{"id":646886,"date":"2026-06-29T02:11:15","date_gmt":"2026-06-29T09:11:15","guid":{"rendered":"https:\/\/nai500.com\/blog\/2026\/06\/algm-on-nvda-mrvl-nxpi\/"},"modified":"2026-06-29T02:56:25","modified_gmt":"2026-06-29T09:56:25","slug":"algm-on-nvda-mrvl-nxpi","status":"publish","type":"post","link":"https:\/\/nai500.com\/zh-hans\/blog\/2026\/06\/algm-on-nvda-mrvl-nxpi\/","title":{"rendered":"Allegro \u66b4\u6da8\u5e26\u706b\u4f20\u611f\u677f\u5757\uff0c\u4e94\u5927\u8d62\u5bb6\u6d6e\u51fa\u6c34\u9762"},"content":{"rendered":"

\u5f53\u5e02\u573a\u7684\u805a\u5149\u706f\u957f\u671f\u9501\u5b9a\u5728GPU\u4e0eAI\u7b97\u529b\u9f99\u5934\u8eab\u4e0a\u65f6\uff0c\u534a\u5bfc\u4f53\u7684\u53d9\u4e8b\u903b\u8f91\u6b63\u6084\u7136\u88c2\u53d8\u3002\u8fc7\u53bb\u51e0\u4e2a\u4ea4\u6613\u65e5\uff0c\u7535\u6e90\u7ba1\u7406\u3001\u4f20\u611f\u5668\u4e0e\u4fe1\u53f7\u94fe\u82af\u7247\u63a5\u7ba1\u4e86\u4ea4\u6613\u70ed\u699c\uff0c\u800c\u5f15\u7206\u8fd9\u8f6e\u884c\u60c5\u7684\u5bfc\u706b\u7d22\u6b63\u662f\u78c1\u6027\u4f20\u611f\u5668\u4e0e\u7535\u6e90IC\u9f99\u5934 Allegro MicroSystems\u3002\u968f\u7740\u5206\u6790\u5e08\u5f3a\u70c8\u770b\u591a\u4e0e\u8d85\u9884\u671f\u7684\u4e1a\u7ee9\u6307\u5f15\uff0cAllegro\u5728\u516d\u4e2a\u591a\u6708\u5185\u98d9\u6da8\u8d85\u8fc7124%\uff0c\u521b\u51fa52\u5468\u65b0\u9ad8\uff0c\u5c06\u201c\u4e3aAI\u4f9b\u7535\u201d\u4e0e\u201c\u611f\u77e5\u9a71\u52a8\u201d\u4e24\u6761\u4e3b\u7ebf\u63a8\u81f3\u53f0\u524d\u3002<\/p>\n

\u5e02\u573a\u65cb\u5373\u542f\u52a8\u4e86\u4e00\u573a\u5feb\u901f\u8f6e\u52a8\uff0c\u626b\u8d27\u6240\u6709\u4e0e\u7535\u529b\u3001\u4f20\u611f\u3001\u4e92\u8054\u76f8\u5173\u7684\u54c1\u79cd\u3002\u4ee5\u82f1\u4f1f\u8fbe\u3001\u535a\u901a\u3001\u8fc8\u5a01\u5c14\u4e0e\u5b89\u68ee\u7f8e\u4e3a\u6838\u5fc3\u7684\u201c\u4e94\u5927\u8d62\u5bb6\u201d\u968f\u4e4b\u6d6e\u51fa\u6c34\u9762\uff0c\u63ed\u793a\u4e86AI\u8d44\u672c\u652f\u51fa\u5411\u4e0b\u6e38\u4f20\u5bfc\u7684\u6e05\u6670\u8def\u5f84\u3002<\/p>\n

\u5e95\u5c42\u903b\u8f91\uff1a\u7b97\u529b\u8981\u8dd1\uff0c\u5148\u5f97\u201c\u63d2\u7535\u201d\u4e0e\u201c\u611f\u77e5\u201d<\/h2>\n

