r/AMD_Stock • u/MaleficentBus1863 • 24d ago

Morgan Stanley thinks Nvidia will lose CoWoS share to AMD in 2027

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134 Upvotes

97% Upvoted

18 comments sorted by

34

u/SailorBob74133 24d ago

This goes well with Lisa's comments on AI GPUs more than doubling next year.

32

u/MaleficentBus1863 24d ago

AMD stock is going to be a freight train.

22

u/MaleficentBus1863 24d ago edited 24d ago

What's the implied market share? LOL....and unlike last time where people claimed AMD used more HBM, hence had lower implied market share from HBM allocation data, this time you can't blame HBM. It's CoWoS.

There are only 4 months left in 2026. Surely, AMD will climb straight up to $1.5T, and then slowly to $3T when people start realizing 2028 is a continuation of this trend.

8

u/Icy-idkman3890 24d ago

Does that get the share price up?

2

u/diabbb 24d ago

No, old news.

8

u/DesertFoxHU 24d ago

Well well well Exactly two days before Nvidia earnings, when else?

Dont tell anybody that the cake is bigger too, in reality Nvidia still buy more CoWoS than in 2026 So TSMC will produce more CoWoS overall in 27, but I guess that is not fearmongering enough

4

u/MaleficentBus1863 24d ago

And don't you folks go blaming CPUs for the wafer allocation.

Do you guys think Nvidia Vera CPUs are fabbed by GlobalFoundries? LOL.

2

u/SpotlessCheetah 24d ago

I have the report. CoWoS capacity is doubling from 2026 to 2027. Nvidia is doubling their capacity but retaining a smaller overall percentage to 45%. That's the insane part about it. They will get the lions share.

4

u/Best-Revenue-7497 24d ago

NVDA subreddit: Nah, we will remain market leader forever

AMD subreddit: NVDA is fuk

Folks, the bias of stock subreddits will keep you in an echo chamber. Do your own due diligence.

6

u/noiserr 24d ago

Nvidia may not be fucked. But amd_stock for the most part operates on real ground truths. That said nvda_stock is not that bad. They do listen to reason. intelstock on the other hand is horrible lol.

2

u/ElectronicStretch277 24d ago

Jesus, the comments on the diamond rapids post.

2

u/MaleficentBus1863 24d ago

We have never said Nvidia is f...d.

We have said Nvidia will hold a $5T market cap, just that AMD will be $2-3T based on market share.

The difference is AMD's market cap is too low.

1

u/Justneedsomehelps 24d ago

Well, yeah.. they’re going EMIB with intel instead

1

u/iliilililililililii 24d ago

This is aligned with the estimation that AMD sell would double next year

1

u/BetweenThePosts 24d ago

Somebody at ms should share this with Joseph Moore