{"id":646887,"date":"2026-06-29T02:16:15","date_gmt":"2026-06-29T09:16:15","guid":{"rendered":"https:\/\/nai500.com\/blog\/2026\/06\/algm-on-nvda-mrvl-nxpi\/"},"modified":"2026-06-29T02:54:22","modified_gmt":"2026-06-29T09:54:22","slug":"algm-on-nvda-mrvl-nxpi","status":"publish","type":"post","link":"https:\/\/nai500.com\/zh-hant\/blog\/2026\/06\/algm-on-nvda-mrvl-nxpi\/","title":{"rendered":"Allegro \u66b4\u6f32\u5e36\u706b\u50b3\u611f\u677f\u584a\uff0c\u4e94\u5927\u8d0f\u5bb6\u6d6e\u51fa\u6c34\u9762"},"content":{"rendered":"

\u7576\u5e02\u5834\u7684\u805a\u5149\u71c8\u9577\u671f\u9396\u5b9a\u5728GPU\u8207AI\u7b97\u529b\u9f8d\u982d\u8eab\u4e0a\u6642\uff0c\u534a\u5c0e\u9ad4\u7684\u6558\u4e8b\u908f\u8f2f\u6b63\u6084\u7136\u88c2\u8b8a\u3002\u904e\u53bb\u5e7e\u500b\u4ea4\u6613\u65e5\uff0c\u96fb\u6e90\u7ba1\u7406\u3001\u50b3\u611f\u5668\u8207\u4fe1\u865f\u93c8\u82af\u7247\u63a5\u7ba1\u4e86\u4ea4\u6613\u71b1\u699c\uff0c\u800c\u5f15\u7206\u9019\u8f2a\u884c\u60c5\u7684\u5c0e\u706b\u7d22\u6b63\u662f\u78c1\u6027\u50b3\u611f\u5668\u8207\u96fb\u6e90IC\u9f8d\u982d Allegro MicroSystems\u3002\u96a8\u8457\u5206\u6790\u5e2b\u5f37\u70c8\u770b\u591a\u8207\u8d85\u9810\u671f\u7684\u696d\u7e3e\u6307\u5f15\uff0cAllegro\u5728\u516d\u500b\u591a\u6708\u5167\u98c6\u6f32\u8d85\u904e124%\uff0c\u5275\u51fa52\u5468\u65b0\u9ad8\uff0c\u5c07\u201c\u70baAI\u4f9b\u96fb\u201d\u8207\u201c\u611f\u77e5\u9a45\u52d5\u201d\u5169\u689d\u4e3b\u7dda\u63a8\u81f3\u53f0\u524d\u3002<\/p>\n

\u5e02\u5834\u65cb\u5373\u555f\u52d5\u4e86\u4e00\u5834\u5feb\u901f\u8f2a\u52d5\uff0c\u6383\u8ca8\u6240\u6709\u8207\u96fb\u529b\u3001\u50b3\u611f\u3001\u4e92\u806f\u76f8\u95dc\u7684\u54c1\u7a2e\u3002\u4ee5\u82f1\u5049\u9054\u3001\u535a\u901a\u3001\u9081\u5a01\u723e\u8207\u5b89\u68ee\u7f8e\u70ba\u6838\u5fc3\u7684\u201c\u4e94\u5927\u8d0f\u5bb6\u201d\u96a8\u4e4b\u6d6e\u51fa\u6c34\u9762\uff0c\u63ed\u793a\u4e86AI\u8cc7\u672c\u652f\u51fa\u5411\u4e0b\u6e38\u50b3\u5c0e\u7684\u6e05\u6670\u8def\u5f91\u3002<\/p>\n

\u5e95\u5c64\u908f\u8f2f\uff1a\u7b97\u529b\u8981\u8dd1\uff0c\u5148\u5f97\u201c\u63d2\u96fb\u201d\u8207\u201c\u611f\u77e5\u201d<\/h2>\n

