We are having a fun day on PTT. A popular Taiwan BBS frequent by lot of real TSMC engineers.
One example, https://www.ptt.cc/bbs/Stock/M.1595925811.A.03E.html, people are poking fun with how only naive people(韭菜)believe the 5nm, 3nm cpu news.
We are having a fun day on PTT. A popular Taiwan BBS frequent by lot of real TSMC engineers.
One example, https://www.ptt.cc/bbs/Stock/M.1595925811.A.03E.html, people are poking fun with how only naive people(韭菜)believe the 5nm, 3nm cpu news.
The rumor is 180000 wafers for GPU next year, which is impossibly large. In comparison, AMD book 200000 wafers for all of their CPU, GPU, and PS5/XBOX cpu.
Maybe they can't do anything about it. I admit my knowledge of finance is limited. I've read about the SEC doing investigations after Elon Musk tweet for example.
But I do understand your cynicism on Taiwanese media. From the PTT link, I see one comment says,
> 現在放消息都會被當出貨文.....
Which translate to: Right now, whatever the news leak says, it's all believed [by people] to be a pump-and-dump story.