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Qualcomm 和 MTK 的對決就將從手機移向筆電 - 要打就去 ARM 上打!WOA 的筆電大對決,但共同跑分 benchmark 還是蘋果 - 現身 Geekbench 的 Surface Laptop 6 跑分趨近 Apple M3(應該是第二個 SKU) - 今年 Computex 大概是高通和 AMD 會秀,明年就看 MTK 和 NV 組合是否端上桌 按照態勢發展,AI 筆電在三年內會黃金交叉 "傳統筆電",技術性漲價強迫消費升級。但在頭一年價格仍扮演重大角色,直接影響銷量。明年以後 NPU 就不會是拿來吹的主題了,到時戰場進入白熱化 QCOM 和 MTK 都有手機拖油瓶影響成績,進入 WOA 加速發展和車機的時代後,可能是市佔洗牌的新起點
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EP447 | 🪂 彈彈 V-TEX 超機能防水休閒鞋 乾濕分離科技 春夏最新 Soulmade系列 繽紛清爽配色,三色隨選! V字俐落線條,百搭耐看 依舊是最高規格防水力 x 三密度氮氣大底 真正防水 久站耐走皆合適 #晴雨兩用 #防水排汗 #12大機能 🎁母親節禮物準備了嗎!? 送上這雙準沒錯👇真的超實用! 讓媽媽不論是雨天外出、逛街購物、趴趴走 都能保持雙腳乾爽 大步邁前 【官網限定】即日起至5/20,使用癌大專屬優惠碼: 🌹「LOVEMA」滿$4500 現折$600+木漿棉1組(不累贈) 🌹「LOVEMOM」滿$6000 現折$1000+木漿棉1組(不累贈) 💋癌粉獨家加碼💋 5/24額外再抽出一位 獲得足湯腳底按摩券乙張(免登錄&限使用癌大優惠碼) 🔥母親節滿額抽獎 送媽媽足湯腳底按摩or斯里蘭卡香氛組 🔥4/24-4/26 每日首三位滿額下單 加贈複合鞋墊一副 愛媽媽傳送門:https://lihi2.com/whWsW (更多詳情請見官網) 股癌傳送門:https://linktr.ee/gooaye
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@gooaye | Linktree

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被搖醒寫寫字.. ASIC(AVGO, MRVL):守得還行,還沒做個大頭。後面 pipeline 都非常漂亮,持續等待財報數字給出來的驚喜。AVGO 的 guide 認為有故意低報,目前 broadband 業務很爛以外其他都開始回升,兩家的 AI 營收 CAGR 有望都會優於同族群 cagr GPGPU(NVDA, AMD, INTC):大哥洗一個大的且有出量算滿好的,後面財報數字大概還能穩定開三季 +yoy,直到年底 GB200 再來重新規劃軌跡;二姊鳥鳥的,產品至今還是沒多少人用,前波噴到比 NV P/E 預估還高跌下來沒啥意外;三弟可能還是要拆分之後比較容易判讀,高第 3 準備出來,有望和二姊叫陣 AUTO(TSLA, ON, STM,):繼續軟爛,TSLA 至今沒有殺出量算意外,慣例上有出量比較容易看到底,這和大量 retail 參與者有關係。根據 TSM 的 guide 車用大概還有半年可以爛,所以進去大概就是要學會忍耐 廣告(GOOGL, META):昨天剛發文討論 META 的 MTIA training chip,這在市場上有在討論得比較少,一般講到都是在講 Freya and Artemis (inference),2025 年後若 META training chip 順利 ramp,要觀察是否影響祖克伯大力採購 GPGPU 的心態。這兩家都算相對穩健,廣告和內容推薦是 AI 變現最容易的組合 巨物(AAPL, MSFT):MSFT 一直都很穩健其實真的沒啥好討論反正敢殺就是買,後面看點在於訂閱數字和價格是否符合預期,目前各方公司這邊都提到用過 AI 後回不去了,舉例來說開會體驗完全是不一樣的等級;AAPL 則是覺得可能被低估了,目前開始有動作持續去尻伺服器,很明顯急了。按照優良傳統我還是認為在 edge 開始發酵的時代他一定有份,不會就此被肛掉
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"MTIA v2 的基本架構與 MTIA v1 非常相似。兩者均有 64 個處理元件 (PEs),處理元件連接到 DDR5 記憶體控制器,每側四個,共十六個記憶體通道。Meta 像 Nvidia 使用 Grace CPU 一樣,選擇使用通常用於筆記型電腦的 LPDDR5 記憶體。(LP 是低功率的縮寫。)在 MTIA v1 中,外置的 LPDDR5 記憶體的容量為 64 GB,並且在這十六個通道上的帶寬為 176 GB/秒。在 MTIA v2 中,容量加倍至 128 GB,並且記憶體速度提高了 16.4%,這也將帶寬提高了相同的比例,達到 204.8 GB/秒" "如果 MTIA v2 價格能控制在 $2-3k USD,INT8 推理工作量比 T4 多 5.5 倍,但耗電量只多了 1.3 倍。而 H100 的工作量則多 5.7 倍,但耗電量高達 7.8 倍,並且成本可能在 10 倍到 15 倍之間" 本文討論內容聚焦在 MTIA 的 "推論" 晶片,也就是現在要出到 gen2 的 Artemis,MTIA 後面會不會也去做訓練晶片呢? 不過在接下來的一段時間大概會是推論的主秀,從 NV 轉推 GB200 這種推論猛男可見一斑,企業開始聚焦實際變現情形 https://www.nextplatform.com/2024/04/10/with-mtia-v2-chip-meta-can-do-ai-training-as-well-as-inference/
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Fujii Kaze: Tiny Desk Concerts JAPAN

