AMD gaining TSMC 5nm capacity from Qualcomm/MediaTek contraction; theory validated. Intel losing supply advantage.
Smartphone shipments collapsed, driving Qualcomm/MediaTek TSMC order cuts. AMD captured that 5nm capacity, shifting supply dynamics vs Intel.
I’m glad my theory that AMD has been making a ton of older 5nm CPUs is being validated. via irrationalanalysis https://t.co/zzSRC4lQR4
| Horizon | Raw move | vs SPY |
|---|---|---|
| 1 day | +0.0% | +0.0% |
| 1 week | -8.2% | -8.2% |
| 1 month | +6.9% | +6.9% |
| 3 months | — | — |
| 6 months | — | — |