· 供应链分析

英伟达投资联发科,整合ASIC生态并确立标准以对抗博通。

涉及标的:

相关概念: ASIC 专用集成电路

中文翻译

今天,$NVDA 宣布向联发科投资 35 亿美元。看来英伟达正通过“结网”融入更广泛的 ASIC(专用集成电路)生态系统,从 $MRVL 到联发科。并让未来的生态系统与英伟达标准保持一致。(也许也是为了抵御 $AVGO)

英文原文

Today, $NVDA has announced a $3.5B investment into Mediatek. It appears Nvidia is "networking" itself into the broader ASIC ecosystem, from $MRVL to MediaTek. And have future ecosystems aligned with Nvidia standards. (maybe to fend off $AVGO as well) https://t.co/okdGKS51U3

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