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April 23, 2004
NPU market grows 30% in 03
The Linley Group is reporting that the NPU market grew 30% in 2003, the first growth since 2000. AMCC still leads the pack with 40% share. They just bought IBM's PowerPC npu business, so their share will grow. Intel doubled their share after shipping the IXP2400 in Q303. But all told the silicon business was only $85M last year. Still a puppy. Look for that to grow about 50% in 04 says Linley. And right in the middle of this year, my company, IP Fabrics will have their alpha virtual machine out. Looks like good timing!
Posted by Martin at April 23, 2004 10:05 PM
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Posted by: chris at May 3, 2004 8:52 AM
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