Google puts two generations of TPU order to Mediatek

https://technode.com/2025/12/15/mediatek-reportedly-secures-major-orders-for-two-generations-of-google-tpus/     ASIC business is narrow moat low margin. With time elapse, huge uncertainty on AVGO as more competition could come from MRVL and QCOM

所有跟帖： 

• 谷歌本来就有两个版本，V7P(performance) for AVGO, V7E(economy) for 联发科 -verilog- ♂ (300 bytes) () 12/15/2025 postreply 11:24:24

• the point is there is no fundamental moat between *P and *E -tutututu- ♂ (136 bytes) () 12/15/2025 postreply 11:30:53

• 如果没有 moat, 为啥要两个版本？在没有竞争的情况下，就无所谓，如果有竞争，就更需要 V7P、V8P -verilog- ♂ (0 bytes) () 12/15/2025 postreply 11:41:18