\u672c\u8f6e\u8d44\u91d1\u8fc1\u5f99\u7684\u6839\u57fa\uff0c\u5728\u4e8eAI\u8d44\u672c\u5f00\u652f\u7684\u201c\u4f20\u5bfc\u94fe\u201d\u6b63\u5728\u663e\u6548\u3002\u8d85\u5927\u89c4\u6a21\u6570\u636e\u4e2d\u5fc3\u4e0ee-Mobility\u7535\u52a8\u5316\u7684\u6269\u5f20\uff0c\u4e0d\u518d\u4ec5\u4ec5\u62c9\u52a8\u8bad\u7ec3\u82af\u7247\u7684\u9700\u6c42\uff0c\u66f4\u5f15\u7206\u4e86\u7535\u6d41\u3001\u7535\u538b\u7ba1\u7406\u3001\u4f4d\u7f6e\u4f20\u611f\u548c\u4fe1\u53f7\u8c03\u7406\u82af\u7247\u7684\u7ed3\u6784\u6027\u7f3a\u53e3\u3002Allegro\u6700\u65b0\u8d22\u62a5\u6070\u597d\u63d0\u4f9b\u4e86\u786e\u8bc1\uff1a\u7b2c\u56db\u8d22\u5b63\u8425\u6536\u540c\u6bd4\u589e\u957f26%\u81f32.43\u4ebf\u7f8e\u5143\uff0c\u5168\u8d22\u5e74\u589e\u957f23%\u81f38.9\u4ebf\u7f8e\u5143\uff0c\u5e76\u660e\u786e\u5c06\u589e\u957f\u5f52\u56e0\u4e8e\u6570\u636e\u4e2d\u5fc3\u53ca\u7535\u52a8\u6c7d\u8f66\u7684\u5f3a\u52b2\u8ba2\u5355\u3002TD Cowen\u501f\u52bf\u5c06\u76ee\u6807\u4ef7\u4e00\u4e3e\u4e0a\u8c03\u81f370\u7f8e\u5143\uff0c\u5f3a\u5316\u4e86\u201c\u5e76\u975e\u5468\u671f\u53cd\u5f39\uff0c\u800c\u662f\u957f\u671f\u8d8b\u52bf\u201d\u7684\u4f30\u503c\u903b\u8f91\u3002\u5f53\u5e02\u573a\u610f\u8bc6\u5230\u6bcf\u4e00\u5757\u9ad8\u7b97\u529bGPU\u7684\u8fd0\u8f6c\u90fd\u79bb\u4e0d\u5f00\u66f4\u590d\u6742\u7684\u7535\u6e90\u6a21\u7ec4\u548c\u66f4\u591a\u4f20\u611f\u5668\u65f6\uff0c\u8d44\u91d1\u7acb\u5373\u5411\u4e0b\u6e38\u7684\u201c\u8d4b\u80fd\u578b\u201d\u534a\u5bfc\u4f53\u503e\u659c\uff0c\u4ece\u800c\u52fe\u52d2\u51fa\u4e94\u5927\u53d7\u76ca\u6807\u7684\u3002<\/p>\n

\u4e94\u5927\u8d62\u5bb6\u9010\u4e00\u62c6\u89e3<\/h2>\n
    \n
  1. Allegro MicroSystems (ALGM)<\/a>\uff1a\u53cc\u5f15\u64ce\u9a71\u52a8\u7684\u884c\u60c5\u8282\u70b9<\/strong>
    \n\u4f5c\u4e3a\u672c\u6b21\u8f6e\u52a8\u7684\u65d7\u624b\uff0cAllegro\u7684\u6545\u4e8b\u6700\u4e3a\u7eaf\u7cb9\u3002\u5b83\u540c\u65f6\u8e29\u4e2d\u6c7d\u8f66e-Mobility\u7684\u7535\u6c14\u5316\u5347\u7ea7\u548c\u6570\u636e\u4e2d\u5fc3\u7535\u6e90\/\u70ed\u7ba1\u7406\u4f20\u611f\u4e24\u4e2a\u9ad8\u901f\u8d5b\u9053\u3002\u6700\u65b0\u8d22\u52a1\u6570\u636e\u9a8c\u8bc1\u4e86\u5176\u6210\u957f\u97e