---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/24481404.md"
description: "$AMD(AMD.US)$NVIDIA(NVDA.US)$Taiwan Semiconductor(TSM.US)As a StockPro of AMD, I haven't updated any related news for a long time. In fact, during this period, the StockPro has been gradually liquidating AMD. Yes, completely liquidated, including some NVDA bought near the all-time high, which has also been liquidated. Currently, in the semiconductor sector, only about 20% of TSMC is held.The main reason is that the computing power of H100 is already oversupplied, and the hardware costs have made AMD's 2-series cards very difficult, with their lifecycle basically over. The hardware costs are similar, but the ecosystem costs are inferior to CUDA, making this battle unwinnable. For Nvidia, the visibility of new card orders suggests the current boom can only last until the first half of next year, with significant uncertainty in the second half. Therefore, there is also uncertainty about how much of AMD's 3-series cards will be produced. Recently, there have been rumors that AMD is unprecedentedly cutting TSMC's CoWoS capacity—this is truly unprecedented. TSMC's advanced capacity has always been in high demand; it's usually TSMC cutting your orders, not the other way around. I personally speculate this is related to slowing demand. The reduction in NVDA holdings is for the same reason.In the long run, major data centers have clear computing power plans, which can be glimpsed from their power demands and infrastructure plans. However, the short-term marginal changes in supply and demand pose significant risks, so it's better to avoid this phase for now. Keeping some more stable TSMC positions for observation.Personal opinion, likely wrong—please judge wisely."
datetime: "2024-10-15T14:10:49.000Z"
locales:
  - [en](https://longbridge.com/en/topics/24481404.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/24481404.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/24481404.md)
author: "[晓风 morning_wind](https://longbridge.com/en/profiles/6620864.md)"
---

# $AMD(AMD.US)$NVIDIA(NVDA.US)$Taiwan Semiconductor(…


### Related Stocks

- [NVDA.US](https://longbridge.com/en/quote/NVDA.US.md)
- [TSM.US](https://longbridge.com/en/quote/TSM.US.md)
- [AMD.US](https://longbridge.com/en/quote/AMD.US.md)

## Comments (14)

- **Nowa Zhu · 2024-10-30T15:45:28.000Z**: Looking back at this article today, AMD's stock is godlike, code AMD.
- **棒棒哒sherry · 2024-10-29T23:59:40.000Z**: Luckily I didn't get greedy and sold AMD at 166 during earnings last night. Given the after-hours drop, what price would be good to buy back in?
- **吉姆哈克的交易员 · 2024-10-17T15:30:24.000Z**: Awesome
- **知麻 · 2024-10-16T06:15:29.000Z · 👍 4**: 算力过剩不存在的，我们做模型训练都是希望能放下的 batch 越大越好，能装下的模型越大越好，能 quantize 的效率越高越好。解决功耗和计算效率的 trade off 才是需要关注的重点
- **大宝宝 · 2024-10-16T03:11:35.000Z · 👍 1**: I'm planning to add another 150 shares of AMD.
- **躺平致富 · 2024-10-16T03:02:06.000Z**: Last night $ASML(ASML.US)'s earnings were just average.
- **邪恶小黑猫 · 2024-10-15T14:25:02.000Z · 👍 3**: 芯片股我只在 166 的时候买入了高通，，其他的仓位都进制药股了，感觉制药股抗风险能力强一点
  - **晓风 morning_wind** (2024-10-15T14:32:53.000Z): 美国药股最近可以。中钙药股要精挑细选。
  - **邪恶小黑猫** (2024-10-15T14:36:57.000Z): 买的就是美国的药股，刚好最近回调就买了
  - **劉sir** (2024-10-16T00:34:58.000Z): Any good recommendations?
- **長野原烟花店交易员 · 2024-10-15T14:13:43.000Z · 👍 8**: Hahaha, most likely wrong. StockPro tried their best to choose cautious words to cater to the heated sentiment.
  - **[已注销]** (2024-10-15T14:18:18.000Z): 为啥错
  - **長野原烟花店交易员** (2024-10-15T14:24:41.000Z): 我是说他在结尾反常规的自己说自己是大概率错误
- **全部赚回来 · 2024-10-15T14:12:10.000Z**: That makes sense, big shot. Thanks for sharing.