P Equity Research 📰(@pequityresearch):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. $INTC $AMZN

P Equity Research 📰

@pequityresearch

Research 📃 & News 🗞️ | Semis & Tech | Research & Expert Calls: | China Tech:

加入 April 2023

931 正在關注 64.8K 粉絲

P Equity Research 📰@pequityresearch

2026.10.08 14:10

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. $INTC $AMZN