$NVIDIA(NVDA.US) invests in $Intel(INTC.US). $AMD(AMD.US) has already fallen. $Taiwan Semiconductor(TSM.US) theoretically will also face pressure. Overall, I think AMD is still not worth touching for now, and TSMC's impact shouldn't be too significant. The gap between the two fabs is too wide to be resolved overnight: buy more when TSMC drops further!
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