前言:随着Meta将部分芯片开发工作转移至联发科,以及谷歌引入联发科的设计支持,博通的技术护城河将受到侵蚀。而对在AI ASIC领域长期位居次席的Marvell而言,可能较博通更需忧虑。作者| 方文三联发科将拿下Meta 2nm ASIC芯片订单近日,博通长期以来在云端服务(CSP)市场的专用集成电路(ASIC)领域占据领先地位。然而,据X平台用户披露,联发科此番成功取代博通,赢得了Meta即将...
Source Link前言:随着Meta将部分芯片开发工作转移至联发科,以及谷歌引入联发科的设计支持,博通的技术护城河将受到侵蚀。而对在AI ASIC领域长期位居次席的Marvell而言,可能较博通更需忧虑。作者| 方文三联发科将拿下Meta 2nm ASIC芯片订单近日,博通长期以来在云端服务(CSP)市场的专用集成电路(ASIC)领域占据领先地位。然而,据X平台用户披露,联发科此番成功取代博通,赢得了Meta即将...
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