{"id":2826,"date":"2024-04-03T00:04:16","date_gmt":"2024-04-02T16:04:16","guid":{"rendered":"http:\/\/blog.cloud500.net\/?p=2826"},"modified":"2024-05-29T18:16:20","modified_gmt":"2024-05-29T10:16:20","slug":"astera-labs-ipo%ef%bc%9aai-%e5%9f%ba%e7%a1%80%e8%ae%be%e6%96%bd%e8%bf%9e%e6%8e%a5%e5%b8%82%e5%9c%ba%e7%9a%84%e7%8e%8b%e8%80%85","status":"publish","type":"post","link":"http:\/\/blog.cloud500.ai\/?p=2826","title":{"rendered":"Astera Labs IPO\uff1aAI \u57fa\u7840\u8bbe\u65bd\u8fde\u63a5\u5e02\u573a\u7684\u738b\u8005"},"content":{"rendered":"\n

\u968f\u7740 AI \u57fa\u7840\u8bbe\u65bd\u7684\u4e0d\u65ad\u84ec\u52c3\u53d1\u5c55\uff0c\u63d0\u4f9b\u76f8\u5173\u6280\u672f\u7684\u516c\u53f8\u8fce\u6765\u4e86\u5de8\u5927\u7684\u673a\u4f1a\u3002\u5728\u8fd9\u6b21\u57fa\u7840\u8bbe\u65bd\u5efa\u8bbe\u7684\u6d6a\u6f6e\u4e2d\uff0c\u5e76\u975e\u53ea\u6709\u82f1\u4f1f\u8fbe\u6210\u4e3a\u884c\u4e1a\u7684\u9886\u519b\u8005\uff0c\u540c\u65f6\u8fd8\u5b58\u5728\u7740\u8bb8\u591a\u5c0f\u578b\u4f01\u4e1a\u4f5c\u4e3a\u5173\u952e\u7684\u53c2\u4e0e\u8005\u3002\u672c\u6b21\u6211\u4eec\u5c06\u6df1\u5165\u63a2\u8ba8 Aster Labs \u8fd9\u5bb6\u516c\u53f8\uff0c\u8be5\u516c\u53f8\u7684\u82af\u7247\u5df2\u6084\u7136\u5e94\u7528\u4e8e 80% \u4ee5\u4e0a\u7684 AI \u670d\u52a1\u5668\u4e2d\u3002<\/strong><\/p>\n\n\n\n

Astera Labs \u662f\u4e00\u5bb6\u4e13\u6ce8\u4e8e\u6570\u636e\u4e2d\u5fc3\u8fde\u63a5\u7684\u516c\u53f8\uff0c\u4e3b\u8981\u670d\u52a1 3 \u7c7b\u5ba2\u6237\uff1a\u8d85\u5927\u89c4\u6a21\u4e91\u670d\u52a1\u5546\u3001AI \u52a0\u901f\u5668\u5382\u5546\u548c\u7cfb\u7edf OEM \u5382\u5546\u3002\u76ee\u524d\uff0cAstera Labs \u7684\u4ea7\u54c1\u7ec4\u5408\u5305\u62ec\u4e09\u4e2a\u7cfb\u5217\uff1aAries \u91cd\u5b9a\u65f6\u5668\u3001Taurus \u6709\u6e90\u7535\u7f06 (AEC) \u548c Leo CXL \u5185\u5b58\u63a7\u5236\u5668\u3002<\/p>\n\n\n

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\u5927\u5bb6\u6700\u5173\u5fc3\u7684\u95ee\u9898\u662f\uff0cAstera Labs \u662f\u5426\u6293\u4f4f\u4e86\u5148\u673a\uff1f\u4ea6\u6216\u662f\u5148\u53d1\u4f18\u52bf\u5e76\u4e0d\u91cd\u8981\uff0c\u7ade\u4e89\u5bf9\u624b\u4f1a\u4e58\u865a\u800c\u5165\uff0c\u5e76\u5c06\u5176\u4e00\u4e3e\u51fb\u6e83\u3002\u6211\u4eec\u5c06\u4f1a\u63a2\u8ba8\u4ed6\u4eec\u5728\u6240\u6709\u4e3b\u8981\u5e02\u573a\u4e2d\u7684\u4e3b\u8981\u7ade\u4e89\u5bf9\u624b\uff0c\u5305\u62ec Marvell Technologies\u3001Broadcom\u3001Montage Technology\u3001Parade Technologies\u3001Rambus\u3001Microchip\u3001XConn \u548c Credo\u3002Astera Labs \u53ef\u80fd\u4f1a\u9010\u6e10\u5f0f\u5fae\uff0c\u4f46\u5982\u679c\u5b83\u80fd\u591f\u4fdd\u6301\u8f83\u9ad8\u7684\u91cd\u5b9a\u65f6\u5668\u5e02\u573a\u4efd\u989d\u5e76\u5411 AEC \u548c\u5404\u79cd CXL \u4ea7\u54c1\u8fdb\u884c\u6269\u5f20\uff0c\u4ed6\u4eec\u6709\u53ef\u80fd\u6210\u4e3a\u4e0b\u4e00\u4e2a\u8fde\u63a5\u9886\u57df\u7684\u4f7c\u4f7c\u8005\u3002<\/p>\n\n\n\n

\u8ba9\u6211\u4eec\u9996\u5148\u56de\u987e\u4e00\u4e0b Astera Labs \u7684\u53d1\u5c55\u53f2\u3002<\/p>\n\n\n\n

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01<\/strong><\/p>\n\n\n\n

Astera Labs \u5982\u4f55\u89e3\u51b3\u8fde\u63a5\u74f6\u9888\u95ee\u9898<\/strong><\/p>\n\n\n\n

Astera Labs \u6210\u7acb\u4e8e 2017 \u5e74\u7684\u4e00\u4e2a\u8f66\u5e93\u91cc\uff0c\u5177\u6709\u5178\u578b\u7684\u7845\u8c37\u521b\u4e1a\u98ce\u683c\u3002\u8054\u5408\u521b\u59cb\u4eba Jitendra Mohan\u3001Sanjay Gajendra \u548c Casey Morrison \u5f53\u65f6\u5c31\u804c\u4e8e\u5fb7\u5dde\u4eea\u5668\u7684\u9ad8\u901f\u63a5\u53e3\u4e1a\u52a1\u90e8\u95e8\u3002\u4ed6\u4eec\u770b\u5230\uff0c\u968f\u7740\u8ba1\u7b97\u80fd\u529b\u5448\u6307\u6570\u7ea7\u589e\u957f\u4ee5\u53ca AI \u5de5\u4f5c\u8d1f\u8f7d\u548c\u8d85\u5927\u89c4\u6a21\u4e91\u8ba1\u7b97\u7684\u9700\u6c42\u63a8\u52a8\uff0c\u8fde\u63a5\u7684\u74f6\u9888\u95ee\u9898\u65e5\u76ca\u4e25\u91cd\u3002<\/p>\n\n\n\n

Astera Labs \u81f4\u529b\u4e8e\u6d88\u9664\u7cfb\u7edf\u4e2d\u51fa\u73b0\u7684\u5404\u79cd\u74f6\u9888 \u2014 Jitendra Mohan\u3002<\/p>\n\n\n\n

\u4e0b\u56fe\u5c55\u793a\u4e86 Astera Labs \u65e8\u5728\u89e3\u51b3\u7684 3 \u5927\u74f6\u9888\u95ee\u9898\u3002<\/p>\n\n\n

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\u516c\u53f8\u6700\u521d\u4e3b\u8981\u5173\u6ce8 PCIe \u53ca\u5176\u76f8\u5173\u534f\u8bae\uff0c\u5982 CXL\u30022017 \u5e74\u53d1\u5e03\u7684 PCIe 4.0 \u89c4\u8303\u9996\u6b21\u6b63\u5f0f\u5b9a\u4e49\u4e86 “\u8f6c\u63a5\u9a71\u52a8\u5668\uff08redriver\uff09”\u548c “\u91cd\u5b9a\u65f6\u5668\uff08retimer\uff09”\u8fd9\u4e24\u4e2a\u672f\u8bed\u3002\u8f6c\u63a5\u9a71\u52a8\u5668\u672c\u8d28\u4e0a\u662f\u4e00\u79cd\u6a21\u62df\u4fe1\u53f7\u7684\u653e\u5927\u88c5\u7f6e\uff0c\u7528\u4e8e\u62b5\u6d88 PCB \u9020\u6210\u7684\u9891\u7387\u8870\u51cf\u3002<\/p>\n\n\n\n

\u7b80\u5355\u6765\u8bf4\uff0c\u5b83\u5c31\u50cf\u4e00\u4e2a\u201c\u6269\u97f3\u5668\u201d\uff0c\u53ef\u4ee5\u8ba9\u4fe1\u53f7\u53d8\u5f97\u66f4\u5f3a\uff0c\u4f46\u662f\u5b83\u7684\u4e3b\u8981\u7f3a\u70b9\u662f\u4f1a\u653e\u5927\u4fe1\u53f7\u8def\u5f84\u4e2d\u7684\u566a\u97f3\u3002\u5728 PCIe \u7b2c 1 \u81f3\u7b2c 3 \u4ee3\u65f6\uff0c\u8f6c\u63a5\u9a71\u52a8\u5668\u8fd0\u884c\u5f97\u5341\u5206\u987a\u5229\uff0c\u4f46\u5728\u7b2c 4 \u4ee3\u65f6\u4fbf\u5f00\u59cb\u51fa\u73b0\u95ee\u9898\uff0c\u800c\u66f4\u5feb\u6570\u636e\u4f20\u8f93\u901f\u7387\u7684\u7b2c 5 \u4ee3\u8fdb\u4e00\u6b65\u52a0\u5267\u4e86\u8fd9\u4e00\u95ee\u9898\u3002\u4e0b\u56fe\u663e\u793a\u4e86\u5404\u4ee3 PCIe \u548c PCB \u6750\u6599\u7684\u6bcf\u82f1\u5bf8\u635f\u8017\u60c5\u51b5\u3002<\/p>\n\n\n

