P Equity Research 📰
@pequityresearch
Research 📃 & News 🗞️ | Semis & Tech | Research & Discord: | China Tech Research:
参加 April 2023
880 フォロー中 56.2K ファン
Rosenblatt: Broadcom's custom-ASIC market share in the TPU program expected to decline from ~80-85% to ~60-65% in FY27.
$AVGO
