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Some data:
1. NV has consistently held an 80% market share, but by 2025, the shipment volume of ASIC chips from Google and AWS is expected to reach between 3 to 4.5 million units;
2. By 2026, with the addition of Microsoft and Meta, the shipment volume of ASICs should surpass NV;
3. Marvell’s accelerated customized chips are projected to grow to $55.4 billion by 2028, with a CAGR of 53%; the fastest growth in the AI computing interconnect field.
One of the largest increments is in Meta’s MTIA ASIC strategy, with a roadmap to achieve V1 by the end of this year, V1.5 next year, and 2.0 the year after, ultimately featuring liquid cooling architecture, 40-layer PCBs, HBM3E, and CoWoS packaging. Benefiting stocks are primarily Taiwanese companies, while A-shares serve as a cushion, with advanced multi-layer PCB technology that matches the complex designs of Meta’s ASICs.
Report details: https://t.zsxq.com/kQceC
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