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\u4e3a\u4e86\u5f25\u8865\u4fe1\u53f7\u635f\u8017\uff0c\u9996\u9009\u65b9\u6848\u662f\u9009\u7528\u66f4\u9ad8\u8d28\u91cf\u7684 PCB \u6750\u6599\uff0c\u4f46\u8fd9\u4f1a\u5e26\u6765\u9ad8\u6602\u7684\u6210\u672c\u3002\u4f8b\u5982\uff0cPCB \u6750\u6599\u201cMegtron 6\u201d\u7684\u6210\u672c\u5927\u7ea6\u662f\u6700\u5e38\u7528\u3001\u6700\u5177\u6210\u672c\u6548\u76ca\u7684\u6750\u6599\u201cFR4\u201d\u7684\u4e03\u500d\u3002<\/p>\n\n\n\n

\u8bf7\u6ce8\u610f\uff0cPCIe \u89c4\u8303\u5bf9\u63d2\u5165\u635f\u8017\u6709\u7740\u7cbe\u786e\u7684\u9884\u7b97\u9650\u5236\uff1b\u4ee5 PCIe 5.0 \u4e3a\u4f8b\uff0c\u5176\u5728 32 GT\/s \u65f6\u7684\u63d2\u5165\u635f\u8017\u9884\u7b97\u4e3a 36 dB\uff0c\u540c\u65f6\u8981\u6c42\u8bef\u7801\u7387\u4f4e\u4e8e 10^-12\u3002<\/p>\n\n\n

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Astera Labs \u81f4\u529b\u4e8e\u89e3\u51b3 PCIe 4 \u548c 5\uff08\u89c4\u683c\u4e8e 2019 \u5e74\u53d1\u5e03\uff09\u7684\u8fde\u63a5\u96be\u9898\u3002\u4ed6\u4eec\u4e3a\u4e86\u89e3\u51b3\u8fd9\u4e9b\u4fe1\u53f7\u7684\u5b8c\u6574\u6027\u95ee\u9898\uff0c\u8bbe\u8ba1\u4e86\u57fa\u4e8e\u91cd\u5b9a\u65f6\u5668\u7684\u89e3\u51b3\u65b9\u6848\u3002\u91cd\u5b9a\u65f6\u5668\u662f\u4e00\u79cd\u6df7\u5408\u4fe1\u53f7\u6570\u5b57 \/ \u6a21\u62df\u8bbe\u5907\uff0c\u5177\u5907\u534f\u8bae\u611f\u77e5\u80fd\u529b\uff0c\u80fd\u591f\u5b8c\u5168\u6062\u590d\u6570\u636e\uff0c\u63d0\u53d6\u5d4c\u5165\u7684\u65f6\u949f\u4fe1\u53f7\uff0c\u5e76\u5229\u7528\u5e72\u51c0\u7684\u65f6\u949f\u4fe1\u53f7\u91cd\u65b0\u4f20\u8f93\u6570\u636e\u7684\u65b0\u526f\u672c\u3002<\/p>\n\n\n\n

\u7b80\u5355\u6765\u8bf4\uff0c\u4e0e\u8f6c\u63a5\u9a71\u52a8\u5668\u4e0d\u540c\uff0c\u91cd\u5b9a\u65f6\u5668\u5c31\u50cf\u662f\u4e00\u53f0\u9ad8\u54c1\u8d28\u7684\u9ea6\u514b\u98ce\u52a0\u4e0a\u4e13\u4e1a\u7684\u97f3\u9891\u8bbe\u5907\uff0c\u5c06\u6821\u6b63\u540e\u7684\u4fe1\u53f7\u8f93\u5165\u5230\u626c\u58f0\u5668\u4e2d\u3002\u91cd\u5b9a\u65f6\u5668\u662f\u4e00\u5757\u5c0f\u82af\u7247\uff0c\u9664\u4e86\u6267\u884c PCIe SerDes \u529f\u80fd\u5916\uff0c\u8fd8\u8d1f\u8d23\u76d1\u63a7\u548c\u6536\u96c6\u5173\u4e8e\u4fe1\u53f7\u5b8c\u6574\u6027\u7684\u6570\u636e\u3002\u4e0b\u56fe\u662f\u4e00\u4e2a\u5178\u578b\u7684\u67b6\u6784\u793a\u610f\u56fe\u3002<\/p>\n\n\n

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Astera Labs \u7387\u5148\u5c06\u5176\u7528\u4e8e PCIe 4.0 \u548c PCIe 5.0 \u7684 Aries Smart Retimer \u63a8\u5411\u5e02\u573a\uff0c2019 \u5e74\u8d62\u5f97\u4e86\u9996\u6279\u8bbe\u8ba1\u8ba2\u5355\u3002\u516c\u53f8\u4e8e 2020 \u5e74\u5f00\u59cb\u91cf\u4ea7\uff0c\u91c7\u7528\u4e86\u53f0\u79ef\u7535\u7684\u5de5\u827a\uff0c2021 \u5e74\u7684\u6536\u5165\u8fbe 3,480 \u4e07\u7f8e\u5143\u3002\u8be5\u516c\u53f8\u7684\u6295\u8d44\u8005\u5305\u62ec\u5bcc\u8fbe\u3001Atreides Management\u3001\u82f1\u7279\u5c14\u8d44\u672c\u548c Sutter Hill Ventures \u7b49\u77e5\u540d\u673a\u6784\u3002\u4ed6\u4eec\u5728 IPO \u524d\u7684\u6700\u540e\u4e00\u8f6e\u878d\u8d44\u662f\u5728\u62d2\u7edd\u4e86 Marvell \u6536\u8d2d\u8981\u7ea6\u4e4b\u540e\u8fdb\u884c\u7684\u3002<\/p>\n\n\n\n

Astera \u7684\u613f\u666f\u662f\u6253\u9020\u5168\u7403\u8fde\u63a5\u5e73\u53f0\uff0c\u5e76\u63a8\u51fa\u4e86\u4e24\u6b3e\u65b0\u7684\u4ea7\u54c1\u7cfb\u5217\uff1aCXL \u5185\u5b58\u63a7\u5236\u5668\u548c Smart Cable Module\u3002\u4e0b\u56fe\u662f Astera Labs \u7684\u613f\u666f\u56fe\u3002<\/p>\n\n\n

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2023 \u5e74\u4f0a\u59cb\uff0cAstera Labs \u72af\u4e86\u4e00\u4e9b\u9519\uff0cQ1 \u548c Q2 \u7684\u4e1a\u7ee9\u8868\u73b0\u75b2\u8f6f\u5e76\u4e14\u4e0b\u6ed1\uff0c\u8fd9\u4e3b\u8981\u662f\u56e0\u4e3a\u5e93\u5b58\u8c03\u6574\u5f71\u54cd\u4e86\u901a\u7528\u6570\u636e\u4e2d\u5fc3\u548c\u7f51\u7edc\u5e02\u573a\uff0c\u800c\u8fd9\u53c8\u662f\u7531\u4e8e\u6700\u5927\u7684\u8d85\u7ea7\u89c4\u6a21\u4e91\u5ba2\u6237\u7684\u4e91\u5371\u673a\u6240\u9a71\u52a8\u3002\u4f46\u968f\u7740 Q3 \u548c Q4 \u7684\u5230\u6765\uff0c\u4e1a\u7ee9\u51fa\u73b0\u4e86\u7206\u70b8\u6027\u589e\u957f\u3002\u56e0\u6b64\uff0c\u4eba\u4eec\u4e0d\u7981\u8981\u95ee\uff0c\u8fd9\u662f\u5982\u4f55\u53d1\u751f\u7684\uff1f\u8fd9\u79cd\u589e\u957f\u80fd\u5426\u6301\u7eed\u4e0b\u53bb\uff1f<\/p>\n\n\n

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\u8981\u56de\u7b54\u8fd9\u4e2a\u95ee\u9898\uff0c\u8ba9\u6211\u4eec\u6df1\u5165\u4e86\u89e3\u4e00\u4e0b Aries \u4ea7\u54c1\u7cfb\u5217\u53ca\u5176\u4e3b\u8981\u5e94\u7528\u3002<\/p>\n\n\n\n

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02<\/strong><\/p>\n\n\n\n

Aries Retimers \u5728 AI \u548c\u4e91\u5e94\u7528\u9886\u57df\u7684\u5e94\u7528\u60c5\u51b5<\/strong><\/p>\n\n\n\n

\u7b80\u800c\u8a00\u4e4b\uff1a\u968f\u7740 AI \u52a0\u901f\u5668\u9700\u6c42\u7684\u6301\u7eed\u589e\u957f\uff0cPCIe \u91cd\u5b9a\u65f6\u5668\u5e02\u573a\u4e5f\u5c06\u8fce\u6765\u589e\u957f\u3002\u4e8b\u5b9e\u4e0a\uff0c\u6bcf\u4e2a\u52a0\u901f\u5668\u5361\u5185\u90fd\u5305\u542b\u4e86\u4e00\u4e2a\u91cd\u5b9a\u65f6\u5668<\/strong>\u3002\u5982\u4e0b\u56fe\u6240\u793a\uff0c\u5728\u670d\u52a1\u5668\u5934\u90e8\u8282\u70b9\u8fd8\u53ef\u4ee5\u627e\u5230\u5176\u4ed6\u7684\u91cd\u5b9a\u65f6\u5668\uff0c\u8be5\u5e02\u573a\u7684\u4e3b\u8981\u5ba2\u6237\u5305\u62ec AI \u52a0\u901f\u5668\u4f9b\u5e94\u5546\u548c\u670d\u52a1\u5668 ODM \u5382\u5546\u3002<\/p>\n\n\n

