$Arm Holdings (ARM.US)$ It is said that Taiwan's MediaTek wi...
It is said that Taiwan's MediaTek will develop CPU and GPU chips dedicated to servers using the ARM architecture, and manufacture them with TSMC's 3-nano process. The plan is to complete the design in the first half of next year, target the hands of Microsoft, Google, Meta, etc., and make the server business a new focus area for MediaTek. Small shipments will begin in the second half of next year, and there is a possibility of mass production in 2026.
In the current server market, Intel is 70% or more, and AMD accounts for about 20%, but it seems that MediaTek is aiming for a 5% share in the server processor market. MediaTek is the world's 5th largest fabless semiconductor company active globally
In the current server market, Intel is 70% or more, and AMD accounts for about 20%, but it seems that MediaTek is aiming for a 5% share in the server processor market. MediaTek is the world's 5th largest fabless semiconductor company active globally
I think it would be difficult for Intel and AMD's x86 players to compete against Qualcomm and Mediatek with ARM in notebook PCs and data centers
If we lose half of the share of data center CPUs in 2030, what will happen in terms of sales
If we lose half of the share of data center CPUs in 2030, what will happen in terms of sales
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