{"id":651748,"date":"2026-07-21T03:06:37","date_gmt":"2026-07-21T10:06:37","guid":{"rendered":"https:\/\/nai500.com\/?p=651748"},"modified":"2026-07-21T05:21:37","modified_gmt":"2026-07-21T12:21:37","slug":"mrvl-avgo-crdo-gfs-cohr","status":"publish","type":"post","link":"https:\/\/nai500.com\/zh-hant\/blog\/2026\/07\/mrvl-avgo-crdo-gfs-cohr\/","title":{"rendered":"\u77fd\u5149\u5b50\u4e94\u5927\u6838\u5fc3\u73a9\u5bb6\u6d6e\u51fa\u6c34\u9762\uff1aMRVL\u3001AVGO\u3001CRDO\u3001GFS\u3001COHR"},"content":{"rendered":"

\u96a8\u8457AI\u7b97\u529b\u96c6\u7fa4\u9081\u5411\u6578\u842c\u4e43\u81f3\u6578\u5341\u842c\u9846\u8655\u7406\u5668\uff0c\u9285\u4e92\u9023\u6b63\u649e\u4e0a\u96e3\u4ee5\u7e5e\u904e\u7684\u7269\u7406\u5929\u82b1\u677f\u3002\u5728\u6240\u9700\u7684\u9ad8\u901f\u50b3\u8f38\u4e0b\uff0c\u7121\u6e90\u9285\u7e9c\u7dad\u6301\u4e7e\u6de8\u4fe1\u865f\u7684\u8ddd\u96e2\u5df2\u4e0d\u8db3\u4e00\u7c73\uff0c\u7e7c\u7e8c\u786c\u6490\u53ea\u6703\u63a8\u9ad8\u529f\u8017\u8207\u6563\u71b1\u6210\u672c\u3002\u5e02\u5834\u5df2\u5728\u70ba\u9019\u4e00\u74f6\u9838\u5b9a\u50f9\uff0c\u800c\u5229\u7528\u5149\u4fe1\u865f\u50b3\u8f38\u6578\u64da\u7684\u77fd\u5149\u5b50\u6280\u8853\uff0c\u6b63\u5f9e\u5be6\u9a57\u5ba4\u52a0\u901f\u8d70\u5411\u8cc7\u672c\u958b\u652f\u6e05\u55ae\u3002<\/p>\n

\u884c\u696d\u8108\u640f\uff1a\u9285\u9000\u5149\u9032\u4e0d\u518d\u53ea\u662f\u6982\u5ff5<\/h2>\n

\u77fd\u5149\u5b50\u7528\u5149\u5b50\u53d6\u4ee3\u96fb\u5b50\uff0c\u53ef\u5728\u66f4\u9577\u8ddd\u96e2\u5167\u627f\u8f09\u66f4\u5927\u5e36\u5bec\uff0c\u4e14\u986f\u8457\u964d\u4f4e\u529f\u8017\u3002\u5e02\u5834\u5c0d\u6b64\u6295\u4e0b\u4fe1\u4efb\u7968\uff1a\u64da\u9810\u6e2c\uff0c2026\u5e74\u5168\u7403\u5149\u6a21\u584a\u5e02\u5834\u5c07\u540c\u6bd4\u5927\u589e\u7d0460%\uff0c\u9054\u5230\u7d04260\u5104\u7f8e\u5143\uff1b\u77fd\u5149\u5b50\u82af\u7247\u5e02\u58342026\u5e74\u9810\u8a08\u70ba36\u5104\u7f8e\u5143\uff0c\u52302033\u5e74\u6709\u671b\u6500\u5347\u81f3157\u5104\u7f8e\u5143\u3002\u9285\u7e9c\u529b\u7aed\u4e4b\u8655\uff0c\u77fd\u5149\u5b50\u6084\u7136\u63a5\u68d2\uff0c\u4ee5\u4e0b\u4e94\u5bb6\u516c\u53f8\u6b63\u4ee5\u4e0d\u540c\u8def\u5f91\u6d6e\u51fa\u6c34\u9762\u3002<\/p>\n

\u4e00\u3001Marvell Technology (MRVL)<\/a>\uff1a\u5927\u984d\u4e26\u8cfc\u76f4\u64ca\u5149\u4e92\u9023<\/h3>\n

