中文翻译
SemiAnalysis 那就错了。Benchmark 最初声称：“我们现在有高度把握认为，该公司已将亚马逊的 Trainium3 和 4 设计输给了其台湾竞争对手 Alchip。”大量媒体对此进行了报道。但在股价下跌 14% 后，Benchmark 在无人关注时悄悄收回了该说法，基本改口称：亚马逊增加了 Alchip 作为第二设计支持供应商。媒体的框架设定糟透了。
· 供应链分析
Benchmark 悄悄改口亚马逊芯片供应商，媒体误导严重。
英文原文
SemiAnalysis would be wrong then. Benchmark originally claimed: "We now have a high degree of conviction that the company has lost both Amazon's Trainium3 and 4 designs to its Taiwanese competitor, Alchip." Tons of media reported on that. But Benchmark silently walked that back after stock dropped 14%, when nobody was paying attention and basically said: Amazon added Alchip as second design support vendor. The media framing is atrocious.