{"id":651747,"date":"2026-07-21T03:01:37","date_gmt":"2026-07-21T10:01:37","guid":{"rendered":"https:\/\/nai500.com\/blog\/2026\/07\/mrvl-avgo-crdo-gfs-cohr\/"},"modified":"2026-07-21T05:11:21","modified_gmt":"2026-07-21T12:11:21","slug":"mrvl-avgo-crdo-gfs-cohr","status":"publish","type":"post","link":"https:\/\/nai500.com\/zh-hans\/blog\/2026\/07\/mrvl-avgo-crdo-gfs-cohr\/","title":{"rendered":"\u7845\u5149\u5b50\u4e94\u5927\u6838\u5fc3\u73a9\u5bb6\u6d6e\u51fa\u6c34\u9762\uff1aMRVL\u3001AVGO\u3001CRDO\u3001GFS\u3001COHR"},"content":{"rendered":"

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\u884c\u4e1a\u8109\u640f\uff1a\u94dc\u9000\u5149\u8fdb\u4e0d\u518d\u53ea\u662f\u6982\u5ff5<\/h2>\n

\u7845\u5149\u5b50\u7528\u5149\u5b50\u53d6\u4ee3\u7535\u5b50\uff0c\u53ef\u5728\u66f4\u957f\u8ddd\u79bb\u5185\u627f\u8f7d\u66f4\u5927\u5e26\u5bbd\uff0c\u4e14\u663e\u8457\u964d\u4f4e\u529f\u8017\u3002\u5e02\u573a\u5bf9\u6b64\u6295\u4e0b\u4fe1\u4efb\u7968\uff1a\u636e\u9884\u6d4b\uff0c2026\u5e74\u5168\u7403\u5149\u6a21\u5757\u5e02\u573a\u5c06\u540c\u6bd4\u5927\u589e\u7ea660%\uff0c\u8fbe\u5230\u7ea6260\u4ebf\u7f8e\u5143\uff1b\u7845\u5149\u5b50\u82af\u7247\u5e02\u573a2026\u5e74\u9884\u8ba1\u4e3a36\u4ebf\u7f8e\u5143\uff0c\u52302033\u5e74\u6709\u671b\u6500\u5347\u81f3157\u4ebf\u7f8e\u5143\u3002\u94dc\u7f06\u529b\u7aed\u4e4b\u5904\uff0c\u7845\u5149\u5b50\u6084\u7136\u63a5\u68d2\uff0c\u4ee5\u4e0b\u4e94\u5bb6\u516c\u53f8\u6b63\u4ee5\u4e0d\u540c\u8def\u5f84\u6d6e\u51fa\u6c34\u9762\u3002<\/p>\n

\u4e00\u3001Marvell Technology (MRVL)<\/a>\uff1a\u5927\u989d\u5e76\u8d2d\u76f4\u51fb\u5149\u4e92\u8fde<\/h3>\n

2025\u5e7412\u67082\u65e5\uff0cMarvell\u5ba3\u5e03\u4ee5\u603b\u6f5c\u5728\u4ef7\u503c\u8d8555\u4ebf\u7f8e\u5143\u6536\u8d2dCelestial AI\uff0c\u9884\u8ba12026\u5e74\u7b2c\u4e00\u5b63\u5ea6\u5b8c\u6210\u4ea4\u5272\u3002Celestial AI\u7684Photonic Fabric\u6280\u672f\u7528\u5149\u5b66\u4e92\u8fde\u53d6\u4ee3\u94dc\u7535\u4fe1\u53f7\uff0c\u636eWedbush\u4f30\u7b97\uff0c\u53ef\u964d\u4f4e\u4e92\u8fde\u529f\u8017\u903e80%\u3002Marvell\u7531\u6b64\u76f4\u63a5\u5207\u5165\u56e0\u94dc\u7f06\u77ed\u677f\u800c\u50ac\u751f\u7684AI\u57fa\u7840\u8bbe\u65bd\u5173\u952e\u73af\u8282\u3002\u8be5\u80a1\u5df2\u975e\u5e73\u5eb8\u7684\u516c\u7528\u4e8b\u4e1a\u53d9\u4e8b\uff0c\u800c\u627f\u8f7d\u7740\u6570\u636e\u4e2d\u5fc3\u67b6\u6784\u8fed\u4ee3\u7684\u6218\u7565\u62bc\u6ce8\uff0c\u5f53\u7136\uff0c\u6574\u5408\u6267\u884c\u4e0e\u5ba2\u6237\u5bfc\u5165\u98ce\u9669\u540c\u6837\u4e0d\u5bb9\u56de\u907f\u3002\u5bf9\u5e0c\u671b\u66b4\u9732\u4e8e\u5149\u4e92\u8fde\u8d8b\u52bf\u5374\u4e0d\u613f\u62bc\u6ce8\u5355\u4e00\u5c0f\u578b\u7eaf\u4e1a\u52a1\u516c\u53f8\u7684\u6295\u8d44\u8005\u800c\u8a00\uff0cMarvell\u662f\u8f83\u6e05\u6670\u7684\u9009\u62e9\u3002<\/p>\n