2025\u5e7412\u67082\u65e5\uff0cMarvell\u5ba3\u4f48\u4ee5\u7e3d\u6f5b\u5728\u50f9\u503c\u8d8555\u5104\u7f8e\u5143\u6536\u8cfcCelestial AI\uff0c\u9810\u8a082026\u5e74\u7b2c\u4e00\u5b63\u5ea6\u5b8c\u6210\u4ea4\u5272\u3002Celestial AI\u7684Photonic Fabric\u6280\u8853\u7528\u5149\u5b78\u4e92\u9023\u53d6\u4ee3\u9285\u96fb\u4fe1\u865f\uff0c\u64daWedbush\u4f30\u7b97\uff0c\u53ef\u964d\u4f4e\u4e92\u9023\u529f\u8017\u903e80%\u3002Marvell\u7531\u6b64\u76f4\u63a5\u5207\u5165\u56e0\u9285\u7e9c\u77ed\u677f\u800c\u50ac\u751f\u7684AI\u57fa\u790e\u8a2d\u65bd\u95dc\u9375\u74b0\u7bc0\u3002\u8a72\u80a1\u5df2\u975e\u5e73\u5eb8\u7684\u516c\u7528\u4e8b\u696d\u6558\u4e8b\uff0c\u800c\u627f\u8f09\u8457\u6578\u64da\u4e2d\u5fc3\u67b6\u69cb\u8fed\u4ee3\u7684\u6230\u7565\u62bc\u6ce8\uff0c\u7576\u7136\uff0c\u6574\u5408\u57f7\u884c\u8207\u5ba2\u6236\u5c0e\u5165\u98a8\u96aa\u540c\u6a23\u4e0d\u5bb9\u56de\u907f\u3002\u5c0d\u5e0c\u671b\u66b4\u9732\u4e8e\u5149\u4e92\u9023\u8da8\u52e2\u537b\u4e0d\u9858\u62bc\u6ce8\u55ae\u4e00\u5c0f\u578b\u7d14\u696d\u52d9\u516c\u53f8\u7684\u6295\u8cc7\u8005\u800c\u8a00\uff0cMarvell\u662f\u8f03\u6e05\u6670\u7684\u9078\u64c7\u3002<\/p>\n

\u4e8c\u3001Broadcom (AVGO)<\/a>\uff1a\u4ea4\u63db\u82af\u7247\u5de8\u64d8\u7684\u5149\u901f\u5e73\u81fa<\/h3>\n

Broadcom\u5df2\u958b\u59cb\u5927\u898f\u6a21\u51fa\u8ca8Tomahawk 6 \u201cDavidson\u201d\u4ea4\u63db\u6a5f\uff0c\u865f\u7a31\u696d\u754c\u9996\u6b3e102.4 Tbps\u5171\u5c01\u88dd\u5149\u5b78\uff08CPO\uff09\u5e73\u81fa\u3002Wedbush\u6578\u64da\u986f\u793a\uff0c\u8a72\u5e73\u81fa\u5c07\u4e92\u9023\u529f\u8017\u5f9e\u6bcf\u6bd4\u727930\u76ae\u7126\u8033\u5927\u5e45\u58d3\u7e2e\u81f35\u76ae\u7126\u8033\u4ee5\u4e0b\uff0c\u4ee4\u50b3\u7d71\u9285\u65b9\u6848\u76f8\u5f62\u5931\u8272\u3002Broadcom\u6191\u85c9\u5728\u6578\u64da\u4e2d\u5fc3\u7db2\u7d61\u4e2d\u7684\u91cd\u578b\u5730\u4f4d\uff0c\u5982\u540c\u6536\u8cbb\u6a4b\u4e00\u822c\u5d4c\u5165AI\u57fa\u790e\u8a2d\u65bd\u5efa\u8a2d\uff0c\u5e02\u5834\u9810\u671f\u9ecf\u6027\u6975\u9ad8\uff0c\u4f46\u4e00\u65e6\u5931\u901f\uff0c\u61f2\u7f70\u540c\u6a23\u9ad8\u6548\u3002\u5c0d\u65bc\u5e0c\u671b\u501f\u5927\u5e02\u503c\u6301\u6709CPO\u8207\u4ea4\u63db\u82af\u7247\u655e\u53e3\u7684\u6295\u8cc7\u8005\uff0c\u9019\u662f\u4e00\u689d\u503c\u5f97\u5be9\u8996\u7684\u8def\u5f91\u3002<\/p>\n

\u4e09\u3001Credo Technology (CRDO)<\/a>\uff1a\u7cbe\u51c6\u6536\u8cfc\u8b00\u63a7\u5149\u5b78\u68e7<\/h3>\n

4\u670813\u65e5\uff0cCredo\u9054\u6210\u5354\u8b70\u4ee5\u7d047.5\u5104\u7f8e\u5143\u73fe\u91d1\u52a0\u80a1\u7968\u6536\u8cfcDustPhotonics\uff0c\u5c07\u77fd\u5149\u5b50\u96c6\u6210\u96fb\u8def\u6280\u8853\u7d0d\u5165\u5167\u90e8\u3002\u6b64\u8209\u610f\u5716\u9bae\u660e\uff1a\u96a8\u8457AI\u4e92\u9023\u9700\u6c42\u5411\u7522\u696d\u93c8\u4e0a\u6e38\u6500\u5347\uff0cCredo\u529b\u6c42\u5f37\u5316\u5c0d\u5149\u5b78\u5806\u68e7\u7684\u638c\u63a7\u3002\u6536\u8cfc\u9a45\u52d5\u578b\u6545\u4e8b\u5e38\u9644\u5e36\u6642\u9593\u8868\u2014\u2014\u8a72\u4ea4\u6613\u9810\u8a08\u57282026\u5e74\u7b2c\u4e8c\u5b63\u5ea6\u5b8c\u6210\uff0c\u5c1a\u9700\u76e3\u7ba1\u6279\u51c6\uff0c\u4e14\u6574\u5408\u671f\u96e3\u514d\u7522\u751f\u7d44\u7e54\u6469\u64e6\u3002\u4f46\u5728\u5ba2\u6236\u6e34\u6c42\u901f\u5ea6\u3001\u529f\u8017\u53ca\u66f4\u5c11\u4f9b\u61c9\u5546\u4ea4\u63a5\u7684\u8da8\u52e2\u4e0b\uff0cCredo\u503c\u5f97\u7d0d\u5165\u89c0\u5bdf\uff0c\u53ea\u662f\u9700\u70ba\u4ea4\u6613\u7bc0\u594f\u591a\u7559\u4e00\u4efd\u8010\u5fc3\u3002<\/p>\n