\u672c\u8f2a\u8cc7\u91d1\u9077\u5f99\u7684\u6839\u57fa\uff0c\u5728\u65bcAI\u8cc7\u672c\u958b\u652f\u7684\u201c\u50b3\u5c0e\u93c8\u201d\u6b63\u5728\u986f\u6548\u3002\u8d85\u5927\u898f\u6a21\u6578\u64da\u4e2d\u5fc3\u8207e-Mobility\u96fb\u52d5\u5316\u7684\u64f4\u5f35\uff0c\u4e0d\u518d\u50c5\u50c5\u62c9\u52d5\u8a13\u7df4\u82af\u7247\u7684\u9700\u6c42\uff0c\u66f4\u5f15\u7206\u4e86\u96fb\u6d41\u3001\u96fb\u58d3\u7ba1\u7406\u3001\u4f4d\u7f6e\u50b3\u611f\u548c\u4fe1\u865f\u8abf\u7406\u82af\u7247\u7684\u7d50\u69cb\u6027\u7f3a\u53e3\u3002Allegro\u6700\u65b0\u8ca1\u5831\u6070\u597d\u63d0\u4f9b\u4e86\u78ba\u8b49\uff1a\u7b2c\u56db\u8ca1\u5b63\u71df\u6536\u540c\u6bd4\u589e\u957726%\u81f32.43\u5104\u7f8e\u5143\uff0c\u5168\u8ca1\u5e74\u589e\u957723%\u81f38.9\u5104\u7f8e\u5143\uff0c\u4e26\u660e\u78ba\u5c07\u589e\u9577\u6b78\u56e0\u65bc\u6578\u64da\u4e2d\u5fc3\u53ca\u96fb\u52d5\u6c7d\u8eca\u7684\u5f37\u52c1\u8a02\u55ae\u3002TD Cowen\u501f\u52e2\u5c07\u76ee\u6a19\u50f9\u4e00\u8209\u4e0a\u8abf\u81f370\u7f8e\u5143\uff0c\u5f37\u5316\u4e86\u201c\u4e26\u975e\u9031\u671f\u53cd\u5f48\uff0c\u800c\u662f\u9577\u671f\u8da8\u52e2\u201d\u7684\u4f30\u503c\u908f\u8f2f\u3002\u7576\u5e02\u5834\u610f\u8b58\u5230\u6bcf\u4e00\u584a\u9ad8\u7b97\u529bGPU\u7684\u904b\u8f49\u90fd\u96e2\u4e0d\u958b\u66f4\u8907\u96dc\u7684\u96fb\u6e90\u6a21\u7d44\u548c\u66f4\u591a\u50b3\u611f\u5668\u6642\uff0c\u8cc7\u91d1\u7acb\u5373\u5411\u4e0b\u6e38\u7684\u201c\u8ce6\u80fd\u578b\u201d\u534a\u5c0e\u9ad4\u50be\u659c\uff0c\u5f9e\u800c\u52fe\u52d2\u51fa\u4e94\u5927\u53d7\u76ca\u6a19\u7684\u3002<\/p>\n

\u4e94\u5927\u8d0f\u5bb6\u9010\u4e00\u62c6\u89e3<\/h2>\n
    \n
  1. Allegro MicroSystems (ALGM)<\/a><\/strong>\uff1a\u96d9\u5f15\u64ce\u9a45\u52d5\u7684\u884c\u60c5\u7bc0\u9ede<\/strong>
    \n\u4f5c\u70ba\u672c\u6b21\u8f2a\u52d5\u7684\u65d7\u624b\uff0cAllegro\u7684\u6545\u4e8b\u6700\u70ba\u7d14\u7cb9\u3002\u5b83\u540c\u6642\u8e29\u4e2d\u6c7d\u8ecae-Mobility\u7684\u96fb\u6c23\u5316\u5347\u7d1a\u548c\u6578\u64da\u4e2d\u5fc3\u96fb\u6e90\/\u71b1\u7ba1\u7406\u50b3\u611f\u5169\u500b\u9ad8\u901f\u8cfd\u9053\u3002\u6700\u65b0\u8ca1\u52d9\u6578\u64da\u9a57\u8b49\u4e86\u5176\u6210\u9577\u97cc\u6027\uff0c\u52a0\u4e0a\u65b0\u8