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Macro_Lin
@LinQingV
Ex-quant & PM|AI chip design|Semis × Capital Markets|Not Financial Advice
加入 February 2019
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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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