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@ShanghaoJin @BabybusFL I calculated two months ago that the wafers saved from the decline in mobile phone chips could roughly increase server CPU supply by 1m.
This has already been priced in over the past month—$15B in server CPU revenue by 2029.
Still too slow to pivot; restarting server CPUs in 2025 is too late.
Not as good as MTK—MTK saved even more wafers, and just in time to use Intel's packaging, resulting in a massive increase in TPU volume.