摩根士丹利：全球科技-AI 供应链ASIC动态 -Trainium 与 TPU

1. AWS Trainium: it remains a global debate whether Marvell will win part of the Trainium3 business (link). At least our checks suggest that Alchip taped out the Trainium3 design back in February, and the wafers were already out in May. Charlie Chan thinks Alchip has a higher chance to win the 2nm Trainium4, which should be decided this summer. Astera Labs and Alchip just formed a partnership in connectivity chip design (I/O chiplets). We think that may help Alchip compete for next-generation XPU ASIC proje ...