GF Securities (Hong Kong) highlighted its view on major application-specific integrated circuits, or ASICs, volume and progress, while noting that it continues to like Marvell Technology (MRVL), MediaTek (MTK), and Intel (INTC) for the positive/intact outlook.
On Nvidia versus ASIC, analyst Henry To ensure this doesnât happen in the future, please enable Javascript and cookies in your browser
If you have an ad-blocker enabled you may be blocked from proceeding. Please disable your ad-blocker and refresh. Entering text into the input field will update the search result below Quick Insights Analyst believes Nvidia’s Vera Rubin Platform leads in performance, TCO, and supply chain, gaining share over competitors even as CSPs develop their own ASICs.
GF Securities favors Marvell Technology, MediaTek, and Intel for their positive outlook and participation in high-volume AI chip and packaging opportunities, especially tied to Google and Amazon projects. Analysts expect Marvell to benefit substantially from Google’s attach silicon (CXL, DPU, MPU) and Amazon’s Trainium projects, with Intel and ABF substrate suppliers gaining from advanced packaging needs in major AI ASICs