P Equity Research ๐ฐ
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Research ๐ & News ๐๏ธ | Semis & Tech | Research & Discord: | China Tech Research:
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April 2023
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UBS: Nvidia's CoWoS allocation forecasted to drop from 60% in 2026E to 49% in 2027E. Google and AMD to see the largest increase.
$NVDA $GOOGL $AMD $TSM
