怪不得 博通 盤後還能漲幾塊錢,會不會在 ASIC 方麵 產生贏者通吃的局麵?

本帖於 2025-12-05 22:01:05 時間, 由普通用戶 verilog 編輯
Microsoft currently uses Marvell as a partner in designing its custom AI accelerators, known as the Maia chips.
 
Issues with Marvell: Reports suggest that the Marvell-designed project for Microsoft's next-generation (Gen3) Maia chips, code-named "Griffin," has run into significant problems.
 
Broadcom Discussions: Consequently, Microsoft is engaging in parallel discussions with Broadcom to potentially take over the design of future custom chips.
 
Microsoft Negotiates Broadcom Deal for Custom Azure AI Chips, Replacing Marvell
https://www.webpronews.com/microsoft-negotiates-broadcom-deal-for-custom-azure-ai-chips-replacing-marvell/?utm_source=chatgpt.com
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