P Equity Research đ°
@pequityresearch
Research đ & News đī¸ | Semiconductors & Tech | Sharing my knowledge & insights with the world đ | Deep dives, research, discord in my substack!đ| PMs Open đ
Joined April 2023
876 Following 55.8K Followers
UBS: TSMC's advanced packaging could sustain 65-70% share by 2030E, even if Intel ramps EMIB-T to support 24mn XPU dies or 6mn chipsets.
$TSM $INTC
