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18:02

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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