Bloomberg reports that AMD, Global Foundries, and TSMC are all benfiting from a bitcoin equipment boom. Radeon prices are through the roof, but that is likely due to litecoin much more than bitcoin now that asics often time fabbed at Global Foundries have hit the scene. Bitcoins have hit a high today of just under 1,100 according to MTGox.
Bitcoins currently trade for about $875 each on the Mt.Gox exchange, up from about $13 a year ago. As their value surged, digital prospectors have rushed to create more of the digital money, boosting the market for high-powered machines, some of which cost more than $20,000 apiece. Taiwan Semiconductor, AMD and GlobalFoundries make many of the chips in these machines, according to Gil Luria, an analyst at Wedbush in Los Angeles.