### Comment:
&gt; TSMC reaching capacity and saying it will expand tells us to long amd and aapl. 
  
 If TSMC is at capacity AMD cannot increase their revenue and AMD will be extorted by TSMC going forward. 
  
 &gt; all profit margins 
  
 That's impossible. They are manufactured at TSMC.

### REPLY:
Exorted by tsmc? yeah, that's not how business work. 
  
 I guess paying for the facilities, people to  operate them, to upgrade them and eat the lost revenue if you don't use them to capacity is now pure profit? Sure, I guess I should buy some more intel stock as they are making so much fucking profit margin on their 10nm...

### END.