微软成最大输家、ARM面临出售?“星际之门”5000亿成本之谜

180k
23 Jan

主要是一些成本测算。

其他一些观点也可以稍微看看。

譬如微软是最大输家?ARM可能面临软银的出售? Marvell 和 Ciena 将是持续 DCI 建设中最大的赢家? 而 Fabrinet 将获得相当的好处? Coherent / Lumentum 的受益程度则较小?

来源:180K,原文标题:《SemiAnalysis - 星际之门和成本测算》

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