Ray Wang
@rwang07
Analyst @SemiAnalysis_ / fundamental research on AI infra/semis.
"when your motivation runs low, your discipline takes over"
Joined February 2017
2.4K Following 32.3K Followers
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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