Dr Vinnie Boombatz(@halfblindmonkey):$AVGO negative read-through from JPM’s MediaTek note: JPM’s checks suggest MediaTek could overtake Broadcom in Google TPUv8 units in 2027 and become the primary vendor for TPUv9 in 2028. They also say they see no evidence of a competing Broadcom Pumafish project for 2028. JPM estimates Google saves ~43% per chip by moving from Broadcom’s fully integrated model to the MediaTek semi-CoT setup. Looks incrementally negative for $AVGO’s Google TPU share/content.

Dr Vinnie Boombatz

@halfblindmonkey

Blind monkey looking for a buck. Back-testing confirms I’m half right half of the time.

加入 April 2022

287 正在關注 2.3K 粉絲

Dr Vinnie Boombatz@halfblindmonkey

2026.08.31 09:32

$AVGO negative read-through from JPM’s MediaTek note: JPM’s checks suggest MediaTek could overtake Broadcom in Google TPUv8 units in 2027 and become the primary vendor for TPUv9 in 2028. They also say they see no evidence of a competing Broadcom Pumafish project for 2028. JPM estimates Google saves ~43% per chip by moving from Broadcom’s fully integrated model to the MediaTek semi-CoT setup. Looks incrementally negative for $AVGO’s Google TPU share/content.