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Broadcom vs MediaTek

1 atoms · 跨 1 天 · 首见 2026-06-27 · 最近 2026-06-27

三色: 🟦 fact 0 · 🟥 take 1 · stance ▲1/▼0/◆0

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标签: 好数字:1 · 好观点:1

2026-06-27 · die 效率与价值差异
MS assumes Broadcom Sunfish uses around 12 chips per CoWoS wafer, while MediaTek Zebrafish uses around 20 chips per wafer. That is why Broadcom can have more value with similar-ish unit volume. Bigger die, lower chips per wafer, more CoWoS intensity, higher chip value.
tags: 好数字·好观点 · → daily
value: qty=Broadcom Sunfish 12 chips/wafer; MediaTek Zebrafish 20 chips/wafer · date=2027