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\"\"<\/figure><\/div>\n\n\n

\u5728\u52a0\u901f\u8ba1\u7b97\u7cfb\u7edf\u4e2d\uff0c\u91cd\u5b9a\u65f6\u5668\u4e4b\u6240\u4ee5\u5982\u6b64\u53d7\u6b22\u8fce\uff0c\u662f\u56e0\u4e3a\u4fe1\u53f7\u53cd\u5c04\u95ee\u9898\u3002\u9664\u4e86\u8ddd\u79bb\u4e4b\u5916\uff0c\u8fd9\u662f\u9020\u6210 PCB \u7ebf\u8def\u6216\u7535\u7f06\u4fe1\u53f7\u635f\u5931\u7684\u7b2c\u4e8c\u4e2a\u4e3b\u8981\u539f\u56e0\u3002\u7b80\u5355\u6765\u8bf4\uff0cGPU \u7cfb\u7edf\u7684\u5bc6\u5ea6\u975e\u5e38\u9ad8\uff1a\u4e0a\u56fe\u663e\u793a\u4e86\u4e00\u5757\u5e95\u677f\uff08\u4f8b\u5982 Nvidia HGX\uff09\u53ef\u4ee5\u5305\u542b 8 \u4e2a GPU\u3002\u8fd9\u79cd\u5bc6\u5ea6\u5e26\u6765\u4e86\u4fe1\u53f7\u6311\u6218\uff0c\u9700\u8981 PCIe \u65f6\u5e8f\u5668\u8fdb\u884c\u5904\u7406\u3002AI \u670d\u52a1\u5668\u53ef\u4ee5\u5728\u52a0\u901f\u5668\u5e95\u677f\u548c\u8fde\u63a5\u7684\u670d\u52a1\u5668\u5934\u8282\u70b9\u4e0a\u5b89\u88c5\u91cd\u5b9a\u65f6\u5668\u3002\u6bcf\u4e2a GPU \u4e0a\u7684\u91cd\u5b9a\u65f6\u5668\u6570\u91cf\u56e0\u5404\u79cd\u56e0\u7d20\u800c\u5f02\uff0c\u4f8b\u5982 PCB \u548c\u8bbe\u8ba1\u5e03\u5c40\u3002\u4e0d\u540c\u7684\u8d85\u5927\u89c4\u6a21\u4e91\u670d\u52a1\u5546\u8bbe\u8ba1\u4e2d\u5305\u542b\u7684\u91cd\u5b9a\u65f6\u5668\u6570\u91cf\u4e5f\u4e0d\u540c\u3002<\/p>\n\n\n\n

\u4e8b\u5b9e\u4e0a\uff0cAstera Labs \u7684\u7b2c\u4e00\u4e2a\u5927\u5ba2\u6237\u662f\u4e9a\u9a6c\u900a\uff0c\u7528\u4e8e\u201c\u5178\u578b\u201d\u7684\uff08\u975e AI\uff09\u4e91\u5de5\u4f5c\u8d1f\u8f7d\u3002\u5728\u67d0\u4e9b\u60c5\u51b5\u4e0b\uff0cAries \u91cd\u5b9a\u65f6\u5668\u53ef\u4ee5\u5e2e\u52a9\u4e91\u670d\u52a1\u5546\u5b9e\u73b0\u6bd4\u9ad8\u6570\u636e\u901f\u7387\u66ff\u4ee3\u65b9\u6848\u66f4\u4f4e\u7684\u603b\u4f53\u62e5\u6709\u6210\u672c\uff08TCO\uff09\u3002\u4e0b\u56fe\u5c55\u793a\u4e86\u91cd\u5b9a\u65f6\u5668\u5728IT\u8bbe\u5907\u4e2d\u7684\u4f4d\u7f6e\u3002<\/p>\n\n\n

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\"\"<\/figure><\/div>\n\n\n

Aries \u7684\u53e6\u4e00\u4e2a\u5373\u5c06\u63a8\u51fa\u7684\u9a71\u52a8\u7a0b\u5e8f\u662f CXL\uff0c\u8fd9\u662f\u4e00\u4e2a\u5efa\u7acb\u5728 PCIe \u57fa\u7840\u4e0a\u7684\u534f\u8bae\u3002\u6b63\u5982\u6211\u4eec\u5728\u6df1\u5165\u7814\u7a76\u4e2d\u89e3\u91ca\u7684\u90a3\u6837\uff0c\u5185\u5b58\u6c60\u91c7\u7528 CXL \u5c06\u5bfc\u81f4\u5bf9 CXL \u4ea4\u6362\u673a\u7684\u9700\u6c42\u589e\u52a0\uff0c\u800c\u8fd9\u5c06\u9700\u8981\u91cd\u5b9a\u65f6\u5668\u3002<\/p>\n\n\n\n

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03<\/strong><\/p>\n\n\n\n

\u91cd\u5b9a\u65f6\u5668\u5e02\u573a\u53ca\u5176\u4e3b\u8981\u5ba2\u6237<\/strong><\/p>\n\n\n\n

Astera Labs \u5728\u8be5\u9886\u57df\u6709\u4e24\u4e2a\u91cd\u8981\u5ba2\u6237\uff1a\u4e9a\u9a6c\u900a\u548c\u82f1\u4f1f\u8fbe\u3002\u5982\u524d\u6240\u8ff0\uff0c\u5e02\u573a\u4e0a\u51e0\u4e4e\u6bcf\u53f0 AI \u670d\u52a1\u5668\u90fd\u914d\u5907\u4e86 Astera Labs \u7684 Aries retimer\u3002\u6211\u4eec\u4f30\u8ba1\uff0c\u6bcf\u4e2a GPU \u5927\u7ea6\u8fde\u63a5\u6709 1.5 \u4e2a\u91cd\u5b9a\u65f6\u5668<\/strong>\uff0c\u4f46\u4e0d\u540c\u670d\u52a1\u5668\u7684\u8bbe\u8ba1\u60c5\u51b5\u5404\u4e0d\u76f8\u540c\u3002\u67d0\u4e9b\u8d85\u5927\u89c4\u6a21\u4e91\u670d\u52a1\u63d0\u4f9b\u5546\u90e8\u7f72\u4e86\u591a\u8fbe 18 \u4e2a\u91cd\u5b9a\u65f6\u5668\uff0c\u800c\u5176\u4ed6\u7684\u4e00\u4e9b\u5219\u53ea\u6709 8 \u4e2a\u91cd\u5b9a\u65f6\u5668\u3002\u901a\u5e38\u60c5\u51b5\u4e0b\uff0c\u52a0\u901f\u5668\u5e95\u677f\u4e0a\u7684\u6bcf\u4e2a GPU \u90fd\u6709 1 \u4e2a\u91cd\u5b9a\u65f6\u5668\uff08\u4ece\u8d22\u52a1\u89d2\u5ea6\u6765\u770b\uff0c\u4e9a\u9a6c\u900a \/ \u82f1\u4f1f\u8fbe\u662f\u5ba2\u6237\uff09\uff0c\u800c\u5728\u670d\u52a1\u5668\u7aef\u8fd8\u6709\u989d\u5916\u7684\u5355\u5143\uff0c\u53ef\u4ee5\u5728\u4ea4\u6362\u673a\u6258\u67b6\u6216 CPU \u6258\u67b6\u4e0a\u627e\u5230\u3002\u4e0b\u56fe\u662f Meta \u7684 Grand Teton \u670d\u52a1\u5668\u3002<\/p>\n\n\n

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\"\"<\/figure><\/div>\n\n\n

\u6211\u4eec\u9884\u8ba1\uff0c\u672a\u6765\u91cd\u5b9a\u65f6\u5668\u4e0e GPU \u7684\u6bd4\u4f8b\u4e0d\u4f1a\u6709\u592a\u5927\u53d8\u5316\u3002\u867d\u7136\u5728 Gen 5 \u65f6\u4ee3\uff0c\u4eba\u4eec\u53ef\u4ee5\u5728 CPU \u6258\u76d8\u548c\u4ea4\u6362\u673a\u6258\u76d8\u65b9\u9762\u8282\u7701\u6210\u672c\uff0c\u4f46\u5728 Gen 6 \u65f6\u4ee3\uff0c\u8fd9\u79cd\u505a\u6cd5\u53ef\u80fd\u4e0d\u518d\u9002\u7528\u3002\u7136\u800c\uff0c\u57fa\u4e8e ConnectX \u548c Enfabrica \u7684\u89e3\u51b3\u65b9\u6848\u4e5f\u5177\u5907\u4e00\u4e9b\u529f\u80fd\uff0c\u53ef\u4ee5\u4fdd\u6301\u5f53\u524d\u7684\u6bd4\u4f8b\u3002\u8fd9\u610f\u5473\u7740\u91cd\u5b9a\u65f6\u5668\u7684\u6570\u91cf\u589e\u957f\u4e0e AI GPU \u7684\u589e\u957f\u76f4\u63a5\u76f8\u5173\u3002<\/p>\n\n\n\n

\u7136\u800c\uff0c\u5728\u66f4\u5e7f\u6cdb\u7684\u52a0\u901f\u5668\u5e02\u573a\u4e0a\uff0c\u60c5\u51b5\u5e76\u975e\u603b\u662f\u5982\u6b64\u3002\u76ee\u524d\uff0c\u5e76\u975e\u6240\u6709\u5b9a\u5236\u82af\u7247\u90fd\u5305\u542b\u91cd\u5b9a\u65f6\u5668\u3002\u4f8b\u5982\uff0c\u8c37\u6b4c\u7684 TPU \u5e76\u4e0d\u5305\u542b\u5f88\u591a\u4e2a PCIe \u91cd\u5b9a\u65f6\u5668\uff0c\u4f46\u4e9a\u9a6c\u900a\u7684 Trainium \u548c Inferentia \u5374\u5305\u542b\u3002\u6211\u4eec\u5bf9 Astera Labs \u6536\u5165\u7684\u9884\u6d4b\u662f\u57fa\u4e8e\u9010\u4e2a SKU \u7684\u52a0\u901f\u5668\u6a21\u578b\u3002<\/p>\n\n\n\n

\u5173\u4e8e\u5e73\u5747\u552e\u4ef7\uff0c\u6211\u4eec\u4f30\u8ba1\u6bcf\u4e2a PCIe 5.0 \u91cd\u5b9a\u65f6\u5668\u7684\u4ef7\u503c\u7ea6\u4e3a 30 \u7f8e\u5143\uff0c\u7528\u4e8e\u5927\u6279\u91cf\u9500\u552e\u8d85\u7ea7\u5206\u9891\u5668\u3002Astera Labs \u91c7\u7528\u7684\u662f\u53f0\u79ef\u7535 N16 \u5236\u9020\u5de5\u827a\uff0c\u4f46\u5176\u6700\u65b0\u4ea7\u54c1\uff08\u7528\u4e8e PCIe 6.x \u7684 Aries 3 \u91cd\u5b9a\u65f6\u5668\uff09\u5c06\u8f6c\u7528 N5 \u5236\u9020\u5de5\u827a\u3002\u57fa\u4e8e\u6211\u4eec\u5728\u5176\u4ed6\u7c7b\u4f3c\u4ea7\u54c1\u4e0a\u89c2\u5bdf\u5230\u7684\u60c5\u51b5\uff0c\u6211\u4eec\u8ba4\u4e3a ASP \u53ef\u80fd\u4f1a\u589e\u52a0 80%\u3002\u5c3d\u7ba1\u7531\u4e8e Broadcom \u8fdb\u5165\u5e02\u573a\u800c\u5e26\u6765\u7684\u7ade\u4e89\u6fc0\u70c8\u7a0b\u5ea6\u5927\u5e45\u589e\u52a0\uff0c\u4f46\u6211\u4eec\u4ecd\u7136\u8ba4\u4e3a\u8fd9\u662f\u53ef\u80fd\u7684\u3002<\/p>\n\n\n\n

