迈威尔科技(MRVL.US)与谷歌(GOOGL.US)达成定制AI芯片合作，Wedbush：定制硅“具备显著优势”

智通财经08-21 21:25

【迈威尔科技(MRVL.US)与谷歌(GOOGL.US)达成定制AI芯片合作，Wedbush：定制硅“具备显著优势”】智通财经APP获悉，Wedbush Securities表示，迈威尔科技(MRVL.US)本周宣布与谷歌合作开发定制AI芯片，进一步印证了在当前环境下，定制硅芯片具备显著优势。Wedbush Securities分析师Matt Bryson在给客户的研报中写道：“总体而言，我们认为这一结果并非完全出乎意料。更重要的是，我们认为这一系列消息和传闻表明，在当下环境中，具备定制芯片设计能力及IP模块的公司处于有利地位。

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