文学城论坛
+A-

Google puts two generations of TPU order to Mediatek

tutututu 2025-12-15 10:35:17 ( reads)
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

跟帖(3)

verilog

2025-12-15 11:24:24

谷歌本来就有两个版本，V7P(performance) for AVGO, V7E(economy) for 联发科

tutututu

2025-12-15 11:30:53

the point is there is no fundamental moat between *P and *E

verilog

2025-12-15 11:41:18

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