<\/p>\n\n\n\n

04<\/strong><\/p>\n\n\n\n

Broadcom \u4f1a\u5c06 Astera Labs \u6324\u51fa\u8fd9\u4e2a\u5e02\u573a\u5417\uff1f<\/strong><\/p>\n\n\n\n

\u81ea\u4ece Broadcom \u5ba3\u5e03\u63a8\u51fa PCIe Gen 6 \u91cd\u5b9a\u65f6\u5668\u4ee5\u6765\uff0c\u6211\u4eec\u5df2\u7ecf\u6ce8\u610f\u5230\u4e86\u8bb8\u591a\u5bf9\u5e02\u573a\u4efd\u989d\u53ef\u80fd\u4ea7\u751f\u5f71\u54cd\u7684\u9519\u8bef\u770b\u6cd5\u3002\u5728\u6211\u4eec\u770b\u6765\uff0c\u9ad8\u901f\u7f51\u7edc\u4e1a\u52a1\u901a\u5e38\u662f\u4e00\u4e2a\u5f88\u597d\u7684\u9886\u57df\uff0c\u6210\u4e3a\u5148\u884c\u8005\u5e76\u62e5\u6709\u6700\u5927\u7684\u5b89\u88c5\u57fa\u7840\u81f3\u5173\u91cd\u8981\u3002<\/p>\n\n\n\n

\u6211\u4eec\u8ba4\u4e3a Inphi \u662f\u4e00\u4e2a\u975e\u5e38\u7c7b\u4f3c\u7684\u5bf9\u6bd4\uff1a\u5c3d\u7ba1\u957f\u671f\u4e0e Broadcom \u7b49\u884c\u4e1a\u5de8\u5934\u7ade\u4e89\uff0c\u4f46 Inphi \u6210\u529f\u4fdd\u6301\u4e86\u5728\u9ad8\u901f\u5149\u5b66 DSP \u9886\u57df\u7684\u9886\u5bfc\u5730\u4f4d\uff0c\u5982\u4eca\u4ecd\u7136\u662f\u5e02\u573a\u7684\u9886\u5148\u8005\uff0c\u5176\u5e02\u573a\u4efd\u989d\u7ea6\u5360 70%\u3002\u4e09\u5e74\u534a\u8fc7\u53bb\u4e86\uff0cMarvell \u4ee5 100 \u4ebf\u7f8e\u5143\u6536\u8d2d\u4e86\u8fd9\u5bb6\u516c\u53f8\uff0c\u4f46\u5e02\u573a\u4efd\u989d\u4f9d\u7136\u5f88\u9ad8\u3002\u5982\u4eca\uff0cInphi \u6210\u4e3a Marvell \u5185\u90e8\u6700\u5927\u7684\u72ec\u7acb\u4e1a\u52a1\uff0c\u4e5f\u662f Marvell \u76ee\u524d\u4f30\u503c\u6ea2\u4ef7\u7684\u4e3b\u8981\u63a8\u52a8\u56e0\u7d20\u3002<\/p>\n\n\n\n

\u6211\u4eec\u8ba4\u4e3a\uff0cAstera Labs \u4e5f\u80fd\u591f\u4ece\u540c\u6837\u7684\u7ade\u4e89\u58c1\u5792\u4e2d\u53d7\u76ca\u3002PCIe \u534f\u8bae\u7684\u590d\u6742\u6027\u4e0d\u8a00\u800c\u55bb\uff0c\u5176\u5411\u540e\u517c\u5bb9\u6027\u9700\u6db5\u76d6\u81ea\u7b2c\u4e00\u4ee3\u4ee5\u6765\u7684\u5404\u4e2a\u7248\u672c\u3002\u8be5\u534f\u8bae\u652f\u6301\u591a\u79cd\u4e0d\u540c\u7c7b\u578b\u7684\u8bbe\u5907\u901a\u8fc7\u540c\u4e00\u63a5\u53e3\u8fde\u63a5\uff0c\u8fd9\u4e9b\u8bbe\u5907\u901a\u5e38\u91c7\u7528\u4e0d\u540c\u7684 SerDes IP\uff0c\u91cd\u5b9a\u65f6\u5668\u5fc5\u987b\u4e0e\u6240\u6709\u8fd9\u4e9b\u8bbe\u5907\u8fde\u63a5\u5e76\u4fdd\u6301\u4fe1\u53f7\u5b8c\u6574\u6027\u3002\u8fd9\u5c31\u8981\u6c42\u5728\u786c\u4ef6\u751f\u6001\u7cfb\u7edf\u4e2d\u8fdb\u884c\u957f\u671f\u800c\u8270\u8f9b\u7684\u5de5\u4f5c\uff0c\u4ee5\u786e\u4fdd\u5404\u79cd\u8bbe\u5907\u7684\u517c\u5bb9\u6027\u4e0e\u7a33\u5b9a\u6027\u3002<\/p>\n\n\n\n

Parade Technologies \u548c Montage Technology \u7684\u591a\u6b21\u5931\u8d25\u5c1d\u8bd5\u663e\u793a\u4e86\u8d44\u683c\u8ba4\u8bc1\u662f\u4e00\u4e2a\u7e41\u91cd\u800c\u8270\u96be\u7684\u8fc7\u7a0b\uff0c\u81f3\u4eca\u5b83\u4eec\u4ecd\u672a\u80fd\u5b9e\u73b0\u6279\u91cf\u51fa\u8d27\u3002\u5728\u672a\u6765\uff0c\u6211\u4eec\u8ba4\u4e3a\u5b83\u4eec\u4e5f\u65e0\u6cd5\u8fdb\u884c\u6709\u610f\u4e49\u7684\u7ade\u4e89\u3002Montage \u7531\u4e8e\u662f\u4e2d\u56fd\u4f9b\u5e94\u5546\uff0c\u5176\u65e0\u6cd5\u8fdb\u5165 AI \u670d\u52a1\u5668\u5e02\u573a\u3002Parade \u7684\u60c5\u51b5\u66f4\u4e3a\u7cdf\u7cd5\uff0c\u56e0\u4e3a\u4ed6\u4eec\u7684\u82af\u7247\u5728\u529f\u80fd\u96c6\u65b9\u9762\u51e0\u4e4e\u6ca1\u6709\u4efb\u4f55\u4f18\u52bf\u3002\u6b64\u5916\uff0cParade \u91c7\u7528\u4e86\u81ea\u5df1\u7684 SerDes\uff0c\u8fd9\u610f\u5473\u7740\u5b83\u4eec\u4e0e\u5176\u4ed6\u8bbe\u5907\u7684\u4e92\u64cd\u4f5c\u6027\u5dee\u5f97\u5f88\u8fdc\u3002\u76f8\u53cd\uff0cAstera Labs \u5177\u6709\u4e0e\u6574\u4e2a\u884c\u4e1a\u7684 PCIe SerDes \u548c\u63a7\u5236\u5668\u826f\u597d\u7684\u4e92\u64cd\u4f5c\u6027\u3002<\/p>\n\n\n\n

\u5f53\u7136\uff0cBroadcom \u4e0e\u4f17\u4e0d\u540c\uff0c\u4ed6\u4eec\u62e5\u6709\u5168\u7403\u9876\u5c16\u7684 SerDes IP \u6280\u672f\uff0c\u8fd9\u4e5f\u662f\u4ed6\u4eec\u5728\u8c37\u6b4c\u8bbe\u8ba1\u4e2d\u8131\u9896\u800c\u51fa\u7684\u5173\u952e\u56e0\u7d20\u3002\u76f8\u6bd4\u4e4b\u4e0b\uff0cAstera Labs \u5219\u662f\u901a\u8fc7 Synopsys \u8bb8\u53ef\u4f7f\u7528\u7684 IP \u6765\u5b9e\u73b0\u5176\u4ea7\u54c1\u3002Astera \u5e76\u4e0d\u4ec5\u4ec5\u662f\u4f7f\u7528\u73b0\u6210\u7684\u89e3\u51b3\u65b9\u6848\uff0c\u4ed6\u4eec\u8fdb\u884c\u4e86\u4e00\u4e9b\u5b9a\u5236\u5316\u7684\u4fee\u6539\u3002Broadcom \u5728 PCIe \u4ea4\u6362\u673a\u5e02\u573a\u4e0a\u5360\u636e\u4e3b\u5bfc\u5730\u4f4d\uff0c\u5e76\u79ef\u6781\u63a8\u52a8\u6210\u4e3a\u552f\u4e00\u63d0\u4f9b\u5b8c\u6574\u7cfb\u7edf\u7684\u4f9b\u5e94\u5546\u3002<\/p>\n\n\n

