in postAVGAVGOSHORTFIRST CALL

“cancellation of Pumafish, we maintain our current view. We have not observed any progress regarding a restart of Pumafish from the supply chain side.”

Google's Pumafish cancellation (Broadcom's TPU v9 design win) removes a key AI revenue leg as MediaTek locks up Humufish and Triggerfish exclusively

AVGAVGOSHORT@ $377.20

$381.55-1.15%

since call Jun 23

peak +2.2%

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