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![rwang07 Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::833295407182516224.png) Ray Wang [@rwang07](/creator/twitter/rwang07) on x 14.2K followers
Created: 2025-07-03 01:45:05 UTC

Morgan Stanley: we are confident that Alchip
is the ONLY SOURCE for ( $AMZN) Trainium3 XPU and will start small production at the end of 2025.

*read this few days ago but forgot to share, sorry.

![](https://pbs.twimg.com/media/Gu5Z6QoWAAA7sco.jpg)

XXXXXX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1940587569697509382/c:line.svg)

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[Post Link](https://x.com/rwang07/status/1940587569697509382)