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\u5c3d\u7ba1\u5728\u8868\u9762\u4e0a\u770b\u8d77\u6765\u5177\u6709\u4e00\u5b9a\u7684\u8bf4\u670d\u529b\uff0c\u6211\u4eec\u8ba4\u4e3a\u8fd9\u5e76\u4e0d\u8db3\u4ee5\u8ba9 Astera Labs \u4ece\u7ade\u4e89\u5bf9\u624b\u624b\u4e2d\u593a\u53d6\u6240\u6709\u5e02\u573a\u4efd\u989d\u3002Inphi \u518d\u6b21\u662f\u4e00\u4e2a\u5f88\u597d\u7684\u6bd4\u8f83\u5bf9\u8c61\uff0c\u56e0\u4e3a\u5149\u5b66\u4ea4\u6362\u5e02\u573a\u5728\u5f88\u5927\u7a0b\u5ea6\u4e0a\u88ab Broadcom \u6240\u4e3b\u5bfc\uff0c\u4f46 Inphi \u5728\u8bd5\u56fe\u5360\u9886 DSP \u5e02\u573a\u65b9\u9762\u5e76\u672a\u53d6\u5f97\u6210\u529f\u3002\u5982\u4e0b\u6240\u793a\uff0cAstera Labs \u7684\u6700\u65b0\u4ea7\u54c1\u4e0e Broadcom \u7684\u89c4\u683c\u76f8\u540c\uff0c\u4f46\uff08\u58f0\u79f0\uff09\u529f\u8017\u7565\u4f4e\u3002\u9700\u8981\u8bf4\u660e\u7684\u662f\uff0c\u7eb8\u9762\u89c4\u683c\u53ef\u80fd\u4e0e\u5b9e\u9645\u89c4\u683c\u5927\u76f8\u5f84\u5ead\uff0c\u8fd9\u4e00\u70b9\u53ea\u6709\u5ba2\u6237\u5728\u8bc4\u4f30\u8fd9\u4e9b\u4ea7\u54c1\u65f6\u624d\u80fd\u4e86\u89e3\u3002\u5c3d\u7ba1\u5982\u6b64\uff0c\u4e9a\u9a6c\u900a\u548c\u82f1\u4f1f\u8fbe\u5c06\u7ee7\u7eed\u5728 PCI gen 6 \u8d44\u683c\u8ba4\u8bc1\u4e0a\u4e0eAstera Labs \u5360\u636e\u4e3b\u5bfc\u5730\u4f4d\u3002<\/p>\n\n\n

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\u6211\u4eec\u8ba4\u4e3a\uff0c\u8fd9\u79cd\u6280\u672f\u4e0a\u7684\u4f18\u52bf\u5f88\u53ef\u80fd\u662f\u7531\u4e8e\u88c5\u673a\u91cf\u7684\u4f18\u52bf\u6240\u5e26\u6765\u7684\u3002Astera Labs \u5728\u5176\u82af\u7247\u4e2d\u96c6\u6210\u4e86\u9065\u6d4b\u529f\u80fd\uff0c\u5e76\u901a\u8fc7\u5176\u8f6f\u4ef6\u5e73\u53f0 COSMOS \u5145\u5206\u5229\u7528\u8fd9\u4e9b\u6570\u636e\u3002\u867d\u7136\u6211\u4eec\u8ba4\u4e3a Broadcom \u4e5f\u80fd\u63d0\u4f9b\u76f8\u540c\u7684\u529f\u80fd\uff0c\u4f46\u5728\u6211\u4eec\u770b\u6765\uff0cAstera Labs \u7684\u5148\u53d1\u4f18\u52bf\u4f7f\u5176\u66f4\u6df1\u5165\u5730\u4e86\u89e3\u5ba2\u6237\u9700\u6c42\u548c\u7269\u7406\u63a5\u53e3\u3002<\/p>\n\n\n\n

\u6b64\u5916\uff0c\u82f1\u4f1f\u8fbe\u5e0c\u671b\u5c3d\u53ef\u80fd\u51cf\u5c11\u4e0e Broadcom \u7684\u5408\u4f5c\uff0c\u8fd9\u5bf9 Astera Labs \u6765\u8bf4\u662f\u4e00\u4e2a\u5de8\u5927\u7684\u957f\u671f\u5229\u597d\uff0c\u56e0\u4e3a\u82f1\u4f1f\u8fbe\u5c06 Astera Labs \u89c6\u4e3a\u957f\u671f\u7684\u5408\u4f5c\u4f19\u4f34\u800c\u4e0d\u662f\u7ade\u4e89\u5bf9\u624b\u3002\u6211\u4eec\u8ba4\u4e3a\u8fd9\u79cd\u62a4\u57ce\u6cb3\u8db3\u4ee5\u7ee7\u7eed\u5728\u8fd9\u4e2a\u5e02\u573a\u4e2d\u4fdd\u6301\u4e3b\u5bfc\u5730\u4f4d\uff0c\u7279\u522b\u662f\u5728\u6a21\u62df\u9886\u57df\uff0c\u8bbe\u8ba1\u66f4\u591a\u5730\u662f\u4e00\u79cd\u827a\u672f\u800c\u4e0d\u662f\u79d1\u5b66\u3002<\/p>\n\n\n

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05<\/strong><\/p>\n\n\n\n

\u4e9a\u9a6c\u900a\u4e0e Astera Labs \u7684\u5408\u4f5c\u5173\u7cfb<\/strong><\/p>\n\n\n\n

\u4e9a\u9a6c\u900a\u4e00\u76f4\u662f Astera Labs \u7684\u6700\u5927\u5ba2\u6237\uff0c\u5c3d\u7ba1\u6211\u4eec\u9884\u8ba1\u8fd9\u79cd\u60c5\u51b5\u5c06\u4f1a\u53d1\u751f\u6539\u53d8\uff0c\u4f46\u6211\u4eec\u8ba4\u4e3a\u8fd9\u4e00\u5173\u7cfb\u503c\u5f97\u6df1\u5165\u5206\u6790\u3002\u9996\u5148\uff0c\u503c\u5f97\u5f3a\u8c03\u7684\u662f\uff0cAstera Labs \u4e00\u76f4\u575a\u6301\u91c7\u7528\u4e91\u4f18\u5148\u7684\u6218\u7565\u3002\u5728 2019 \u5e74\uff0cAstera Labs\u3001AWS \u548c Synopsys \u8054\u5408\u53d1\u8868\u4e86\u58f0\u660e\uff0c\u81ea\u8c6a\u5730\u5ba3\u5e03 Astera Labs \u662f\u884c\u4e1a\u4e2d\u9996\u5bb6\u5b8c\u5168\u4f9d\u8d56\u4e91 EDA \u5de5\u5177\u7684\u516c\u53f8\uff0c\u800c\u8fd9\u4e9b\u5de5\u5177\u6b63\u662f\u6258\u7ba1\u5728 AWS \u4e0a\u3002<\/p>\n\n\n\n

\u5404\u5a92\u4f53\u6587\u7ae0\u5c06 Astera Labs \u63cf\u8ff0\u4e3a\u4e00\u5bb6\u5f00\u521b\u6027\u7684\u57fa\u4e8e\u4e91\u6280\u672f\u7684\u534a\u5bfc\u4f53\u521d\u521b\u4f01\u4e1a\uff0c\u5176\u521b\u7eaa\u5f55\u7684\u4e0a\u5e02\u65f6\u95f4\u4e3a\u4e9a\u9a6c\u900a\u5e26\u6765\u4e86\u826f\u597d\u7684\u5ba3\u4f20\u6548\u679c\u3002\u6839\u636e\u516c\u53f8\u63d0\u4ea4\u7684 S1 \u6587\u4ef6\u663e\u793a\uff0c\u622a\u81f3 2022 \u5e74 12 \u6708\uff0cAstera Labs \u4e0e\u4e00\u5bb6\u4f9b\u5e94\u5546\u7b7e\u8ba2\u4e86\u4e3a\u671f 3 \u5e74\u7684\u4e91\u670d\u52a1\u534f\u8bae\uff0c\u4e3b\u8981\u6d89\u53ca\u4e0e\u82af\u7247\u8bbe\u8ba1\u76f8\u5173\u7684\u6258\u7ba1\u670d\u52a1\u3002\u8be5\u534f\u8bae\u5305\u62ec\u5728 2024 \u5e74\u548c 2025 \u5e74\u81f3\u5c11\u8d2d\u4e70 200 \u4e07\u7f8e\u5143\u7684\u670d\u52a1\u3002\u867d\u7136\u8fd9\u7b14\u91d1\u989d\u5bf9\u4e8e\u4e9a\u9a6c\u900a\u6765\u8bf4\u76f8\u5bf9\u8f83\u5c0f\uff0c\u4f46\u8fd9\u4e00\u627f\u8bfa\u6709\u52a9\u4e8e\u5de9\u56fa\u53cc\u65b9\u4e4b\u95f4\u5f3a\u5927\u7684\u5408\u4f5c\u5173\u7cfb\u3002<\/p>\n\n\n\n

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\u7b80\u5355\u6765\u8bf4\uff0c\u4e9a\u9a6c\u900a\u4ece Astera \u8d2d\u4e70\u7684\u4ea7\u54c1\u8d8a\u591a\uff0c\u83b7\u5f97\u7684\u8ba4\u80a1\u6743\u8bc1\u5c31\u8d8a\u591a\uff0c\u4fc3\u4f7f Astera \u5b9e\u9a8c\u5ba4\u53d1\u5c55\u58ee\u5927\u5e76\u4ece\u5176\u8d2d\u4e70\u4ea7\u54c1\u7684\u52a8\u529b\u5c31\u8d8a\u5927\u3002\u4ece\u8868\u9762\u4e0a\u770b\uff0c\u8fd9\u662f\u4e00\u4e2a\u53cc\u8d62\u7684\u7ed3\u679c\u3002\u4e0e\u5178\u578b\u7684\u5ba2\u6237\u6298\u6263\u4e0d\u540c\uff0c\u8fd9\u79cd\u673a\u5236\u4e0d\u4f1a\u51cf\u5c11\u73b0\u91d1\u6536\u5165\uff0c\u540c\u65f6\u4e3a\u5ba2\u6237\u63d0\u4f9b\u4e86\u957f\u671f\u6fc0\u52b1\u3002<\/p>\n\n\n\n

