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@west_waldModem Product Engineering @mediatek - views are my own
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Summary - Revenue up y/y and q/q - All 3 segments grew - CY24 revenue will grow 16-17% y/y - Flagship revenue will grow 70%+ in CY24 after growing 70% in Cy23; will likely grow again in CY25 - 30% flagship share in China - Increased 3nm costs - Optimistic about auto and ASIC
Dimensity is clearly a respected steady force in premium Android. Mediatek flagship phone revenue will grow 70%+ in CY24 after growing 70% in Cy23; will likely grow again in CY25. #Dimensity9400
Summary - Revenue up y/y and q/q - All 3 segments grew - CY24 revenue will grow 16-17% y/y - Flagship revenue will grow 70%+ in CY24 after growing 70% in Cy23; will likely grow again in CY25 - 30% flagship share in China - Increased 3nm costs - Optimistic about auto and ASIC
Linear probing and prefetching techniques have transformed dynamic dictionaries. Source: Harvard University
Yup
MediaTek confident Dimensity 9400 can compete with Qualcomm and said that it is unclear why its competitors are pushing clock speeds to such high levels digitimes.com/news/a20241009…
One of the coolest things about Altimeter is how open @altcap encourages us to be with our research process. In this interview w/ Jensen we asked him the questions we (as analysts) wanted to know - and sharing it with the community Some of my takeaways: 1/ Nvidia is a full…
KeyBanc Capital dropped its longtime buy call, saying Qualcomm hasn’t been benefiting as expected from the AI boom, and could start losing market share to Mediatek in the coming months as well. $QCOM marketwatch.com/story/qualcomm…
Mediatek aims for 30% share of China premium Android phones in 2024, said CEO Rick Tsai taipeitimes.com/News/biz/archi… @Mediatek is taking market share from @Qualcomm premium Snapdragon in China #Vivo #Oppo #Xiaomi. $QCOM
China's phone OEMs had a real taste of the power of choice in flagship processor suppliers (Mediatek & Qualcomm,) and won't go back to single source. It's a new reality for the premium processor market, one that benefits phone OEMs, one they will promote through purchase orders.
Don’t forget about Mediatek :)
An extremely practical explanation of zero-knowledge proofs 👀
5G Redcap - completely biased of course
Today we're excited to introduce Devin, the first AI software engineer. Devin is the new state-of-the-art on the SWE-Bench coding benchmark, has successfully passed practical engineering interviews from leading AI companies, and has even completed real jobs on Upwork. Devin is…
Saying the quiet part out loud
Do you realize how crazy it’s going to get yet? twitter.com/screentimes/st…
Only Mediatek & Apple grew their phone processor revenues in Q4 2023, amongst mainstream phone processor vendors. (Huawei's HiSilicon excluded since it basically just re-entered the market.) @Mediatek up 22% YoY @Apple up 20% YoY $aapl $qcom $ssnlf @Canalys
Long overdue but here's a new blogpost on training LLMs in the wilderness from the ground up 😄🧐 In this blog post, I discuss: 1. Experiences in procuring compute & variance in different compute providers. Our biggest finding/surprise is that variance is super high and it's…
My bets - what's next will be influenced by the entropy of the current of software stack... - An MOE architecture, the experts of interest being Scalar, Vector, Matrix and "Memory" - Put memory in quotes as I don't have a good taxonomy for the disruptive pj/bit optimizations…
Scalar Vector Matrix Spatial @RajaXg and I have talked about this a lot Think about that progression with this chart Good Scalar Risc machines were late 1985 MIPS R2000 Shader based Vector machines 2001 Tensor processors 2015 What's next ?
This is amazing. Guy from affluent costal community shitting on adjacent affluent costal community for being affluent and costal. This is the discourse I live for
Why don’t you like La Jolla? Aside from being aging car sewer, it’s an abject market failure caused by self enrichment. Same folks who’d rather their kids live in Phoenix than have a building over 30’ tall ruin the “community character” of a failed restaurant. 🚮
Highly recommend watching this talk by @karpathy to build an understanding of how LLMs work youtube.com/watch?v=zjkBMF…
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