谈到存储器缺货大涨价，是否影响WiFi芯片客户拉货动能。许皓钧认为，DRAM涨幅由芯片客户自行 吸收，联发科不受影响，预期后续将以DDR4规格的DRAM为主要搭配WiFi芯片使用，短期仍未有升级 到DDR5规格的需求出现。 联发科表示，随着AI驱动与低延迟应用的持续快速增长，市场对极高可靠度的连线需求也达前所未有 的高峰。 虽然WiFi 8芯片仍须至少一年时间才有望问世，联发科对相关市场仍抱持稳定成长信心。许皓钧表示， 联发科WiFi 7芯片市占率逾三成，推估今年WiFi 7渗透率可望从去年的15％倍增到30％，且预期将有40 亿个装置升级需求，并带来整体110亿美元相关商机，联发科有望借此全面抢占WiFi 7市场，明年再由 WiFi 8芯片接棒。 法人分析，WiFi高规格芯片市场主要竞争者除了联发科之外，还有博通及高通等两大IC设计大厂，联 发科优势除了有手机庞大市场辅助外，还加上AI物联网、网通等市场支援，未来AI技术逐步落地到边 缘装置后，联发科有望抢食WiFi庞大商机。 联发科（2454）冲刺无线网路市场，副总经理暨智能联通事业部总经理许皓钧6日表示，今年WiFi 7渗 透率有机会比去年翻倍成长，联发 ...

Core Viewpoint - TP-Link's recent layoffs in its WiFi chip department reflect a strategic shift in response to competitive pressures in the WiFi chip market and a reallocation of resources towards emerging technology sectors like AIoT and edge computing [1][2]. Group 1: TP-Link Layoffs - TP-Link's WiFi chip department in Shanghai announced significant layoffs, completing the process within half a day, with a generous compensation package of N+3, exceeding the legal standard of N+1 [1]. - The layoffs primarily affected core positions in algorithm, validation, and design, with a focus on reducing investment in the development of WiFi front-end modules (FEM) [1]. - The decision to cut back on FEM development is likely linked to the production progress and cost control strategies for the upcoming WiFi 7 chips [1]. Group 2: Industry Context - The semiconductor industry is experiencing frequent layoffs, with Qualcomm's Shanghai wireless R&D department also undergoing significant cuts, including a 20% reduction in other departments [2]. - The layoffs at TP-Link included employees from a team that had previously transitioned from Qualcomm, highlighting the uncertainty in career paths within the tech industry [2]. - These events underscore the difficult decisions companies must make in response to market and technological challenges [2].