\u6240\u6709\u8fd9\u4e9b\u8bf4\u660e\u4e86\u4e9a\u9a6c\u900a\u4e0e Astera Labs \u4e4b\u95f4\u7279\u6b8a\u7684\u5173\u7cfb\u3002AlphaWave \u548c Credo \u4e0e\u4e9a\u9a6c\u900a\u7684\u5173\u7cfb\u4e5f\u662f\u7c7b\u4f3c\u7684\uff0c\u4f46\u5b83\u4eec\u7684\u6548\u679c\u8fdc\u8fdc\u4e0d\u5982\u9884\u671f\u3002\u5b83\u4eec\u66fe\u7ecf\u662f\u7b2c\u4e00\u4e2a\u4e3a\u975e AI \u5de5\u4f5c\u8d1f\u8f7d\u90e8\u7f72\u5927\u89c4\u6a21 PCIe Gen 4 \u548c Gen 5 \u4fe1\u53f7\u6574\u5f62\u5668\u7684\u8d85\u5927\u89c4\u6a21\u8ba1\u7b97\u5e73\u53f0\u3002\u6211\u4eec\u66fe\u6df1\u5165\u63a2\u8ba8\u5206\u6790\u8fc7\u4e9a\u9a6c\u900a\u7684\u786c\u4ef6\u5806\u6808\uff0c\u6211\u4eec\u8ba4\u4e3a\uff0c\u5728 PCIe Gen 6 \u90e8\u7f72\u7684\u63a8\u52a8\u4e0b\uff0c\u8fd9\u79cd\u5173\u7cfb\u53ef\u80fd\u4f1a\u5728\u975e AI \u5de5\u4f5c\u8d1f\u8f7d\u65b9\u9762\u7ee7\u7eed\u53d1\u5c55\u3002\u4e9a\u9a6c\u900a\u662f\u5728 PCIe Gen 7 \u65b9\u9762\u6700\u79ef\u6781\u7684\u516c\u53f8\uff0c\u8fd9\u5bf9 Astera Labs \u4e5f\u662f\u4e2a\u597d\u5146\u5934\u3002<\/p>\n\n\n\n

\u6b64\u5916\uff0c\u6211\u4eec\u9884\u8ba1 Astera Labs \u5c06\u4f1a\u63a8\u51fa\u4e13\u95e8\u9488\u5bf9\u7b2c 6 \u4ee3\u548c\u7b2c 7 \u4ee3\u7684\u4e2d\u5c0f\u578b\u6210\u672c\u4f18\u5316 PCIe\/CXL \u4ea4\u6362\u673a\uff0c\u4ee5\u6ee1\u8db3\u4e9a\u9a6c\u900a\u5de5\u4f5c\u8d1f\u8f7d\uff08\u4f8b\u5982\u5176 Nitro DPU \u548c Graviton CPU\uff09\u7684\u7279\u5b9a\u9700\u6c42\u3002\u5c3d\u7ba1\u8fd9\u4e9b\u4ea4\u6362\u673a\u5728\u77ed\u671f\u5185\u53ef\u80fd\u4e0d\u4f1a\u7acb\u5373\u4ea7\u751f\u8d21\u732e\uff0c\u4f46\u6211\u4eec\u76f8\u4fe1\uff0c\u5728\u6bcf\u5e74\u7ea6 100 \u4e07\u4e2a Graviton CPU \u7684\u90e8\u7f72\u63a8\u52a8\u4e0b\uff0c\u8fd9\u5c06\u6210\u4e3a Astera Labs \u4e1a\u52a1\u4ef7\u503c\u8d85\u8fc7 5,000 \u4e07\u7f8e\u5143\u7684\u5173\u952e\u9886\u57df\u3002\u8003\u8651\u5230\u9ad8\u7aef\u7684 Broadcom \u4ea4\u6362\u673a\u548c\u4f4e\u7aef\u7684 Astera Labs \u4e4b\u95f4\u7684\u7ade\u4e89\u683c\u5c40\uff0c\u6211\u4eec\u8ba4\u4e3a Microchip\u3001Xconn \u6216\u5176\u4ed6\u516c\u53f8\u5f88\u96be\u5728\u4ea4\u6362\u673a\u5e02\u573a\u4e0a\u53d6\u5f97\u7a81\u7834\u3002<\/p>\n\n\n\n

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06<\/strong><\/p>\n\n\n\n

AEC \u7684\u673a\u9047<\/strong><\/p>\n\n\n\n

Astera Labs \u53e6\u4e00\u4e2a\u5f15\u4eba\u6ce8\u76ee\u7684\u9886\u57df\u662f\u5176 Taurus \u4ea7\u54c1\u7cfb\u5217 AEC\u3002AEC \u662f\u4e00\u79cd\u94dc\u7f06\uff0c\u4e24\u7aef\u90fd\u5305\u542b\u4ee5\u592a\u7f51\u91cd\u5b9a\u65f6\u5668\u3002\u8fd9\u79cd\u8bbe\u8ba1\u4f7f\u5f97\u76f4\u8fde\u94dc\u7f06\uff08DAC\uff09\u7684\u4f20\u8f93\u8ddd\u79bb\u5f97\u4ee5\u5ef6\u957f\u3002\u5c3d\u7ba1 DAC \u76ee\u524d\u5df2\u7ecf\u88ab\u5e7f\u6cdb\u90e8\u7f72\uff0c\u4f46\u53d7\u5230\u9ad8\u6570\u636e\u901f\u7387\u6240\u5e26\u6765\u7684\u539a\u5ea6\u548c\u8ddd\u79bb\u9650\u5236\u3002\u968f\u7740\u6211\u4eec\u5411 800G \u548c 1.6T \u7684\u6570\u636e\u4f20\u8f93\u901f\u7387\u8fc7\u6e21\uff0c\u8fd9\u4e9b\u95ee\u9898\u5c06\u4f1a\u8fdb\u4e00\u6b65\u52a0\u5267\uff0c\u53ef\u80fd\u9700\u8981\u8003\u8651\u8f6c\u5411\u5149\u5b66\u4f20\u8f93\u6216\u91c7\u7528\u57fa\u4e8e\u4ee5\u592a\u7f51\u7684\u89e3\u51b3\u65b9\u6848\u3002<\/p>\n\n\n

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\"\"<\/figure><\/div>\n\n\n

\u636e\u6211\u4eec\u7684\u4f30\u8ba1\uff0cAEC \u5728 400G \u65f6\u5f00\u59cb\u5177\u5907\u7ade\u4e89\u529b\u3002\u7136\u800c\uff0c\u5728\u5f53\u524d\u7684\u4eba\u5de5\u667a\u80fd\u96c6\u7fa4\u4e2d\uff0c\u5927\u591a\u6570\u4e92\u8fde\u90fd\u4f9d\u8d56\u4e8e\u5149\u7ea4\uff0c\u5e76\u4e14\u914d\u5907\u4e86\u5149\u5b66\u6570\u5b57\u4fe1\u53f7\u5904\u7406\u5668\uff08DSP\uff09\u3002\u90e8\u5206\u539f\u56e0\u662f\u56e0\u4e3a\u82f1\u4f1f\u8fbe\u79ef\u6781\u63a8\u52a8\u5176 Infiniband \u89e3\u51b3\u65b9\u6848\uff0c\u8be5\u89e3\u51b3\u65b9\u6848\u4e3b\u8981\u4f9d\u8d56\u4e8e\u5149\u4e92\u8fde\u6280\u672f\u3002\u6211\u4eec\u9884\u8ba1\u968f\u7740\u603b\u62e5\u6709\u6210\u672c\uff08TCO\uff09\u6210\u4e3a\u5173\u6ce8\u7684\u7126\u70b9\uff0c\u8fd9\u79cd\u60c5\u51b5\u4f1a\u9010\u6e10\u53d1\u751f\u53d8\u5316\u3002<\/p>\n\n\n\n

\u5728\u8fd9\u65b9\u9762\uff0cAEC \u76f8\u5bf9\u4e8e\u5149\u7ea4\u8868\u73b0\u4f18\u5f02\uff0c\u56e0\u4e3a\u5b83\u4eec\u7684\u529f\u8017\u66f4\u4f4e\uff0c\u6210\u672c\u66f4\u4f4e\u3002\u4e0b\u8868\u5bf9 AEC \u548c AOC \u8fdb\u884c\u4e86\u6bd4\u8f83\uff0cAOC \u662f\u4e24\u7aef\u5e26\u6709 DSP \u7684\u56fa\u5b9a\u5c3a\u5bf8\u5149\u7f06\u3002\u800c\u66f4\u5e38\u7528\u7684\u5149\u7ea4 + \u53ef\u63d2\u62d4 DSP \u7ec4\u5408\u5219\u66f4\u4e3a\u6602\u8d35\u3002\u9664\u4e86\u6210\u672c\u548c\u529f\u8017\uff0c\u5149\u7f06\u7684\u6545\u969c\u7387\u4e5f\u9ad8\u4e8e\u94dc\u7f06\u3002Credo \u9884\u8ba1\uff0cAOC \u7684\u5e74\u6545\u969c\u7387\u4e3a 0.9%\uff0c\u6bd4 AEC \u5e74\u6545\u969c\u7387\u4f4e\u4e8e 0.01%\uff0c\u9ad8\u51fa\u8fd1\u4e24\u4e2a\u6570\u91cf\u7ea7\u3002<\/p>\n\n\n

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\"\"<\/figure><\/div>\n\n\n

\u867d\u7136\u4ece\u7406\u8bba\u4e0a\u770b AEC \u5177\u6709\u5438\u5f15\u529b\uff0c\u4f46\u9700\u8981\u6ce8\u610f\u7684\u662f\uff0c\u4e0e GPU \u76f8\u6bd4\uff0c\u5176\u6210\u672c\u548c\u529f\u8017\u4f18\u52bf\u5e76\u4e0d\u5341\u5206\u7a81\u51fa\u3002\u6211\u4eec\u6700\u8fd1\u5728\u6570\u636e\u4e2d\u5fc3\u80fd\u6e90\u6587\u7ae0\u4e2d\u5bf9\u540e\u8005\u8fdb\u884c\u4e86\u6df1\u5165\u63a2\u8ba8\u3002\u7136\u800c\uff0c\u6211\u4eec\u8ba4\u4e3a\u8fd9\u79cd\u5dee\u8ddd\u4f1a\u9010\u6e10\u589e\u5927\uff0cAEC \u7684\u7ade\u4e89\u529b\u4e5f\u4f1a\u968f\u4e4b\u589e\u5f3a\u3002\u5728\u6211\u4eec\u770b\u6765\uff0c800G \u5e94\u8be5\u662f\u4e00\u4e2a\u4e34\u754c\u70b9\u3002\u8003\u8651\u5230 AI \u96c6\u7fa4\u5f80\u5f80\u66f4\u5feb\u5730\u91c7\u7528\u6700\u9ad8\u6570\u636e\u901f\u7387\uff0c\u6211\u4eec\u8ba4\u4e3a AEC \u662f\u7531 AI \u9a71\u52a8\u7684\u5e02\u573a\u3002<\/p>\n\n\n\n

