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> Nvidia has a chokehold on the entire market. You're obviously not looking at expected forward orders for 2026 and 2027.
by onlyrealcuzzo 8mo ago
> Nvidia has a chokehold on the entire market.
You're obviously not looking at expected forward orders for 2026 and 2027.
- louiereederson 8mo agoI think most estimates have Nvidia at more or less stable share of CoWoS capacity (around 60%), which is ~doubling in '26.