$2360.TW: Bernstein maps a 2027 CPU and GPU testing ramp Bernstein expects Chr… · @LIWEI_TWCapital · TwKit

@LIWEI_TWCapital

$2360.TW: Bernstein maps a 2027 CPU and GPU testing ramp Bernstein expects Chroma ($2360.TW) to see 2027 system-level testing demand from $GOOGL/ $MRVL inference projects and $NVDA’s Vera CPU. It also forecasts Rubin Ultra GPU testing to ramp in 2H27. That gives $2360.TW several potential program ramps to track, rather than a single AI-chip catalyst

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