DigiTimes· Lily Hess·· 4 小时前
联发科、Marvell、博通争夺 AI ASIC 供应至 2028 年
MediaTek, Marvell, Broadcom battle for ASIC supply through 2028
事实摘要
据业界消息，AI 专用集成电路（ASIC）市场的竞争将延续到 2028 年之后，联发科、博通与 Marvell 不仅争夺设计订单，也在争夺晶圆和先进封装等供应资源的稳定获取。报道未披露各家的具体产能规模与客户订单细节。
原文与核验
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正文 · 原文摘要
Competition in the AI application-specific integrated circuit (ASIC) market will extend beyond 2028, industry sources said, with MediaTek, Broadcom, and Marvell competing not only for design wins, but also for secure access to wafers, advanced packaging, substrates, and high-bandwidth memory (HBM). The effectiveness of their supply-chain partnerships will determine how much revenue each company can ultimately generate.
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来源：DigiTimes · digitimes.com