Semiconductors Social Media and Updates
Semiconductors Social Media and Updates
The XPU is one part of what is now becoming a custom solutions approach (not just the compute ASIC) but @mediatek showing what they have been investing in across the custom solution stack. Hadn’t seen many of these details before. https://t.co/SjzRiF795u
In a supply chain world of constraints having a diverse supply chain and key partners gives customers higher confidence in execution. @mediatek showing that depth as an advantage for their datacenter efforts. https://t.co/OMAXc4kkPE
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
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.
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...
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