<\/p>\n\n\n\n

07<\/strong><\/p>\n\n\n\n

Astera Labs \u80fd\u5426\u4ece\u8001\u724c\u9886\u5bfc\u8005\u624b\u4e2d\u62a2\u5360\u4efd\u989d\uff1f<\/strong><\/p>\n\n\n\n

\u8be5\u5e02\u573a\u7684\u5148\u884c\u8005\u662f Credo Technology Group\u3002\u5c3d\u7ba1 Credo \u5938\u5927\u4e86 200G \u548c 400G \u7684 AEC \u90e8\u7f72\u89c4\u6a21\uff0c\u5bfc\u81f4\u5e02\u573a\u5931\u671b\uff0c\u4f46\u6211\u4eec\u9884\u8ba1\u8fd9\u4e2a\u4e1a\u52a1\u5c06\u5728 2024 \u5e74\u4e0b\u534a\u5e74\u8fce\u6765\u8d77\u98de\u3002\u5728\u5fae\u8f6f\u3001\u4e9a\u9a6c\u900a\u548c\u8c37\u6b4c\u7684\u63a8\u52a8\u4e0b\uff0cCredo \u548c Marvell \u90fd\u5c06\u53d7\u76ca\u3002\u5176\u4ed6\u6d89\u53ca\u7684\u516c\u53f8\u5305\u62ec Broadcom\u3001Maxlinear \u7b49\u3002\u5b83\u4eec\u90fd\u5728\u66f4\u5e7f\u6cdb\u7684\u5149\u5b66 DSP \u5e02\u573a\u7ade\u4e89\uff0c\u5e76\u5236\u9020\u81ea\u5df1\u7684 SerDes IP\u3002Astera Labs \u662f\u552f\u4e00\u4e00\u5bb6\u4ece Synopsys \u83b7\u5f97 IP \u6388\u6743\u7684\u516c\u53f8\u3002Point2\u3001Spectra7\u3001Macom \u548c Semtech \u4e5f\u90fd\u5728\u8fdb\u5165\u8fd9\u4e00\u5e02\u573a\u3002<\/p>\n\n\n\n

\u5e02\u573a\u89c4\u6a21\u53ef\u80fd\u4f1a\u8fbe\u5230\u6570\u5341\u4ebf\u7f8e\u5143\uff0c\u56e0\u4e3a\u5728 ToR \u62d3\u6251\u7ed3\u6784\u4e2d\uff0c\u6bcf\u4e2a GPU \u90fd\u9700\u8981\u8fde\u63a5\u4e00\u6839\u7535\u7f06\u8fdb\u884c NIC \u5230 ToR \u901a\u4fe1\u3002\u4e0b\u56fe\u5c55\u793a\u4e86 GPU \u6570\u91cf\u4e0e\u7535\u7f06\u6570\u91cf\u7684\u5bf9\u5e94\u5173\u7cfb\u3002\u6211\u4eec\u4f30\u8ba1\uff0c400G AEC \u7684\u5e73\u5747\u9500\u552e\u4ef7\u683c\u7ea6\u4e3a 130 \u7f8e\u5143\uff0c\u800c 800G \u7684\u4ef7\u683c\u9884\u8ba1\u5c06\u4e0a\u5347\u5230\u7ea6 180 \u7f8e\u5143\u3002<\/p>\n\n\n

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\"\"<\/figure><\/div>\n\n\n

\u5728\u6211\u4eec\u770b\u6765\uff0cMarvell \u548c Broadcom \u5c06\u662f\u4ece\u8fd9\u4e00\u589e\u957f\u4e2d\u53d7\u76ca\u6700\u591a\u7684\u516c\u53f8\uff0c\u800c Credo \u53ef\u80fd\u4f1a\u5931\u53bb\u5e02\u573a\u4efd\u989d\u3002\u5e02\u573a\u7ade\u4e89\u5c06\u66f4\u52a0\u6fc0\u70c8\uff0c\u9884\u8ba1\u5229\u6da6\u7387\u4f1a\u4f4e\u4e8e\u5176\u4ed6\u5e02\u573a\u3002Astera Labs \u5c06\u5c1d\u8bd5\u5229\u7528\u5176\u5728 PCIe \u9886\u57df\u7684\u5730\u4f4d\u548c\u5ba2\u6237\u5173\u7cfb\uff0c\u5c24\u5176\u662f\u4e0e\u4e9a\u9a6c\u900a\u7684\u5173\u7cfb\u3002\u7136\u800c\uff0c\u9664\u4e86\u4e0e\u4e9a\u9a6c\u900a\u7684\u7a33\u56fa\u5173\u7cfb\u5916\uff0c\u6211\u4eec\u8ba4\u4e3a\u8be5\u516c\u53f8\u4ecd\u5c06\u662f\u4e00\u5bb6\u76f8\u5bf9\u5c0f\u4f17\u7684\u4f01\u4e1a\u3002<\/p>\n\n\n\n

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08<\/strong><\/p>\n\n\n\n

CXL \u6700\u65b0\u52a8\u6001<\/strong><\/p>\n\n\n\n

Astera Labs \u5728 CXL \u9886\u57df\u662f\u5148\u884c\u8005\u3002\u6b63\u5982\u4e4b\u524d\u63d0\u5230\u7684\uff0cAstera \u6536\u5230\u4e86 Marvell \u7684\u6536\u8d2d\u8981\u7ea6\uff0c\u4f46\u88ab\u62d2\u7edd\u4e86\u3002\u56e0\u6b64\uff0cMarvell \u5728 2022 \u5e74\u8f6c\u5411\u6536\u8d2d Tanzanite Silicon\u3002Tanzanite Silicon \u5c55\u793a\u4e86\u9996\u4e2a\u652f\u6301\u673a\u67b6\u89c4\u6a21\u5185\u5b58\u6c60\u5316\u7684 CXL 2.0 \u5185\u5b58\u52a0\u901f\u5668\uff0c\u5e76\u4e8e 2021 \u5e74 11 \u6708\u63a8\u51fa\u4e86\u4ed6\u4eec\u7684 Leo \u5e73\u53f0\u3002\u4ed6\u4eec\u4e8e 2022 \u5e74\u8fdb\u5165\u9884\u751f\u4ea7\u9636\u6bb5\uff0c\u5e76\u4e8e 2023 \u5e74\u5f00\u59cb\u51fa\u8d27\u3002\u7136\u800c\uff0c\u73b0\u5728\u5df2\u7ecf\u662f 2024 \u5e74\u4e86\uff0c\u9500\u91cf\u4ecd\u7136\u975e\u5e38\u4f4e\u8ff7\uff0c\u6211\u4eec\u770b\u4e0d\u5230\u5373\u5c06\u51fa\u73b0\u7684\u62d0\u70b9\u3002<\/p>\n\n\n\n

\u5185\u5b58\u6c60\u5316\u6280\u672f\u7684\u524d\u666f\u6216\u8bb8\u4e0d\u5c3d\u5982\u4eba\u610f\u3002\u8fd9\u662f\u56e0\u4e3a\u5927\u90e8\u5206\u7a0b\u5e8f\u5df2\u7ecf\u6084\u7136\u5730\u88ab\u63a8\u8fdf\u6216\u8005\u53d6\u6d88\uff0c\u800c\u4e14\u5728\u4eba\u5de5\u667a\u80fd\u90e8\u7f72\u4e2d\uff0cCXL \u6280\u672f\u4e5f\u4e0d\u4f1a\u5e26\u6765\u663e\u8457\u7684\u76ca\u5904\u3002\u867d\u7136 Marvell \u4e0e\u8c37\u6b4c\u7684\u5408\u4f5c\u9879\u76ee\u53ef\u80fd\u4f1a\u5bf9 CXL \u6280\u672f\u4ea7\u751f\u67d0\u79cd\u5f71\u54cd\uff0c\u4f46\u5176\u5f71\u54cd\u53ef\u80fd\u5e76\u4e0d\u663e\u8457\u3002\u4ece\u4e2d\u671f\u6765\u770b\uff0c\u6211\u4eec\u9884\u8ba1 CXL \u5185\u5b58\u6269\u5c55\u6280\u672f\u4f1a\u9010\u6e10\u5f97\u5230\u4e00\u5b9a\u7a0b\u5ea6\u7684\u5e94\u7528\uff0c\u4f46\u5176\u589e\u957f\u901f\u5ea6\u53ef\u80fd\u6bd4\u4e00\u4e9b\u4e13\u5bb6\u9884\u60f3\u7684\u8981\u7f13\u6162\uff0c\u4e14\u5176\u89c4\u6a21\u4e5f\u53ef\u80fd\u8f83\u5c0f\u3002<\/p>\n\n\n\n

\u503c\u5f97\u6b23\u6170\u7684\u662f\uff0c\u968f\u7740\u4e3b\u8981\u5185\u5b58\u5236\u9020\u5546\u7b49\u5404\u65b9\u53c2\u4e0e\u8005\u7eb7\u7eb7\u9000\u51fa\u7ade\u4e89\uff0c\u5e02\u573a\u7ade\u4e89\u5df2\u663e\u8457\u51cf\u5c0f\u3002\u5728\u8fd9\u79cd\u60c5\u51b5\u4e0b\uff0c\u6211\u4eec\u8ba4\u4e3a Astera Labs \u5c06\u80fd\u591f\u5728\u5e02\u573a\u4e2d\u83b7\u5f97\u6700\u5927\u7684\u4ef7\u503c\u3002\u6211\u4eec\u4f30\u8ba1 Leo \u5185\u5b58\u63a7\u5236\u5668\u7684\u5e73\u5747\u9500\u552e\u4ef7\u683c\u7ea6\u4e3a 70 \u7f8e\u5143\uff0c\u6bcf\u4e2a\u63a7\u5236\u5668\u901a\u5e38\u8fde\u63a5 2 \u6216 4 \u4e2a DIMM\u3002\u5c3d\u7ba1 Montage\u3001Rambus \u548c Microchip \u7b49\u516c\u53f8\u63a8\u51fa\u4e86\u5185\u5b58\u6269\u5c55\u8bbe\u5907\uff0c\u4f46 Rambus \u548c Microchip \u9762\u4e34\u7740\u4eba\u624d\u6d41\u5931\u548c\u7ec4\u7ec7\u52a8\u8361\u7684\u95ee\u9898\uff0c\u540c\u65f6\u6211\u4eec\u4e5f\u5c1a\u672a\u770b\u5230\u7f8e\u56fd\u7684\u8d85\u5927\u89c4\u6a21\u4e91\u670d\u52a1\u63d0\u4f9b\u5546\u6216\u539f\u59cb\u8bbe\u5907\u5236\u9020\u5546\u5927\u91cf\u91c7\u8d2d Montage \u4ea7\u54c1\u7684\u60c5\u51b5\u3002<\/p>\n\n\n\n

