Ming-Chi Kuo: Huatong's New Growth Momentum Comes from Huawei's Premium Phones and Amazon AI Servers

Ming-Chi Kuo recently said that Huawei Mate 60 Pro with 12-layer anvlaver HDI motherboard due to the better production yields of Huatong, so the proportion of shipments of about 50-60%, higher than the second supplier Founder. Mate 60 Pro shipments higher than expected 2H23 rose 20% to 6 million.

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