The Zhitong Finance App learned that Wedbush Securities said that Mewell Technology (MRVL.US) announced cooperation with Google this week to develop customized AI chips, further confirming that in the current environment, customized silicon chips have significant advantages. Matt Bryson, an analyst at Wedbush Securities, wrote in a research report to clients: “Overall, we don't think this result was completely unexpected. More importantly, we believe this series of news and rumors shows that in the current environment, companies with custom chip design capabilities and IP modules are in an advantageous position.
Zhitongcaijing · 2d ago
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The Zhitong Finance App learned that Wedbush Securities said that Mewell Technology (MRVL.US) announced cooperation with Google this week to develop customized AI chips, further confirming that in the current environment, customized silicon chips have significant advantages. Matt Bryson, an analyst at Wedbush Securities, wrote in a research report to clients: “Overall, we don't think this result was completely unexpected. More importantly, we believe this series of news and rumors shows that in the current environment, companies with custom chip design capabilities and IP modules are in an advantageous position.
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