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