Macro_Lin
@LinQingV
Ex-quant & PM｜AI chip design｜Semis × Capital Markets｜Not Financial Advice
Joined February 2019
1.5K Following 55.1K Followers
MTK也在Serdes IP方面赶上来了。拥有顶级 SerDes IP 基本是承接云厂商CSP的AI ASIC 定制订单的入场券。这方面之前的玩家就是Broadcom， Marvell，还有被高通收了的Alphawave。
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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.
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