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![rwang07 Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::833295407182516224.png) Ray Wang [@rwang07](/creator/twitter/rwang07) on x 14.1K followers
Created: 2025-05-21 11:52:45 UTC

Morgan Stanley on Alchip and AWS Trainium 3: Separately, we reiterate Alchip’s position as sole supplier for AWS’s 3nm, see 3nm on schedule, while 2nm may kick off. We have double checked with the supply chain, and we are not aware of any other 3nm tape-out on the same project by any other design service provider. We suggest to accumulate Alchip stock here.


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