$AMD(AMD.US)Reviewed yesterday's surge, mainly due to a report from Wall Street analysts stating that AMD has successfully expanded its chiplet technology, which was previously not very successful, to the computing card sector, where Nvidia is also strong. It is said that MI450 will make significant progress because of this, and Nvidia has already learned about it and had to redesign the next-generation Rubin computing card to ensure continued absolute leadership.
Logically, there is no major issue, but is it too optimistic? Let's see if more sources come out. Overall, the sentiment and market atmosphere provide a good upward space. $Taiwan Semiconductor(TSM.US)$NVIDIA(NVDA.US)
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