Neutral Stance on AMD Litigation Impact

3 months ago

Speaker

"Oh, yeah. So, it seems like a company called AIA suing AMD for infringement on technology that they're using for 3DV cache. For those that are not familiar, AMD has this pretty cool chip for the consumer market. I think overall the lawsuit as a long-term investor doesn't really worry me cuz new tools and new processes for hybrid bonding are coming out and some of those tools are just available through the manufacturer themselves. So it's not any form of IP infringement or anything like that."

The speaker discusses a lawsuit by AIA against AMD over 3DV cache technology. He downplays the litigation concerns by noting that evolving hybrid bonding tools mitigate the issue and maintains that the lawsuit represents more noise than a fundamental problem for long-term investors.

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