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P Equity Research ๐Ÿ“ฐ
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Research ๐Ÿ“ƒ & News ๐Ÿ—ž๏ธ | Semis & Tech | Research & Expert Calls: | China Tech:
๊ฐ€์ž… April 2023
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Bernstein: AMD Helios Rack BoM is estimated to be ~$7.2 million, of which 50% comes from the GPU alone. $AMD