SerDes竞赛升温:博通、Marvell、联发科谁是AI互连领域霸主?

半导体产业纵横
Yesterday

SerDes市场竞争日趋激烈,224G SerDes开发与光引擎集成已成为核心差异化要素。随着AI 模型以惊人的速度扩展,SerDes(序列化器/反序列化器)已成为提升芯片间数据带宽的关键技术。自 2025 年以来,高速 SerDes 领域的竞争日趋激烈。除了博通和 Marvell 之外,据报道联发科凭借其 224G SerDes 技术成功进入了谷歌的 TPU 生态系统,而英伟达则开始将其 ...

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