Winning Google’s AI chip design business has not helped MediaTek with other ASIC clients, as Meta appears to have reconsidered, media report. Meta is now seen choosing Broadcom or Marvell. Meta originally favored lower-cost MediaTek for its 2nm AI inference chip, codenamed Arke. If MediaTek loses the project, it’s likely due to less experience in high performance computing ASIC design. 1/2 $Meta Platforms(META.US) $Alphabet(GOOGL.US) $Broadcom(AVGO.US) $Marvell Tech(MRVL.US) #mediatek #semiconductors
Source: Dan Nystedt
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