原文：
Serenity 白毛女-中文翻译（公开）
Serenity 白毛女-中文翻译（公开）
原文：
ASIC supply chain from $MSFT Maia to $GOOGl TPUs + timeline mapping with $AVGO, Mediatek, GUC, Alchip $MRVL, and others.
Along with your assembly players (Accton, $FN, $CLS) + Wiwynn, Foxconn.
Haven't really seen much presented in a nice format so just wanted to share.
I did find Alchip to be particularly interesting since they have Trainium 3 ramping now and Trainium 4 next year. (source: Macquarie)
翻译：
ASIC 供应链从 $MSFT Maia 到 $GOOGl TPU + 时间线映射，涉及 $AVGO、Mediatek、GUC、Alchip、$MRVL 等。
以及你的组装厂商（Accton、$FN、$CLS）+ Wiwynn、Foxconn。
目前还没有看到以良好格式呈现的内容，所以想分享一下。
我发现 Alchip 特别有意思，因为他们的 Trainium 3 正在 ramp up，而 Trainium 4 明年推出。（来源：Macquarie）
ASIC supply chain from $MSFT Maia to $GOOGl TPUs + timeline mapping with $AVGO, Mediatek, GUC, Alchip $MRVL, and others.
Along with your assembly players (Accton, $FN, $CLS) + Wiwynn, Foxconn.
Haven't really seen much presented in a nice format so just wanted to share.
I did find Alchip to be particularly interesting since they have Trainium 3 ramping now and Trainium 4 next year. (source: Macquarie)
翻译：
ASIC 供应链从 $MSFT Maia 到 $GOOGl TPU + 时间线映射，涉及 $AVGO、Mediatek、GUC、Alchip、$MRVL 等。
以及你的组装厂商（Accton、$FN、$CLS）+ Wiwynn、Foxconn。
目前还没有看到以良好格式呈现的内容，所以想分享一下。
我发现 Alchip 特别有意思，因为他们的 Trainium 3 正在 ramp up，而 Trainium 4 明年推出。（来源：Macquarie）
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