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@labubu_trader· 3X Long Labubu·· 5 小时前AI 评分64

MediaTek 将 TPU v9(Humufish)封装完全押注 Intel EMIB-T,多家券商研判产能与良率风险

RT high cagr: MediaTek has committed TPU v9 (Humufish) entirely to Intel’s EMIB-T with no CoWoS backup. Nomura: yields improve after fixing 2–3 key ...

AI 导读

转发内容称MediaTek将TPU v9(Humufish)的封装完全交给Intel EMIB-T,管理层在法说会否认有台积电 CoWoS 备援。

来源:@labubu_trader · x.com