I'm excited to see this play out. I think there's a real market in the area between "I'm stretching the limits of FPGA" and "I'm not big enough to justify custom ASIC".
"the company’s 14nm offerings are obviously tied to Globalfoundries given the close history the team has had with the foundry in the past. Current and next-generation designs are developed for TSMC’s 7 and 5nm nodes *Although the company didn’t directly name TSMC, the insinuation was obvious)"
If you assume that their 14nm offerings are tied to GloFo you can apply the same logic and conclude that <10nm offerings are tied to Samsung "given the close history the team has had with the foundry in the past".
In this world it's about software leveraging the hardware. NM conversations are useful, but also silly to compare 14nm & 7nm. These chips are paid for in software creation. The difference between $50 a chip and $65 a chip are empty when the end customer pays $2-25,000 for a card.
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jjthejetphan - Monday, July 27, 2020 - link
I'm excited to see this play out. I think there's a real market in the area between "I'm stretching the limits of FPGA" and "I'm not big enough to justify custom ASIC".Arsenica - Monday, July 27, 2020 - link
"the company’s 14nm offerings are obviously tied to Globalfoundries given the close history the team has had with the foundry in the past. Current and next-generation designs are developed for TSMC’s 7 and 5nm nodes *Although the company didn’t directly name TSMC, the insinuation was obvious)"If you assume that their 14nm offerings are tied to GloFo you can apply the same logic and conclude that <10nm offerings are tied to Samsung "given the close history the team has had with the foundry in the past".
anonomouse - Monday, July 27, 2020 - link
Their 14nm custom ASIC briefs explicitly call out GlobalFoundries.hehatemeXX - Monday, July 27, 2020 - link
In this world it's about software leveraging the hardware. NM conversations are useful, but also silly to compare 14nm & 7nm. These chips are paid for in software creation. The difference between $50 a chip and $65 a chip are empty when the end customer pays $2-25,000 for a card.ksec - Thursday, July 30, 2020 - link
Not a single word on the new logo and branding? I thought this signals Marvell is now very different to what they were known for.5G solution from Samsung is a relatively tiny market, I wonder if the custom ASIC solution will bring Nokia or Ericsson on board.
Crazyeyeskillah - Monday, August 17, 2020 - link
Marvell's custom Asic division is one of only a few that has shipped working Tensor cores.