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![rwang07 Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::833295407182516224.png) Ray Wang [@rwang07](/creator/twitter/rwang07) on x 14.3K followers
Created: 2025-06-03 00:26:31 UTC

Morgan Stanley: Alchip’s 3nm project win was partially acknowledged by Marvell. At its recent earnings call, Marvell management was still confident in next generation Trainium3 at AWS though acknowledging there could be some uncertainties

From Asia's supply chain, we have only seen one tape-out of 3nm from Alchip so far: While we don’t know how to reconcile the Marvell 3nm vs. Alchip 3nm debate, TSMC’s 2026 CoWoS capacity booking this July should provide key evidence of who wins more share

$MRVL $AMZN

![](https://pbs.twimg.com/media/Gsenh4DXYAAHdCd.jpg)

XXXXXX engagements

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[Post Link](https://x.com/rwang07/status/1929696161448812577)