MediaTek's Decade-Long Data Center XPU Efforts Unveiled
Getting into the guts of @MediaTek data center/custom XPU details but this slide is informative of market work they have been doing in this space since 2011. Expecting more details on SerDes, advanced packaging, fabric, and their networking capabilities. https://t.co/OWT2MbypXK
Supply Chain Memory Issues Set to Worsen Next Year
Came across some interesting things from supply chain friendlies on memory. And... Not going to get better anytime soon. Next year will be worse than this year.
Nvidia‑Marvell Tie‑up Could Lock Supply Chain via Custom XPU Racks
Per the $NVDA + $MRVL investment... I do wonder if this also opens the door to $NVDA selling CPU racks to custom XPUs made by $MRVL for hyperscale customers. Obvsiously, it does help them lock up more parts of the...
Memory Market Still On Track for $200 B
Will do a memory market update next week. But in the meantime. Nothing has changed since this report a month ago. Memory still on track to ~$200B https://t.co/QSHAd1OxK2