Intel Corp (INTC)

[tatertot]

But surely you do not disagree with the original claim that TSMC wins over GloFo are bad for AMD and good for Intel?

EDIT for Elmer:

(out of posts for today)

I mean other third-party wins going to TSMC over GloFo, not AMD deciding where to have its parts made. Say, nVidia for example. To the extent that GloFo cannot get additional non-AMD business, it is bad for them (hence bad for AMD CPUs), and therefore good for Intel.