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onlyrealcuzzo
5 months ago
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GPT‑5.3‑Codex‑Spark
> Nvidia has a chokehold on the entire market.
You're obviously not looking at expected forward orders for 2026 and 2027.
louiereederson
5 months ago
[–]
I think most estimates have Nvidia at more or less stable share of CoWoS capacity (around 60%), which is ~doubling in '26.
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You're obviously not looking at expected forward orders for 2026 and 2027.