull up a chair.
Write first. We’ll sort the introductions when you submit.