EP 123: Marvell ASIC TAM, ASIC Challenges Remain, More Semi 2.0
The Circuit
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Navigating the Challenges of Chip Design for Hyperscalers
This chapter delves into the intricate issues chip designers encounter when selling to hyperscalers, including long product cycles and data insufficiencies. It also highlights the ongoing relevance of GPUs in cloud settings amid the shift towards ASICs, while acknowledging the unpredictable nature of technological advancements.
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