[Morgan Stanley Estimates AMD EPYC Venice Shipments at 6.75 Million Units in 2027, 17% More Than Nvidia's Vera Processors]

Published: Jun 26, 2026 18:10

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Morgan Stanley released a research report, forecasting that production of EPYC Venice processors will reach 6.75 million units in 2027, about 17% more than Nvidia Vera's 5.75 million units. Toll processing side, Morgan Stanley estimates that TSMC's CoWoS packaging capacity will rise to 200,000 wafers per month in 2027, and Nvidia will remain the largest client for its advanced packaging.

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