One finger in the throat and one in the rectum makes a good diagnostician - Sir William Osler
In the short term we agree, but not in the long term.
Sources close to Nvidia believe that ATI will start making chips in Dresden as soon as possible as AMD has a lot of wasted capacity in that fab and it could start practising with less complex chips.
Long term, TSMC will suffer as well as Nvidia and Intel from this AtiMD deal but we are talking about the rather distant future.
You can check the statement here and we managed to confirm it from a source close to the graphic company. ยต