### Comment:
Thank you for this.

### REPLY:
Buy AMD or INTC it doesn't matter because both are capacity constrained. TSMC is struggling w/ 7nm yield and INTC is sucking bc well they got lazy but they have more business lines and their own foundry. HP and Dell both bitched about Intel supply but struggle to sell AMD chips bc corporations and lots of consumers are trained to buy 'Intel inside'.

### END.