Zephyr
@zephyr_z9
AI & Chips | Not Investment Advice | DYOD
加入 August 2023
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"We expect the shift to 3D for Nvidia Feynman, AWS Trainium, and Google V9 (Broadcom).
Capacity Surge: We forecast TSMC SoIC capacity to be 15KPM and 35KPM by end of 2026 and 2027."
Music to my ears
# 3D Packaging & **Onto Innovation (ONTO TP $397) Note
* **Outlook:** 2026 revenue guided at **$1.3bn**; capacity supports **$2bn** by 2027.
### **3D Packaging Trend** We expect the shift to 3D for Nvidia Feynman, AWS Trainium, and Google V9 (Broadcom).
* **Capacity Surge:** We forecast TSMC SoIC capacity to be 15KPM and 35KPM by end of 2026 and 2027.
* **Tools:** **G5/3Di** tool shipments expected to jump from ~30 units in 2026 to >100 units in 2027.
#ONTO#
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