05/06/2025, 10:55 AM UTC
王瑞恩在X上分析：MediaTek的v7e TPU项目推迟至2026年下半年，与字节跳动合作的AI加速器存在地缘政治风险Ray Wang on X: MediaTek's v7e TPU Project Delayed to Second Half of 2026 and AI Accelerator with ByteDance Poses Geopolitical Risks
➀ 近期有关MediaTek TPU V7e项目延迟的传闻可能得到证实。
➁ 延迟归因于计算芯片的问题，谷歌改变了设计和系统架构。
➂ 延迟可能会影响MediaTek的股价和对该项目的收入预期。
➃ MediaTek的TPU V8e项目仍在进行中，但处于早期开发阶段。
➄ MediaTek正在与字节跳动讨论第二代AI加速器，但该项目尚未最终确定。
➀ Recent rumors suggest a delay in MediaTek's TPU V7e project, which is likely to be confirmed.
➁ The delay is attributed to issues with the compute chip, with Google changing the design and system architecture.
➂ The delay may impact MediaTek's share price and revenue expectations for the project.
➃ MediaTek's TPU V8e project is still moving forward, but it is in an early development stage.
➄ MediaTek is in discussions with ByteDance for a second-generation AI accelerator, but the project is not yet finalized.
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