[Morgan Stanley: AMD EPYC Venice Shipments Estimated at 6.75 Million Units in 2027, Surpassing NVIDIA Vera Processors by 17%] According to a report by Jinse Finance on June 26, Morgan Stanley released a research report estimating that the production of EPYC (Rome) Venice processors will reach 6.75 million units in 2027, exceeding NVIDIA Vera's 5.75 million units by approximately 17%. In terms of foundry services, Morgan Stanley predicts that TSMC's CoWoS packaging capacity will increase to 200,000 wafers per month by 2027, with NVIDIA remaining its largest customer for advanced packaging.