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in postSHORT
“a new CPU which is developed by MediaTek has been added to handle the workload switching between training and inference”
@jukan05
Broadcom missed Google's TPU v9 production timeline, with MediaTek winning the primary orders — a direct custom silicon revenue loss for Broadcom.
AVGOSHORT@ $385.08
$380.52+1.18%
since call Jun 23
peak +4.3%
in postLONG
“we are raising the life cycle volume expectations for Humufish + Triggerfish to 6-7 million units (up from 5 million)”
@jukan05
Google's TPU program is expanding faster than expected, with MediaTek now building its CPU and volume raised to 6-7M units, signaling deeper custom silicon control.
GOOGLLONG@ $352.95
$360.58+2.16%
since call Jun 23
peak +7.9%
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