058\u8cc7\u6df1\u82af\u7247CFO\u9032\u5165\u8463\u4e8b\u6703\uff0c\u6a5f\u69cb\u6295\u8cc7\u8005\u9858\u610f\u70ba\u5176\u4e2d\u671f\u5169\u4f4d\u6578\u7684\u589e\u9577\u548c\u6301\u7e8c\u6539\u5584\u7684\u5229\u6f64\u7387\u652f\u4ed8\u6ea2\u50f9\u3002\u9700\u8981\u6ce8\u610f\u7684\u662f\uff0c\u8a72\u80a1\u6a5f\u69cb\u6301\u5009\u96c6\u4e2d\uff0c\u4e14\u6b77\u53f2\u4e0a\u6709\u5167\u90e8\u4eba\u6e1b\u6301\u5f15\u767c\u7684\u6ce2\u52d5\u5148\u4f8b\uff0c\u56e0\u800c\u4e0a\u884c\u8da8\u52e2\u4e2d\u5f80\u5f80\u4f34\u96a8\u6025\u6f32\u6025\u8dcc\uff0c\u662f\u5178\u578b\u7684\u9ad8\u8ce0\u7387\u52d5\u91cf\u54c1\u7a2e\u3002<\/li>\n
  2. \u82f1\u5049\u9054 (NVIDIA, NVDA)<\/a><\/strong>\uff1a\u7b97\u529b\u91cd\u529b\u7684\u552f\u4e00\u9328\u9ede<\/strong>
    \n\u4efb\u4f55\u6d89\u53caAI\u786c\u4ef6\u7684\u677f\u584a\u5171\u632f\u90fd\u7121\u6cd5\u7e5e\u958b\u82f1\u5049\u9054\u3002\u5b83\u5728\u672c\u6b21\u8f2a\u52d5\u4e2d\u7684\u89d2\u8272\u662f\u201c\u8cc7\u672c\u958b\u652f\u7e3d\u5f15\u64ce\u201d\u3002\u53ea\u8981\u5927\u578b\u96f2\u5ee0\u5546\u7684GPU\u90e8\u7f72\u8207AI\u8a13\u7df4\u9700\u6c42\u4e0d\u964d\u6eab\uff0c\u82f1\u5049\u9054\u7684\u8a02\u55ae\u7bc0\u594f\u5c31\u662f\u4e0b\u6e38\u96fb\u6e90\u3001\u50b3\u611f\u5668\u548c\u4e92\u806f\u82af\u7247\u7684\u5929\u6c23\u9810\u5831\u8868\u3002\u8a72\u80a1\u6975\u7aef\u6d41\u52d5\u6027\u8207\u671f\u6b0a\u4f3d\u99ac\u6548\u61c9\u4f7f\u5176\u6210\u70ba\u5168\u7522\u696d\u93c8\u7684\u60c5\u7dd2\u6760\u6746\uff0c\u5176\u8d70\u52e2\u70ba\u5176\u4ed6\u8d0f\u5bb6\u63d0\u4f9b\u4e86\u6700\u76f4\u63a5\u7684\u8cc7\u91d1\u4fe1\u5fc3\u80cc\u66f8\u3002<\/li>\n
  3. \u535a\u901a (Broadcom, AVGO)<\/a><\/strong>\uff1a<\/strong>AI<\/strong>\u6578\u64da\u6d41\u7684\u7a7a\u4e2d\u7ba1\u5236\u53f0<\/strong>
    \n\u7576\u50b3\u611f\u5668\u548c\u96fb\u6e90\u82af\u7247\u88ab\u6436\u7c4c\uff0c\u7dca\u63a5\u8457\u53d7\u76ca\u7684\u5fc5\u7136\u662f\u8ca0\u8cac\u5c07\u6578\u64da\u5927\u898f\u6a21\u9077\u79fb\u7684\u7db2\u7d61\u8207\u5b9a\u5236\u82af\u7247\u9738\u4e3b\u535a\u901a\u3002\u5176AI\u7db2\u7d61\u8a2d\u5099\u3001\u5149\u5b78\u5143\u4ef6\u548c\u5b9a\u5236ASIC\u52a0\u901f\u5668\uff0c\u8207