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Well I guess AMD is starting to fab at TSMC so this is not a big as deal as it sounds (although in $$ terms it certainly is).


Their IO chiplets are still produced by GloFo, who has been carving out a niche in IO. It's a good strategy for GloFo, as driving a signal for IO can safely stay on older process nodes, it doesn't scale as well as compute or memory with transistor density.




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