'AMD To Secure Available CoWoS Packaging Capacity At TSMC' - DigiTimes Alert
Portfolio Pulse from Happy Mohamed
AMD's CEO Lisa Su is planning a visit to Taiwan in mid-July with a priority to secure TSMC's available CoWoS packaging capacity, as per industry sources.

July 06, 2023 | 4:31 pm
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POSITIVE IMPACT
AMD's CEO's visit to Taiwan to secure TSMC's CoWoS packaging capacity could potentially strengthen AMD's product offerings.
Securing TSMC's CoWoS packaging capacity could potentially enhance AMD's product offerings and manufacturing capabilities. This could lead to increased market share and potentially higher revenues, positively impacting AMD's stock in the short term.
CONFIDENCE 80
IMPORTANCE 70
RELEVANCE 100
POSITIVE IMPACT
AMD's interest in securing TSMC's CoWoS packaging capacity indicates a potential partnership between the two companies.
AMD's interest in TSMC's CoWoS packaging capacity could lead to a potential partnership between the two companies. This could result in increased business for TSMC, potentially boosting its revenues and positively impacting its stock in the short term.
CONFIDENCE 80
IMPORTANCE 70
RELEVANCE 100