P Equity Research ๐ฐ
@pequityresearch
Research ๐ & News ๐๏ธ | Semiconductors & Tech | Sharing my knowledge & insights with the world ๐ | Deep dives, research, discord in my substack!๐| PMs Open ๐
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April 2023
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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
