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alashgr
alashgr
#AMDQ3HeliosRevenue Morgan Stanley is cutting $AMD's GPU demand forecast by 43.3%, from 14.1M to 8M units. The forecast spans from 2026 through 2030 and was just released a few days ago. Would be curious if anyone knows the *why* behind this significant of a cut? Lisa Su was just in Taiwan talking about significant demand, so much that it was tough to keep up.

Miễn trừ trách nhiệm: Nội dung OKX Orbit chỉ để tham khảo. Tìm hiểu thêm

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