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AMD’s EPYC Venice To Outpace NVIDIA’s Vera CPUs With 6.75M Units by 2027, Morgan Stanley Says, as Zen 6 Eclipses a 5.75M Rival

Morgan Stanley projects AMD's Zen 6-based EPYC Venice server CPUs will reach 6.75 million units by 2027. This volume would exceed the 5.75 million units forecasted for NVIDIA's Vera CPUs. NVIDIA is expected to remain the largest customer for TSMC during this period.

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What changed

New shipment forecasts for AMD EPYC Venice and NVIDIA Vera CPUs for 2027 have been released.

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  1. Morgan Stanley Forecasts AMD EPYC Venice to Outpace NVIDIA Vera by 2027

    Morgan Stanley projects AMD's Zen 6-based EPYC Venice server CPUs will reach 6.75 million units by 2027. This volume would exceed the 5.75 million units forecasted for NVIDIA's Vera CPUs. NVIDIA is expected to remain the largest customer for TSMC during this period.

    What's confirmed:

    • Morgan Stanley expects AMD EPYC Venice shipments to reach 6.75 million units by 2027.
    • Morgan Stanley forecasts NVIDIA Vera CPU shipments at 5.75 million units by 2027.
    • NVIDIA is projected to remain the largest customer for TSMC in 2027.

    Still unconfirmed:

    • CoWoS demand is expected to reach 2.69 million units by 2027.
    confidence 90%