JoeB07
Nov 11, 8:09 PM
$SIMO some are still wondering whether SIMO won
$GOOG TPU boot drive business. I think this answer on the last EC confirms SIMO is in fact supplying boot drives to GOOG:
SIMO CEO:
"I think because of Ferri for automotive been for a long time, so we see the custom base are very strong. For this year, definitely it is Ferri for automotive, it grows stronger. However, our boot drive also gaining momentum with the diversified customers, more than just GPU customer and our TPU customer. We recently winning all the networking and server customers. We see our enterprise boot drive will grow even much faster next year."
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