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I think the problem with this is they will just start using TSMCs process until they become competitive again? Let's face it they have the money to pay TSMC more than AMD do I'd guess.

How volume limited is TSMCs process?

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This is a very interesting question. With everyone fabbing at TSMC (amd, nvidia, apple, google?, amazon?, aspiring startups) I could see a bidding war for volume guarantees if there is a volume problem going forward. Some of these players have deeper pockets and margins than others.

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