Morgan Stanley estimates that AMD EPYC Venice will ship 6.75 million units in 2027, surpassing NVIDIA Vera processors by 17%
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```htmlGolden Ten Data reported on June 26 that Morgan Stanley released a research report estimating that in 2027, the production of EPYC (霄龙) Venice processors will reach 6.75 million units, higher than NVIDIA Vera’s 5.75 million units, about 17% more. In terms of foundry, Morgan Stanley predicts that in 2027, TSMC’s CoWoS packaging capacity will rise to 200 thousand wafers per month, with NVIDIA remaining its largest customer for advanced packaging.```
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