---
type: "Topics"
locale: "zh-CN"
url: "https://longbridge.com/zh-CN/topics/34200426.md"
description: "$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!"
datetime: "2025-09-18T11:10:14.000Z"
locales:
  - [en](https://longbridge.com/en/topics/34200426.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/34200426.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/34200426.md)
author: "[晓风 morning_wind](https://longbridge.com/zh-CN/profiles/6620864.md)"
---

> 支持的语言: [English](https://longbridge.com/en/topics/34200426.md) | [繁體中文](https://longbridge.com/zh-HK/topics/34200426.md)


# $NVIDIA(NVDA.US) invests in $Intel(INTC.US). $AMD(…


### 相关股票

- [Taiwan Semiconductor (TSM.US)](https://longbridge.com/zh-CN/quote/TSM.US.md)
- [AMD (AMD.US)](https://longbridge.com/zh-CN/quote/AMD.US.md)
- [NVIDIA (NVDA.US)](https://longbridge.com/zh-CN/quote/NVDA.US.md)
- [Intel (INTC.US)](https://longbridge.com/zh-CN/quote/INTC.US.md)
- [INTEL-T (04335.HK)](https://longbridge.com/zh-CN/quote/04335.HK.md)

## 评论 (23)

- **闻着味就来了 · 2025-09-18T15:11:03.000Z**: nb
- **Golden finger · 2025-09-18T14:56:01.000Z**: Visionary
- **桃李春风 · 2025-09-18T12:16:52.000Z**: With TSMC and Broadcom's factories supporting, it's indeed a good opportunity to buy the dip, build positions in batches
- **Ringo穩穩賺 · 2025-09-18T12:12:35.000Z**: Sold the bottom and then it started to rise😭
- **知行合一再投资 · 2025-09-18T11:34:37.000Z · 👍 1**: Buy more when TSMC drops significantly, preferably more than -4%
  - **巴韭特(￣_,￣ )** (2025-09-18T11:37:30.000Z): Add before market or after market open
  - **知行合一再投资** (2025-09-18T11:41:30.000Z): If it falls a lot pre-market, you can add; if it's little, wait for the opening
- **ScoW · 2025-09-18T11:31:41.000Z**: Why did Broadcom drop? I don't get it.
- **zzx1012 · 2025-09-18T11:19:01.000Z**: What impact does it have on Broadcom?
  - **晓风 morning_wind** (2025-09-18T11:20:06.000Z): None
- **晓风 morning_wind · 2025-09-18T11:18:59.000Z · 👍 4**: It's hard to say at once, whether it's for $AMD(AMD.US) (investing in Intel to mess with CPUs) or for $Taiwan Semiconductor(TSM.US) (to break free from single-supplier dependency). I lean towards the former, wanting to mess with TSMC, and immediately their production capacity will go haywire.
  - **uou** (2025-09-18T11:41:41.000Z): It feels like political factors are involved. If the US wants to get rid of TSMC, they'll have to start with Intel.
  - **Erich Hartmann** (2025-09-18T11:56:53.000Z): If 3nm can be solved by just throwing some money at it, then is Samsung a clown? 5 billion is neither too much nor too little. Don't forget that Intel is also a major player in chip design and manufac
  - **高买低卖的韭菜** (2025-09-18T12:10:46.000Z): TSMC's chip manufacturing process is about 3 years ahead of its peers
- **美式不加糖 · 2025-09-18T11:15:33.000Z**: It only dropped two points😂, doesn't seem like a big deal
  - **CANDY-BABY77** (2025-09-18T12:35:43.000Z): Five points
- **王哪跑啊 · 2025-09-18T11:15:17.000Z**: Why is the gap between AMD and NVIDIA so big today?
- **KK全球α · 2025-09-18T11:13:06.000Z**: It makes more sense for AMD to spin off its fab business.
  - **engineer** (2025-09-18T12:25:35.000Z): It was dismantled n years ago, global foundry.
- **忌贪忌躁忌赌落袋为安 · 2025-09-18T11:11:45.000Z · 👍 1**: Alright, bro. Keep an eye on TSMC tonight.
- **Frank · 2025-09-18T11:10:48.000Z**: Agree...