# Mizuho

> Markdown twin of https://roboterminal.app/companies/mizuho · https://roboterminal.app/companies/mizuho.md

## On shared sources

- [AMD](https://roboterminal.app/companies/amd) (2)
- [Arm](https://roboterminal.app/companies/arm) (2)
- [Intel](https://roboterminal.app/companies/intel) (2)
- [Lumentum](https://roboterminal.app/companies/lumentum) (2)
- [META](https://roboterminal.app/companies/meta) (2)
- [STMicroelectronics](https://roboterminal.app/companies/stmicroelectronics) (2)
- [Tower Semiconductor](https://roboterminal.app/companies/tower-semiconductor) (2)
- [AXT](https://roboterminal.app/companies/axt) (1)
- [Broadcom](https://roboterminal.app/companies/broadcom) (1)
- [Coherent](https://roboterminal.app/companies/coherent) (1)
- [Credo](https://roboterminal.app/companies/credo) (1)
- [GlobalFoundries](https://roboterminal.app/companies/globalfoundries) (1)
- [Google](https://roboterminal.app/companies/google) (1)
- [IQE](https://roboterminal.app/companies/iqe) (1)
- [Micron](https://roboterminal.app/companies/micron) (1)
- [Milk Road Pro](https://roboterminal.app/companies/milk-road-pro) (1)
- [NVIDIA](https://roboterminal.app/companies/nvidia) (1)
- [Samsung](https://roboterminal.app/companies/samsung) (1)
- [SanDisk](https://roboterminal.app/companies/sandisk) (1)
- [SK Hynix](https://roboterminal.app/companies/sk-hynix) (1)
- [Sumitomo Electric](https://roboterminal.app/companies/sumitomo-electric) (1)

## Pulse

- [@pequityresearch on X](https://x.com/pequityresearch/status/2113271404728902136)
  Mizuho: TPU-related revenue could reach approximately $28B in 2026, $67B in 2027, and $100B in 2028, driving Google Cloud revenue estimates materially above consensus. $GOOGL
- [@pequityresearch on X](https://x.com/pequityresearch/status/2112259738583114141)
  Mizuho: Sandisk > NAND pricing is projected to remain solid through 2027E. > Major eSSD ramp driven by hyperscalers: META, GOOGL, and OCI. Acceleration in KV cache and AI SSDs expanding into 2027/28E.…
- [@pequityresearch on X](https://x.com/pequityresearch/status/2111457955795304523)
  Mizuho: We believe Jalapeño ramps in DecQ, 2027E potentially at ~1.9M units/1.3GW growing to ~7M+ units/5GW in 2028E, potentially becoming AVGO's 2nd-largest customer. $AVGO
- [@pequityresearch on X](https://x.com/pequityresearch/status/2109692069748830699)
  Mizuho: SiPho modules growing from 23 million in 2025 to 45M in 2026E (up 95% y/y), reaching ~188 million by 2029E. $TSEM $GFS $STM $LITE $COHR
- [@pequityresearch on X](https://x.com/pequityresearch/status/2109419524139454696)
  Mizuho: Nvidia's server CPU revenue could grow to ~$60 billion in 2028E, and start becoming a leader in the server CPU market in 2027E. $NVDA $ARM $INTC $AMD
- [@pequityresearch on X](https://x.com/pequityresearch/status/2109348052947394607)
  Mizuho: InP Supply > InP Substrate Bottleneck: InP substrate remains the tightest bottleneck in the supply chain, with Sumitomo Electric and AXT controlling approximately 85% of the market. > Capacity…
- [@pequityresearch on X](https://x.com/pequityresearch/status/2109316343786848720)
  Mizuho sees the possibility of tightness in InP supply lasting through 2028. $AXTI As of 9/25/26
- [@pequityresearch on X](https://x.com/pequityresearch/status/2109285641653805073)
  Mizuho: Tower Semiconductor is expected to continue holding its lead in Sipho foundry market share at 40+% through 2029, followed by STMicroelectronics. $TSEM $GFS $STM
- [@MilkRoadAI on X](https://x.com/MilkRoadAI/status/2107964111627940336)
  AI agents will trigger the largest CPU supercycle in history. Mizuho estimates agentic CPU sockets will surge from 1.3 million in 2026 to 16 million by 2030. Including head node processors, AI could d…

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Source: Roboterminal · https://roboterminal.app/companies/mizuho.md