\u6578\u64da\u4e2d\u5fc3\u7684\u4f9b\u96fb\u548c\u50b3\u611f\u6a21\u584a\u69cb\u6210\u540c\u4e00\u6a5f\u67b6\u5167\u7684\u201c\u914d\u5957\u4ea4\u6613\u201d\u3002\u535a\u901a\u517c\u5177\u73fe\u91d1\u6d41\u50b3\u5c0e\u6027\u8207\u9632\u79a6\u6027\u5229\u6f64\u7d50\u69cb\uff0c\u5728\u677f\u584a\u5f9e\u8a13\u7df4\u5074\u5411\u4e92\u806f\u5074\u64f4\u6563\u6642\uff0c\u6191\u85c9\u5176\u5f37\u5927\u7684\u81ea\u7531\u73fe\u91d1\u6d41\u548cAI\u7ba1\u9053\u6536\u5165\u9810\u671f\uff0c\u6210\u70ba\u6a5f\u69cb\u914d\u7f6e\u504f\u597d\u7684\u201c\u7a69\u4e2d\u5e36\u653b\u201d\u9078\u9805\u3002AVGO\u8d70\u5f37\uff0c\u5f80\u5f80\u8207\u5f8c\u7aef\u96fb\u529b\u3001\u50b3\u611f\u8a02\u55ae\u7684\u653e\u91cf\u540c\u6b65\u78ba\u8a8d\u3002<\/li>\n
  4. \u9081\u5a01\u723e\u79d1\u6280 (Marvell Technology, MRVL)<\/a><\/strong>\uff1a\u9ad8\u5f48\u6027<\/strong>AI<\/strong>\u542b\u91cf\u500d\u589e\u5668<\/strong>
    \n\u5982\u679c\u8aaaAllegro\u9a57\u8b49\u4e86\u7d42\u7aef\u9700\u6c42\u7684\u5b58\u5728\uff0c\u9081\u5a01\u723e\u5c31\u662f\u201c\u6bcf\u6a5f\u67b6\u77fd\u542b\u91cf\u63d0\u5347\u201d\u6700\u76f4\u63a5\u7684\u4e8c\u6b21\u5c0e\u6578\u53d7\u76ca\u8005\u3002\u6578\u64da\u4e2d\u5fc3\u5f9e\u50b3\u7d71\u67b6\u69cb\u5411\u52a0\u901f\u8a08\u7b97\u8f49\u578b\uff0c\u8981\u6c42\u9ad8\u901fDSP\u3001\u5149\u6a21\u584a\u4e92\u9023\u8207\u5b9a\u5236\u8a08\u7b97\u82af\u7247\u5448\u6307\u6578\u7d1a\u589e\u9577\u3002\u9081\u5a01\u723e\u6191\u85c9\u81ea\u8eab\u5728\u6578\u64da\u4e92\u806f\u548c\u5b9a\u5236\u77fd\u9818\u57df\u7684\u7522\u54c1\u7d44\u5408\uff0c\u6210\u70baAI\u786c\u4ef6\u64f4\u6563\u884c\u60c5\u4e2d\u5f48\u6027\u6700\u5927\u7684\u6a19\u7684\u4e4b\u4e00\u3002\u5176\u696d\u7e3e\u6307\u5f15\u5c0dAI\u8a02\u55ae\u91cf\u7684\u654f\u611f\u5ea6\u6975\u9ad8\uff0c\u56e0\u6b64\u4e5f\u4f34\u96a8\u660e\u986f\u7684\u96d9\u5411\u8df3\u7a7a\u98a8\u96aa\uff0c\u4f46\u82e5\u57f7\u884c\u5230\u4f4d\uff0c\u5728\u677f\u584a\u4e3b\u5347\u6bb5\u63d0\u4f9b\u7684\u4e0a\u5347\u7a7a\u9593\u5f80\u5f80\u8d85\u8d8a\u4e00\u7dda\u9f8d\u982d\u3002<\/li>\n
  5. \u5b89\u68ee\u7f8e (ON Semiconductor, ON)<\/a><\/strong>\uff1a\u96fb\u52d5\u5316\u8207<\/strong>AI<\/strong>\u4f9b\u96fb\u7684\u52d9\u5be6\u843d\u9ede<\/strong>
