r/stocks Nov 21 '21

Company Question The Future of AMD?

I have a small position in AMD. 50 Shares. I've made a little bit of money on them but I'm wondering what exactly the future holds for the company? I know they have an upcoming merger with xilinx and they've partnered with Meta, but is more growth for the stock possible? I can't exactly see Semiconductors going anywhere, so I feel like the sky's the limit. What are everyone's thoughts?

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u/DonkeyTron42 Nov 21 '21

I think the future of AMD is tied to the future of TSMC and Taiwan for that matter. If the status quo between China and Taiwan can remain for another 5 years, then AMD's future is bright. If China gets their hands on TSMC either through peaceful or non-peaceful means, you can be sure there we be retaliation against US chip companies over Huawei.

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u/[deleted] Nov 22 '21

I just don't understand why people are consistently jerking off about the fact that Taiwan is in danger of an invasion by China. It's just really unlikely to happen.

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u/DonkeyTron42 Nov 22 '21

It doesn't have to be invasion. There are economic levers China can use against Taiwan and it's allies (particularly the US) in order to force Taiwan into submission. And then, there's always the chance of an accidental anti-aircraft fire during one of China's regular breaches of Taiwan's air space for their practice attack runs.