IP 设计服务展望：2026 年 ASIC 市场动态
2025-05-22 05:50
May 20, 2025 IP/Design service outlook ASIC market dynamics into 2026 ◆ AWS, Google, META ASIC update AWS, Google, META ASIC update For AWS, Trainium 3 issues were solved, and it continues to book orders with downstream suppliers. After the last check of Trainium 3 test chip, we expect AWS to sign the contract of Trainium 4. Considering the new technology adoption, the actual work of Trainium 4 project has already begun. For Google, the progress on Broadcom's side has been steady from TPU v6, v7, to v8. The ...