\u4e8c\u3001Broadcom (AVGO)<\/a>\uff1a\u4ea4\u6362\u82af\u7247\u5de8\u64d8\u7684\u5149\u901f\u5e73\u53f0<\/h3>\n

Broadcom\u5df2\u5f00\u59cb\u5927\u89c4\u6a21\u51fa\u8d27Tomahawk 6 \u201cDavidson\u201d\u4ea4\u6362\u673a\uff0c\u53f7\u79f0\u4e1a\u754c\u9996\u6b3e102.4 Tbps\u5171\u5c01\u88c5\u5149\u5b66\uff08CPO\uff09\u5e73\u53f0\u3002Wedbush\u6570\u636e\u663e\u793a\uff0c\u8be5\u5e73\u53f0\u5c06\u4e92\u8fde\u529f\u8017\u4ece\u6bcf\u6bd4\u727930\u76ae\u7126\u8033\u5927\u5e45\u538b\u7f29\u81f35\u76ae\u7126\u8033\u4ee5\u4e0b\uff0c\u4ee4\u4f20\u7edf\u94dc\u65b9\u6848\u76f8\u5f62\u5931\u8272\u3002Broadcom\u51ed\u501f\u5728\u6570\u636e\u4e2d\u5fc3\u7f51\u7edc\u4e2d\u7684\u91cd\u578b\u5730\u4f4d\uff0c\u5982\u540c\u6536\u8d39\u6865\u4e00\u822c\u5d4c\u5165AI\u57fa\u7840\u8bbe\u65bd\u5efa\u8bbe\uff0c\u5e02\u573a\u9884\u671f\u9ecf\u6027\u6781\u9ad8\uff0c\u4f46\u4e00\u65e6\u5931\u901f\uff0c\u60e9\u7f5a\u540c\u6837\u9ad8\u6548\u3002\u5bf9\u4e8e\u5e0c\u671b\u501f\u5927\u5e02\u503c\u6301\u6709CPO\u4e0e\u4ea4\u6362\u82af\u7247\u655e\u53e3\u7684\u6295\u8d44\u8005\uff0c\u8fd9\u662f\u4e00\u6761\u503c\u5f97\u5ba1\u89c6\u7684\u8def\u5f84\u3002<\/p>\n

\u4e09\u3001Credo Technology (CRDO)<\/a>\uff1a\u7cbe\u51c6\u6536\u8d2d\u8c0b\u63a7\u5149\u5b66\u6808<\/h3>\n

