Insightful summary. All I would add is that Pat also said they had secured two new “compute-centric” 18A customers. I assume one of these will be Nvidia for its upcoming ARM based laptop CPU. Not sure who the other one will be though. Any thoughts?
No indication that it is NVIDIA - if there's something going on with Mediatek then no-ones asked whether that's a Mediatek driven product or an NV driven product. If the former, how'd they get NV IP - if the latter, why would NV care about such a low margin business.
I saw a comment somewhere that it could be IBM. However they've developed a deep partnership with Samsung and (in future) Rapidus. So we'll see.
Insightful summary. All I would add is that Pat also said they had secured two new “compute-centric” 18A customers. I assume one of these will be Nvidia for its upcoming ARM based laptop CPU. Not sure who the other one will be though. Any thoughts?
No indication that it is NVIDIA - if there's something going on with Mediatek then no-ones asked whether that's a Mediatek driven product or an NV driven product. If the former, how'd they get NV IP - if the latter, why would NV care about such a low margin business.
I saw a comment somewhere that it could be IBM. However they've developed a deep partnership with Samsung and (in future) Rapidus. So we'll see.
Really enjoyed your takes in "Final Thoughts" 👍🏼