The Future of the NPU Market - Part 1

A question we often receive is “What is your opinion of the Network Processor silicon (NPU) market?”. When we look at how networks are evolving, we think there are parts of the NPU market that will do well and others that will not. The edge of the network, with its burgeoning application growth, provides a fertile cradle for the NPU model while the core network is so harsh an environment that even the best managed companies face long odds of generating superior investment returns. Let’s examine why that is.

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