No, AMD won't absorb Nvidia's TSMC cuts — analyst warns of chain-reaction cancellations
SumitGup · x · 2026-11-11
Responding to reports that Nvidia may cut TSMC orders, AllVentured argues AMD and ASIC vendors won't pick up the slack: today's massive orders stem from scarcity-driven hoarding, and once fab oversupply is clear, everyone will cancel unneeded orders too.
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