Suraya Mohamed | April 12, 2024 In the corner of a busy office at the NHK Broadcasting Center in Shibuya, Tokyo, a staffer rearranged books, vinyl records and tchotchkes on a bright red shelving unit. The production crew double-checked equipment settings and made small adjustments to the lighting. Another worker added a few more posters to the tall white file cabinets. Cameras were set and microphones were ready because Fujii Kaze and his band had just rehearsed the night before. Everyone in the room — including a few of us from NPR that were there to help — was eager and excited because the very first performance for Tiny Desk Concerts JAPAN was about to start. Popular around the world, the talented Fujii Kaze is a Japanese singer and pianist known for his sultry R&B grooves and catchy songwriting. His adventurous spirit was strong as he settled into the Tiny Desk way — a concert that's intimate, mostly acoustic and recorded without reverb, effects, in-ear monitors or wedges. During the rehearsal, the band quickly acclimated to the environment and adjusted instrument volumes to hear each other better. The end result was a beautiful 30 minute set, captured without pause and with no stops, restarts or retakes. This video is part of the second international version of Tiny Desk, a joint venture between NPR and The Japan Broadcasting Corporation (NHK) — the sole public media organization in Japan that is operated with the purpose of providing the latest news, education and culture both domestically and internationally. This new series will spotlight emerging and established Japanese artists with the same engaged performances, look and feel of the original Tiny Desk Concerts series. SET LIST "Matsuri" "Garden" "damn" "Kirari" "Michi Teyu Ku (Overflowing)" "Shinunoga E-Wa" MUSICIANS Fujii Kaze: lead vocals, keys Yaffle: keys DURAN: guitar Katsuya Takumi: bass Kudo Seiya: drums Yo-Sea: vocals nishina: vocals CREDITS NHK / NHK ENTERPRISES: Executive Producer: Shibasaki Tetsuya, Kamano Mizuho Producer: Ozawa Hiroshi Director: Ito Misato, Kikuchi Minako Camera: Ishigaki Motomu Lighting: Ichikawa Takaho Sound: Sato Yosuke Designer: Yamaguchi Takashi Editor: Morozumi Yuka NPR Music: Audio Technical Director: Neil Tevault Lead Video Producer: Maia Stern Host/Series Producer: Bobby Carter Tiny Desk Team: Joshua Bryant, Kara Frame, Ashley Pointer, Hazel Cills Senior Director of Partnership Development: Gordon Synn Executive Producer: Suraya Mohamed Series Creators: Bob Boilen, Stephen Thompson VP, Visuals and Music: Keith Jenkins #nprmusic #tinydesk #fujiikaze