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Caleb Won's avatar

Weren't you impressed with MediaTek's SerDes? Is the probability of success for TPU V7E very low now?

https://irrationalanalysis.substack.com/p/isscc-2025-ultra-high-speed-serdes

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Askar's avatar

I may not be smart enough to understand, but I want more clarity.

They're licensing NVLink C2C, right? But what's the benefit for companies with custom ASICs and why would they use it? Access to Grace CPU or NVLink 5? AFAIK the first is kind of meh. The second is cool, but why would they go for NVLink 5 instead of what they use now (I assume Broadcom)?

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