Applied Micro Adopting TSMC 7nm FinFet Process Technology

[christopher]

"Today AMCC announced that it has adopted 7nm process technology from TSMC, the world's leading foundry, to enable AppliedMicro's innovative silicon products for cloud computing and networking applications."

finance.yahoo.com/news/appliedmicro-adopting-tsmc-7nm-finfet-120000785.html

[Admin]

The announcement was a little cagey about when this would happen and to which products this would apply, but I do see it as a net positive.

A superior process and partnership with TSMC will enable AMCC to, dare I say it, compete with INTC.

INTC is not just competing with technology, but is competing against ARM's superior business model.

AMCC could do it!

[christopher]

Here is the Motley Fools take on the recent announcement of 7nm process technology from TSMC:

I did not like what I read here, unless I read it wrong. I hate this! it is their opinion so we will have to see what CEO Gopi states or doesn't state!

www.fool.com/investing/2016/07/11/applied-micro-circuits-corporation-announces-use-o.aspx?source=yahoo-2&utm_campaign=article&utm_medium=feed&utm_source=yahoo-2

[Admin]

The article is fairly neutral. I would think that low-cost ARM chips would begin to garner some share at the low-end: it does not matter that AMCC and CAVM are not immediately competing with INTC at the high end. This is why I am looking for second quarter guidance of around $44M. This is not too much to ask. If it doesn't happen, I would like to ask, "When can we expect a sale?"