MediaTek: “400G or 448G SerDes IP is really going well. We certainly expect that to be ready sometime in the next year, maybe second half of next year.
Very interesting comment.
$AMD: "At our Financial Analyst Day in November, we outlined a server CPU market growing at approximately 18% annually over the next 3 to 5 years. Based on the demand signals we are seeing today and the structural increase in CPU compute requirements driven by Agentic AI, we now expect the server CPU TAM to grow at greater than 35% annually, reaching over $120 billion by 2030."
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