7\u6027\uff0c\u52a0\u4e0a\u65b0\u8058\u8d44\u6df1\u82af\u7247CFO\u8fdb\u5165\u8463\u4e8b\u4f1a\uff0c\u673a\u6784\u6295\u8d44\u8005\u613f\u610f\u4e3a\u5176\u4e2d\u671f\u4e24\u4f4d\u6570\u7684\u589e\u957f\u548c\u6301\u7eed\u6539\u5584\u7684\u5229\u6da6\u7387\u652f\u4ed8\u6ea2\u4ef7\u3002\u9700\u8981\u6ce8\u610f\u7684\u662f\uff0c\u8be5\u80a1\u673a\u6784\u6301\u4ed3\u96c6\u4e2d\uff0c\u4e14\u5386\u53f2\u4e0a\u6709\u5185\u90e8\u4eba\u51cf\u6301\u5f15\u53d1\u7684\u6ce2\u52a8\u5148\u4f8b\uff0c\u56e0\u800c\u4e0a\u884c\u8d8b\u52bf\u4e2d\u5f80\u5f80\u4f34\u968f\u6025\u6da8\u6025\u8dcc\uff0c\u662f\u5178\u578b\u7684\u9ad8\u8d54\u7387\u52a8\u91cf\u54c1\u79cd\u3002<\/li>\n
  2. \u82f1\u4f1f\u8fbe (NVIDIA, NVDA)<\/a>\uff1a\u7b97\u529b\u91cd\u529b\u7684\u552f\u4e00\u951a\u70b9<\/strong>
    \n\u4efb\u4f55\u6d89\u53caAI\u786c\u4ef6\u7684\u677f\u5757\u5171\u632f\u90fd\u65e0\u6cd5\u7ed5\u5f00\u82f1\u4f1f\u8fbe\u3002\u5b83\u5728\u672c\u6b21\u8f6e\u52a8\u4e2d\u7684\u89d2\u8272\u662f\u201c\u8d44\u672c\u5f00\u652f\u603b\u5f15\u64ce\u201d\u3002\u53ea\u8981\u5927\u578b\u4e91\u5382\u5546\u7684GPU\u90e8\u7f72\u4e0eAI\u8bad\u7ec3\u9700\u6c42\u4e0d\u964d\u6e29\uff0c\u82f1\u4f1f\u8fbe\u7684\u8ba2\u5355\u8282\u594f\u5c31\u662f\u4e0b\u6e38\u7535\u6e90\u3001\u4f20\u611f\u5668\u548c\u4e92\u8054\u82af\u7247\u7684\u5929\u6c14\u9884\u62a5\u8868\u3002\u8be5\u80a1\u6781\u7aef\u6d41\u52a8\u6027\u4e0e\u671f\u6743\u4f3d\u9a6c\u6548\u5e94\u4f7f\u5176\u6210\u4e3a\u5168\u4ea7\u4e1a\u94fe\u7684\u60c5\u7eea\u6760\u6746\uff0c\u5176\u8d70\u52bf\u4e3a\u5176\u4ed6\u8d62\u5bb6\u63d0\u4f9b\u4e86\u6700\u76f4\u63a5\u7684\u8d44\u91d1\u4fe1\u5fc3\u80cc\u4e66\u3002<\/li>\n
  3. \u535a\u901a (Broadcom, AVGO)<\/a>\uff1aAI\u6570\u636e\u6d41\u7684\u7a7a\u4e2d\u7ba1\u5236\u53f0<\/strong>
    \n\u5f53\u4f20\u611f\u5668\u548c\u7535\u6e90\u82af\u7247\u88ab\u62a2\u7b79\uff0c\u7d27\u63a5\u7740\u53d7\u76ca\u7684\u5fc5\u7136\u662f\u8d1f\u8d23\u5c06\u6570\u636e\u5927\u89c4\u6a21\u8fc1\u79fb\u7684\u7f51\u7edc\u4e0e\u5b9a\u5236\u82af\u7247\u9738\u4e3b\u535a\u901a\u3002\u5176AI\u7f51\u7edc\u8bbe\u5907\u3001\u5149\u5b66\u5143\u4ef6\u548c\u5b9a\u5236ASIC\u52a0\u901f\u