    \n\u5b89\u68ee\u7f8e\u7684\u7206\u767c\u529b\u96d6\u4e0d\u53ca\u524d\u8ff0\u6a19\u7684\uff0c\u4f46\u5176\u5728\u78b3\u5316\u77fd\uff08SiC\uff09\u529f\u7387\u5668\u4ef6\u548c\u667a\u80fd\u96fb\u6e90\u7ba1\u7406\u9818\u57df\u7684\u6df1\u8015\uff0c\u4f7f\u5176\u6210\u70ba\u672c\u8f2a\u201c\u96fb\u529b\u4ea4\u4ed8\u201d\u4e3b\u984c\u4e0b\u50f9\u503c\u611f\u6700\u5f37\u7684\u9078\u64c7\u3002\u96a8\u8457\u8eca\u8f1b\u96fb\u5b50\u96fb\u6c23\u67b6\u69cb\u5347\u7d1a\u548c\u6578\u64da\u4e2d\u5fc3\u80fd\u6548\u6a19\u6e96\u8da8\u56b4\uff0c\u5b89\u68ee\u7f8e\u6b63\u7d93\u6b77\u5f9e\u4f4e\u7aef\u5206\u7acb\u5668\u4ef6\u5411\u9ad8\u9644\u52a0\u503c\u6a21\u7d44\u7684\u7d44\u5408\u512a\u5316\u3002\u5982\u679c\u6295\u8cc7\u8005\u8a8d\u53ef\u96fb\u6c23\u5316\u8207AI\u96fb\u529b\u9700\u6c42\u7684\u9577\u908f\u8f2f\uff0c\u537b\u4e0d\u9858\u8ffd\u9010\u9ad8\u6ce2\u52d5\u660e\u661f\u80a1\uff0c\u5b89\u68ee\u7f8e\u63d0\u4f9b\u4e86\u5e36\u6709\u9031\u671f\u4fdd\u8b77\u588a\u7684\u843d\u5730\u8def\u5f91\u3002\u5176\u6f5b\u5728\u50ac\u5316\u5291\u5728\u65bc\u78b3\u5316\u77fd\u5229\u7528\u7387\u63d0\u5347\u5e36\u4f86\u7684\u5229\u6f64\u7387\u7d50\u69cb\u6027\u6539\u5584\uff0c\u98a8\u96aa\u5247\u5728\u65bc\u96fb\u52d5\u8eca\u7d42\u7aef\u7522\u92b7\u7684\u968e\u6bb5\u6027\u6ce2\u52d5\u3002<\/li>\n<\/ol>\n

    \u884c\u60c5\u7684\u6301\u7e8c\u6027\u53ca\u6697\u7901<\/h2>\n

    \u96fb\u6e90\u8207\u50b3\u611f\u677f\u584a\u7684\u7a81\u7136\u4e3b\u5c0e\uff0c\u672c\u8cea\u662fAI\u8cc7\u672c\u958b\u652f\u908f\u8f2f\u7684\u6df1\u5316\u8207\u9a57\u8b49\uff0c\u800c\u975e\u77ed\u671f\u984c\u6750\u7092\u4f5c\u3002\u53ea\u8981\u8d85\u5927\u898f\u6a21\u6578\u64da\u4e2d\u5fc3\u7684\u5efa\u8a2d\u6307\u5f15\u5411\u4e0a\uff0c\u4e14\u6c7d\u8eca\u96fb\u5b50\u5316\u6ef2\u900f\u7387\u7a69\u6b65\u62ac\u5347\uff0c\u9019\u4e94\u5bb6\u8986\u84cb\u201c\u7b97\u529b-\u4e92\u806f-\u4f9b\u96fb-\u611f\u77e5\u201d\u5168\u93c8\u8def\u7684\u516c\u53f8\u5c31\u5c07\u7e7c\u7e8c\u5f9e\u540c\u4e00\u8cc7\u672c\u958b\u652f\u50b3\u9001\u5e36\u4e2d\u7372\u76ca\u3002<\/p>\n

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