怪不得 博通 盘后还能涨几块钱,会不会在 ASIC 方面 产生赢者通吃的局面?

来源: 2025-12-05 21:58:26 [博客] [旧帖] [给我悄悄话] 本文已被阅读:
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