unlike huge moat for NVDA GPU/CUDA, without SW stack, the moat for ASIC is narrow, MRVL, QCOM, MTK can catch up easily
without SW support, how to deploy ASIC in large scale?
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ASIC is customized to gain the best performance of specific
-MarieAMare36-
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09/10/2025 postreply
10:01:18
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I used to think so, too. But I change my mind now.
-verilog-
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09/10/2025 postreply
10:33:10