【摩根士丹利预估2027年AMD EPYC Venice出货675万颗 超英伟达Vera处理器17%】摩根士丹利发布研报,预估2027年EPYCVenice处理器产量将达到675万颗,高于英伟达Vera的575万颗,多出约17%。在代工方面,摩根士丹利预估2027年台积电CoWoS封装产能预计升至每月20万片晶圆,英伟达依然是其先进封装的最大客户。
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