If I remember properly, ORCL is one of AVGO's potential ASIC

來源: verilog 於 2025-09-10 09:04:01 [] [博客] [舊帖] [給我悄悄話] 閱讀數 : (217 bytes)
回答: 如果miss 了ORCL 40%的漲幅 由 tutututu 於 2025-09-10 08:51:24

If I remember correctly, Oracle is one of AVGO's potential ASIC customers.

AVGO has 3 more potential ASIC customers, ARM/Softbank, Apple, and ORCL..., besides the current 4 hyperscaler customers

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