5668\uff0c\u4e0e\u6570\u636e\u4e2d\u5fc3\u7684\u4f9b\u7535\u548c\u4f20\u611f\u6a21\u5757\u6784\u6210\u540c\u4e00\u673a\u67b6\u5185\u7684\u201c\u914d\u5957\u4ea4\u6613\u201d\u3002\u535a\u901a\u517c\u5177\u73b0\u91d1\u6d41\u4f20\u5bfc\u6027\u4e0e\u9632\u5fa1\u6027\u5229\u6da6\u7ed3\u6784\uff0c\u5728\u677f\u5757\u4ece\u8bad\u7ec3\u4fa7\u5411\u4e92\u8054\u4fa7\u6269\u6563\u65f6\uff0c\u51ed\u501f\u5176\u5f3a\u5927\u7684\u81ea\u7531\u73b0\u91d1\u6d41\u548cAI\u7ba1\u9053\u6536\u5165\u9884\u671f\uff0c\u6210\u4e3a\u673a\u6784\u914d\u7f6e\u504f\u597d\u7684\u201c\u7a33\u4e2d\u5e26\u653b\u201d\u9009\u9879\u3002AVGO\u8d70\u5f3a\uff0c\u5f80\u5f80\u4e0e\u540e\u7aef\u7535\u529b\u3001\u4f20\u611f\u8ba2\u5355\u7684\u653e\u91cf\u540c\u6b65\u786e\u8ba4\u3002<\/li>\n
  4. \u8fc8\u5a01\u5c14\u79d1\u6280 (Marvell Technology, MRVL)<\/a>\uff1a\u9ad8\u5f39\u6027AI\u542b\u91cf\u500d\u589e\u5668<\/strong>
    \n\u5982\u679c\u8bf4Allegro\u9a8c\u8bc1\u4e86\u7ec8\u7aef\u9700\u6c42\u7684\u5b58\u5728\uff0c\u8fc8\u5a01\u5c14\u5c31\u662f\u201c\u6bcf\u673a\u67b6\u7845\u542b\u91cf\u63d0\u5347\u201d\u6700\u76f4\u63a5\u7684\u4e8c\u6b21\u5bfc\u6570\u53d7\u76ca\u8005\u3002\u6570\u636e\u4e2d\u5fc3\u4ece\u4f20\u7edf\u67b6\u6784\u5411\u52a0\u901f\u8ba1\u7b97\u8f6c\u578b\uff0c\u8981\u6c42\u9ad8\u901fDSP\u3001\u5149\u6a21\u5757\u4e92\u8fde\u4e0e\u5b9a\u5236\u8ba1\u7b97\u82af\u7247\u5448\u6307\u6570\u7ea7\u589e\u957f\u3002\u8fc8\u5a01\u5c14\u51ed\u501f\u81ea\u8eab\u5728\u6570\u636e\u4e92\u8054\u548c\u5b9a\u5236\u7845\u9886\u57df\u7684\u4ea7\u54c1\u7ec4\u5408\uff0c\u6210\u4e3aAI\u786c\u4ef6\u6269\u6563\u884c\u60c5\u4e2d\u5f39\u6027\u6700\u5927\u7684\u6807\u7684\u4e4b\u4e00\u3002\u5176\u4e1a\u7ee9\u6307\u5f15\u5bf9AI\u8ba2\u5355\u91cf\u7684\u654f\u611f\u5ea6\u6781\u9ad8\uff0c\u56e0\u6b64\u4e5f\u4f34\u968f\u660e\u663e\u7684\u53cc\u5411\u8df3\u7a7a\u98ce\u9669\uff0c\u4f46\u82e5\u6267\u884c\u5230\u4f4d\uff0c\u5728\u677f\u5757\u4e3b\u5347\u6bb5\u63d0\u4f9b\u7684\u4e0a\u5347\u7a7a\u95f4\u5f80\u5f80\u8d85\u8d8a\u4e00\u7ebf\u9f99\u5934\u3002<\/li>\n
  5. \u5b89\u68ee\u7f8e (ON Semiconductor, ON)<\/a>\uff1a\u7535\u52a8\u5316\u4e0eAI\u4f9b\u7535\u7684\u52a1\u5b9e\u843d\u70b9<\/strong>
