high cagr
@HiCagr
semis. never financial advice.
加入 January 2024
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Ohhh yeah
Morgan Stanley: We see the major customers of EMIB-M being Trainium3, upcoming Trainium 4 and its in-house server CPU. Average EMIB-T capacity is around 5kwpm in 2026, which we expect to further scale to 15-20kwpm in 2027 and 40-45kwpm in 2028.
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