P Equity Research 📰
@pequityresearch
Research 📃 & News 🗞️ | Semis & Tech | Research & Expert Calls: | China Tech:
参加 April 2023
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Mizuho: We believe Jalapeño ramps in DecQ, 2027E potentially at ~1.9M units/1.3GW growing to ~7M+ units/5GW in 2028E, potentially becoming AVGO's 2nd-largest customer.
$AVGO