<\/p>\n\n\n\n

09<\/strong><\/p>\n\n\n\n

\u4f30\u503c\u4e0e\u8d22\u52a1\u9884\u6d4b<\/strong><\/p>\n\n\n\n

\u6839\u636e\u6211\u4eec\u7684\u6a21\u578b\u9884\u6d4b\uff0c\u4ece 2023 \u5e74\u5230 2027 \u5e74\uff0c\u516c\u53f8\u7684\u8425\u6536\u589e\u957f\u5e74\u590d\u5408\u589e\u957f\u7387\u4e3a 59\uff05\u3002\u5728\u8fd9\u671f\u95f4\uff0c2024 \u5e74\u5c06\u4f1a\u51fa\u73b0\u7206\u70b8\u6027\u589e\u957f\uff0c\u4e3b\u8981\u662f\u7531\u4e8e AI \u96c6\u7fa4\u4e2d\u5927\u89c4\u6a21\u90e8\u7f72 Aries Retimer\uff0c\u4f7f\u5f97\u540c\u6bd4\u589e\u957f\u7387\u8fbe\u5230 167\uff05\u3002\u6211\u4eec\u9884\u8ba1\u516c\u53f8\u7684\u6bdb\u5229\u7387\u5c06\u4fdd\u6301\u5728\u975e\u5e38\u5065\u5eb7\u7684\u6c34\u5e73\uff0c\u4f46\u662f\u5176\u4ed6\u4ea7\u54c1\u7684\u6bdb\u5229\u7387\u5c06\u9010\u6b65\u4e0a\u5347\uff0c\u4ece\u800c\u644a\u8584\u603b\u4f53\u6bdb\u5229\u7387\u3002\u8fd9\u4e3b\u8981\u662f\u7531\u4e8e\u8f83\u4f4e\u7684\u52a0\u4ef7\u7387\u548c\u89c4\u6a21\u76f8\u5bf9\u8f83\u5c0f\u7684\u56fa\u5b9a\u6210\u672c\uff08\u4e3b\u8981\u5305\u62ec\u63a9\u6a21\u6298\u65e7\u548c\u66f4\u591a\u7684\u6676\u5706\u8bbe\u8ba1\uff09\u7684\u539f\u56e0\u3002<\/p>\n\n\n

\n
\"\"<\/figure><\/div>\n\n\n

\u6839\u636e\u6211\u4eec\u7684\u4f30\u7b97\uff0c\u5230 2027 \u5e74\uff0cAstera Labs \u7684\u8fd0\u8425\u5229\u6da6\u7387\u5c06\u8d85\u8fc7 40%\u3002\u9700\u8981\u6ce8\u610f\u7684\u662f\uff0c\u4e0b\u8868\u4e2d\u7684\u6570\u636e\u4e0d\u5305\u62ec\u4e00\u6b21\u6027\u8d39\u7528\uff0c\u4f8b\u5982 RSU \u7684\u5f52\u5c5e\uff0c\u8fd9\u4e9b\u8d39\u7528\u53ef\u80fd\u4f1a\u5f71\u54cd\u5230 2024 \u5e74\u7b2c\u4e00\u5b63\u5ea6\u7684\u8d22\u52a1\u6570\u636e\u3002Astera Labs \u5546\u4e1a\u6a21\u5f0f\u7684\u4f18\u52bf\u5728\u4e8e\uff0c\u5b83\u5916\u5305\u4e86\u4e00\u4e9b\u5173\u952e\u7684\u77e5\u8bc6\u4ea7\u6743\uff08\u5982 SerDes\uff09\uff0c\u4ece\u800c\u5728\u8f83\u4f4e\u7684\u56fa\u5b9a\u6210\u672c\u57fa\u7840\u4e0a\u5b9e\u73b0\u4e86\u6781\u9ad8\u7684\u8fd0\u8425\u6760\u6746\u3002<\/p>\n\n\n\n

\u5c3d\u7ba1\u8fd0\u8425\u652f\u51fa\u5c06\u7ee7\u7eed\u589e\u957f\uff0c\u4f46\u6211\u4eec\u8ba4\u4e3a Astera Labs \u5df2\u7ecf\u62e5\u6709\u4e00\u4e2a\u7a33\u56fa\u7684\u56e2\u961f\uff08\u8d85\u8fc7 260 \u540d\u5458\u5de5\uff09\u548c\u5ba2\u6237\u5173\u7cfb\uff0c\u56e0\u6b64\u4e0d\u9700\u8981\u5927\u91cf\u589e\u52a0\u6295\u8d44\u3002\u5c3d\u7ba1\u5b58\u8d27\u548c\u5e94\u6536\u8d26\u6b3e\u7684\u589e\u957f\u53ef\u80fd\u4f1a\u5bf9\u8fd0\u8425\u8d44\u672c\u9020\u6210\u4e00\u5b9a\u7684\u62d6\u7d2f\uff0c\u4f46\u81ea\u7531\u73b0\u91d1\u6d41\u4ecd\u5c06\u5927\u5e45\u589e\u957f\u3002\u6211\u4eec\u7684\u76ee\u6807\u662f\u5728 2027 \u5e74\u6309\u975e GAAP \u51c6\u5219\u5b9e\u73b0\u6bcf\u80a1\u6536\u76ca\u4e3a 1.77 \u7f8e\u5143\uff0c\u8fd9\u5c06\u4f7f\u5f97 Astera Labs \u7684\u5e02\u503c\u8fbe\u5230 2027 \u5e74\u6536\u76ca\u7684 17 \u500d\u3002\u5728\u66f4\u77ed\u7684\u671f\u9650\u5185\uff0c\u6309\u7167\u6bcf\u80a1 30 \u7f8e\u5143\u7684\u9996\u6b21\u516c\u5f00\u52df\u80a1\u4ef7\u683c\u8ba1\u7b97\uff0c\u6211\u4eec\u9884\u8ba1 Astera Labs \u5728 2024 \u5e74\u7684\u76c8\u5229\u5c06\u8fbe\u5230 47.3 \u500d\u3002<\/p>\n\n\n

\n
\"\"<\/figure><\/div>\n\n\n

\u56e0\u6b64\uff0c\u6211\u4eec\u8ba4\u4e3a Astera Labs \u5177\u5907\u5e02\u573a\u53c2\u4e0e\u8005\u6240\u9752\u7750\u7684\u5404\u9879\u7279\u8d28\u3002\u8be5\u516c\u53f8\u5728\u4eba\u5de5\u667a\u80fd\u9886\u57df\u7684\u76f4\u63a5\u53c2\u4e0e\u5ea6\u9887\u5177\u5438\u5f15\u529b\u3002\u9884\u8ba1 Astera Labs \u5728\u5168\u5e74\u7684\u4e1a\u7ee9\u6709\u671b\u8d85\u51fa\u5e02\u573a\u9884\u671f\uff0c\u5e76\u4e14\u5176\u5e02\u76c8\u7387\u53ef\u80fd\u5728 2027 \u5e74\u8fbe\u5230 20 \u81f3 25 \u500d\u7684\u6c34\u5e73\u3002\u6295\u8d44\u8005\u53ef\u80fd\u4f1a\u8ba4\u4e3a\uff0c\u4e0e Inphi \u516c\u53f8\u76f8\u6bd4\u8f83\uff0cAstera Labs \u66f4\u5177\u6295\u8d44\u4ef7\u503c\u3002\u6b64\u5916\uff0c\u6211\u4eec\u76ee\u524d\u5bf9 AEC \u7684\u6301\u80a1\u6bd4\u4f8b\u8f83\u4f4e\uff0c\u4e14\u5bf9\u4e8e Leo \u9879\u76ee\u7684\u589e\u957f\u524d\u666f\u6301\u8c28\u614e\u6001\u5ea6\uff0c\u56e0\u6b64\uff0c\u5982\u679c\u6211\u4eec\u5bf9 Leo \u9879\u76ee\u7684\u5224\u65ad\u6709\u8bef\uff0c\u90a3\u4e48\u5176\u80a1\u4ef7\u53ef\u80fd\u8fd8\u6709\u8fdb\u4e00\u6b65\u4e0a\u6da8\u7684\u7a7a\u95f4\u3002<\/p>\n\n\n\n

\u6b64\u5916\uff0c\u6b64\u6b21\u6d41\u901a\u80a1\u53ef\u80fd\u4f1a\u4fdd\u6301\u5728\u603b\u6d41\u901a\u80a1\u7684 15% \u4ee5\u4e0b\uff0c\u6211\u4eec\u8ba4\u4e3a\u8fd9\u4e0e\u4e0a\u4e00\u6b21\u5927\u578b\u534a\u5bfc\u4f53\u9886\u57df\u7684 IPO – ARM \u6709\u4e00\u4e9b\u76f8\u4f3c\u4e4b\u5904\u3002<\/p>\n\n\n\n

*\u4ee5\u4e0a\u6587\u7ae0\u7ffb\u8bd1\u81ea\u300aAstera Labs IPO – The Next Connectivity Superhero or Steamrolled By Competition?\u300b\uff0c\u5982\u9700\u539f\u6587\uff0c\u8bf7\u4e0e\u6211\u4eec\u8054\u7cfb\u3002<\/em><\/p>\n\n\n\n

WF Research \u662f\u4ee5\u7b2c\u4e00\u6027\u539f\u7406\u4e3a\u57fa\u7840\u7684\u4e13\u4e1a\u987e\u95ee\u670d\u52a1\u673a\u6784\uff0c\u6b22\u8fce\u5173\u6ce8\u548c\u7559\u8a00\uff01<\/p>\n\n\n\n

\u5fae\u4fe1\uff1aAlexqjl<\/p>\n\n\n\n

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