4\u670813\u65e5\uff0cCredo\u8fbe\u6210\u534f\u8bae\u4ee5\u7ea67.5\u4ebf\u7f8e\u5143\u73b0\u91d1\u52a0\u80a1\u7968\u6536\u8d2dDustPhotonics\uff0c\u5c06\u7845\u5149\u5b50\u96c6\u6210\u7535\u8def\u6280\u672f\u7eb3\u5165\u5185\u90e8\u3002\u6b64\u4e3e\u610f\u56fe\u9c9c\u660e\uff1a\u968f\u7740AI\u4e92\u8fde\u9700\u6c42\u5411\u4ea7\u4e1a\u94fe\u4e0a\u6e38\u6500\u5347\uff0cCredo\u529b\u6c42\u5f3a\u5316\u5bf9\u5149\u5b66\u5806\u6808\u7684\u638c\u63a7\u3002\u6536\u8d2d\u9a71\u52a8\u578b\u6545\u4e8b\u5e38\u9644\u5e26\u65f6\u95f4\u8868\u2014\u2014\u8be5\u4ea4\u6613\u9884\u8ba1\u57282026\u5e74\u7b2c\u4e8c\u5b63\u5ea6\u5b8c\u6210\uff0c\u5c1a\u9700\u76d1\u7ba1\u6279\u51c6\uff0c\u4e14\u6574\u5408\u671f\u96be\u514d\u4ea7\u751f\u7ec4\u7ec7\u6469\u64e6\u3002\u4f46\u5728\u5ba2\u6237\u6e34\u6c42\u901f\u5ea6\u3001\u529f\u8017\u53ca\u66f4\u5c11\u4f9b\u5e94\u5546\u4ea4\u63a5\u7684\u8d8b\u52bf\u4e0b\uff0cCredo\u503c\u5f97\u7eb3\u5165\u89c2\u5bdf\uff0c\u53ea\u662f\u9700\u4e3a\u4ea4\u6613\u8282\u594f\u591a\u7559\u4e00\u4efd\u8010\u5fc3\u3002<\/p>\n

\u56db\u3001GlobalFoundries (GFS)<\/a>\uff1a\u7ed5\u4e0d\u5f00\u7684\u5236\u9020\u5e95\u5ea7<\/h3>\n

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\u4e94\u3001Coherent (COHR)<\/a>\uff1a\u5149\u5668\u4ef6\u8001\u5175\u627f\u63a5AI\u987a\u98ce<\/h3>\n

\u4f5c\u4e3a\u5149\u6280\u672f\u9886\u57df\u7684\u5168\u7403\u9886\u5bfc\u8005\uff0cCoherent\u7684\u6570\u636e\u4e2d\u5fc3\u6536\u53d1\u5668\u9700\u6c42\u968f\u4e91\u5de8\u5934\u6269\u5efa\u800c\u6fc0\u589e\uff0c\u5e76\u5df2\u6df1\u5316\u4e0e\u82f1\u4f1f\u8fbe\u7684\u5408\u4f5c\uff0c\u5171\u540c\u5f00\u62d3\u4e0b\u4e00\u4ee3\u7845\u5149\u5b50\u6280\u672f\u3002\u516c\u53f8\u8eab\u5904\u94dc\u8f6c\u5149\u6d6a\u6f6e\u7684\u6838\u5fc3\uff0c\u9500\u552e\u7684\u6070\u662f\u8ba9\u5b8f\u4f1f\u7b97\u529b\u84dd\u56fe\u5f97\u4ee5\u7269\u7406\u5b9e\u73b0\u7684\u90e8\u4ef6\u3002\u5149\u5668\u4ef6\u884c\u4e1a\u5929\u7136\u5177\u6709\u5468\u671f\u6027\u548c\u5927\u5ba2\u6237\u4f9d\u8d56\uff0c\u5355\u5b63\u8425\u6536\u53ef\u80fd\u5267\u70c8\u8d77\u4f0f\uff0c\u4f46\u5f53\u9700\u6c42\u951a\u5b9a\u4e8e\u6570\u636e\u4e2d\u5fc3\u67b6\u6784\u7684\u7ed3\u6784\u6027\u8f6c\u53d8\u65f6\uff0c\u8fd9\u7c7b\u6ce2\u52a8\u66f4\u50cf\u5165\u573a\u6210\u672c\u800c\u975e\u5371\u9669\u4fe1\u53f7\u3002Coherent\u53ef\u63d0\u4f9b\u8f83\u4e3a\u7eaf\u7cb9\u7684\u7845\u5149\u5b50\u655e\u53e3\uff0c\u4f46\u9ad8\u5f39\u6027\u4e0e\u9ad8\u6ce2\u52a8\u5e76\u5b58\uff0c\u4ed3\u4f4d\u7ba1\u7406\u4e0d\u53ef\u7b49\u95f2\u89c6\u4e4b\u3002<\/p>\n

\u6295\u8d44\u8005\u89c6\u89d2<\/h2>\n

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