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The market for custom ASICs is about to explode. Tech giants are tired of paying massive premiums for generic AI hardware. Whichever legacy player ($AMD, $INTC, $QCOM) or upstart that masters the 'custom chips-as-a-service' model is going to win big.
BenBajarin@BenBajarinAug 25
This is why so many companies are interested in custom ASIC design services. This is VERY aggressive, our model is not this high for MTK, but makes the point why there is upside for the likes of $QCOM $AMD $INTC all who also want a slice of that compute ASIC custom dollars. Via MS.