    \n\u5b89\u68ee\u7f8e\u7684\u7206\u53d1\u529b\u867d\u4e0d\u53ca\u524d\u8ff0\u6807\u7684\uff0c\u4f46\u5176\u5728\u78b3\u5316\u7845\uff08SiC\uff09\u529f\u7387\u5668\u4ef6\u548c\u667a\u80fd\u7535\u6e90\u7ba1\u7406\u9886\u57df\u7684\u6df1\u8015\uff0c\u4f7f\u5176\u6210\u4e3a\u672c\u8f6e\u201c\u7535\u529b\u4ea4\u4ed8\u201d\u4e3b\u9898\u4e0b\u4ef7\u503c\u611f\u6700\u5f3a\u7684\u9009\u62e9\u3002\u968f\u7740\u8f66\u8f86\u7535\u5b50\u7535\u6c14\u67b6\u6784\u5347\u7ea7\u548c\u6570\u636e\u4e2d\u5fc3\u80fd\u6548\u6807\u51c6\u8d8b\u4e25\uff0c\u5b89\u68ee\u7f8e\u6b63\u7ecf\u5386\u4ece\u4f4e\u7aef\u5206\u7acb\u5668\u4ef6\u5411\u9ad8\u9644\u52a0\u503c\u6a21\u7ec4\u7684\u7ec4\u5408\u4f18\u5316\u3002\u5982\u679c\u6295\u8d44\u8005\u8ba4\u53ef\u7535\u6c14\u5316\u4e0eAI\u7535\u529b\u9700\u6c42\u7684\u957f\u903b\u8f91\uff0c\u5374\u4e0d\u613f\u8ffd\u9010\u9ad8\u6ce2\u52a8\u660e\u661f\u80a1\uff0c\u5b89\u68ee\u7f8e\u63d0\u4f9b\u4e86\u5e26\u6709\u5468\u671f\u4fdd\u62a4\u57ab\u7684\u843d\u5730\u8def\u5f84\u3002\u5176\u6f5c\u5728\u50ac\u5316\u5242\u5728\u4e8e\u78b3\u5316\u7845\u5229\u7528\u7387\u63d0\u5347\u5e26\u6765\u7684\u5229\u6da6\u7387\u7ed3\u6784\u6027\u6539\u5584\uff0c\u98ce\u9669\u5219\u5728\u4e8e\u7535\u52a8\u8f66\u7ec8\u7aef\u4ea7\u9500\u7684\u9636\u6bb5\u6027\u6ce2\u52a8\u3002<\/li>\n<\/ol>\n

    \u884c\u60c5\u7684\u6301\u7eed\u6027\u53ca\u6697\u7901<\/h2>\n

    \u7535\u6e90\u4e0e\u4f20\u611f\u677f\u5757\u7684\u7a81\u7136\u4e3b\u5bfc\uff0c\u672c\u8d28\u662fAI\u8d44\u672c\u5f00\u652f\u903b\u8f91\u7684\u6df1\u5316\u4e0e\u9a8c\u8bc1\uff0c\u800c\u975e\u77ed\u671f\u9898\u6750\u7092\u4f5c\u3002\u53ea\u8981\u8d85\u5927\u89c4\u6a21\u6570\u636e\u4e2d\u5fc3\u7684\u5efa\u8bbe\u6307\u5f15\u5411\u4e0a\uff0c\u4e14\u6c7d\u8f66\u7535\u5b50\u5316\u6e17\u900f\u7387\u7a33\u6b65\u62ac\u5347\uff0c\u8fd9\u4e94\u5bb6\u8986\u76d6\u201c\u7b97\u529b-\u4e92\u8054-\u4f9b\u7535-\u611f\u77e5\u201d\u5168\u94fe\u8def\u7684\u516c\u53f8\u5c31\u5c06\u7ee7\u7eed\u4ece\u540c\u4e00\u8d44\u672c\u5f00\u652f\u4f20\u9001\u5e26\u4e2d\u83b7\u76ca\u3002<\/p>\n

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