联发科的“我命由我不由天”:上打博通,下踩高通

少数派观点局
Yesterday

联发科(MediaTek)正以迅猛之势攻入算力ASIC芯片领域,成为搅动格局的“黑马”。作为一家传统上以手机SoC芯片闻名的台企,联发科此前坚决转向算力ASIC芯片业务的决策正在迎来奖赏。这直接挑战了行业巨头博通(Broadcom)和高通(Qualcomm)的核心利益。博通在定制AI芯片领域的霸主地位面临蚕食(甚至商业模式和业务结构都会被颠覆),而高通的手机芯片业务和AI转型则遭遇了老对手的强势...

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