\u56db\u3001GlobalFoundries (GFS)<\/a>\uff1a\u7e5e\u4e0d\u958b\u7684\u88fd\u9020\u5e95\u5ea7<\/h3>\n

GlobalFoundries\u7ba1\u7406\u5c64\u62ab\u9732\uff0c\u5176\u77fd\u5149\u5b50\u71df\u6536\u57282025\u5e74\u5df2\u7ffb\u500d\uff0c2026\u5e74\u9810\u8a08\u5c07\u518d\u5ea6\u63a5\u8fd1\u7ffb\u500d\uff0c\u4e26\u6709\u671b\u57282028\u5e74\u5e95\u524d\u89f8\u53ca10\u5104\u7f8e\u5143\u4ee5\u4e0a\u5e74\u5316\u71df\u6536\u904b\u884c\u7387\u3002\u516c\u53f8\u9084\u898f\u5283\u5728\u7d10\u7d04\u99ac\u8033\u4ed6\u5efa\u8a2d\u77fd\u5149\u5b50\u53ca\u5148\u9032\u5c01\u88ddCPO\u8a2d\u65bd\u3002\u9019\u662f\u5178\u578b\u7684\u201c\u8ce3\u93df\u5b50\u201d\u908f\u8f2f\uff1a\u4e0d\u5fc5\u7ad9\u5230\u53f0\u524d\u9818\u734e\uff0c\u53ea\u8981\u5361\u4f4d\u88fd\u9020\u7522\u80fd\u3001\u5c01\u88dd\u8207\u77fd\u5149\u5b50\u4ea4\u6703\u8655\uff0c\u5c31\u80fd\u5f9e\u5c1a\u8655\u65e9\u671f\u7684\u9f90\u5927\u5efa\u8a2d\u4e2d\u6301\u7e8c\u7372\u76ca\u3002\u71df\u6536\u6307\u5f15\u8868\u660e\uff0c\u5176\u9762\u5c0d\u7684\u4e0d\u662f\u6982\u5ff5\u6ce1\u6cab\uff0c\u800c\u662f\u771f\u5be6\u6e67\u4f86\u7684\u8a02\u55ae\u3002<\/p>\n

\u4e94\u3001Coherent (COHR)<\/a>\uff1a\u5149\u5668\u4ef6\u8001\u5175\u627f\u63a5AI\u9806\u98a8<\/h3>\n

\u4f5c\u70ba\u5149\u6280\u8853\u9818\u57df\u7684\u5168\u7403\u9818\u5c0e\u8005\uff0cCoherent\u7684\u6578\u64da\u4e2d\u5fc3\u6536\u767c\u5668\u9700\u6c42\u96a8\u96f2\u5de8\u982d\u64f4\u5efa\u800c\u6fc0\u589e\uff0c\u4e26\u5df2\u6df1\u5316\u8207\u82f1\u5049\u9054\u7684\u5408\u4f5c\uff0c\u5171\u540c\u958b\u62d3\u4e0b\u4e00\u4ee3\u77fd\u5149\u5b50\u6280\u8853\u3002\u516c\u53f8\u8eab\u8655\u9285\u8f49\u5149\u6d6a\u6f6e\u7684\u6838\u5fc3\uff0c\u92b7\u552e\u7684\u6070\u662f\u8b93\u5b8f\u5049\u7b97\u529b\u85cd\u5716\u5f97\u4ee5\u7269\u7406\u5be6\u73fe\u7684\u90e8\u4ef6\u3002\u5149\u5668\u4ef6\u884c\u696d\u5929\u7136\u5177\u6709\u9031\u671f\u6027\u548c\u5927\u5ba2\u6236\u4f9d\u8cf4\uff0c\u55ae\u5b63\u71df\u6536\u53ef\u80fd\u5287\u70c8\u8d77\u4f0f\uff0c\u4f46\u7576\u9700\u6c42\u9328\u5b9a\u65bc\u6578\u64da\u4e2d\u5fc3\u67b6\u69cb\u7684\u7d50\u69cb\u6027\u8f49\u8b8a\u6642\uff0c\u9019\u985e\u6ce2\u52d5\u66f4\u50cf\u5165\u5834\u6210\u672c\u800c\u975e\u5371\u96aa\u4fe1\u865f\u3002Coherent\u53ef\u63d0\u4f9b\u8f03\u70ba\u7d14\u7cb9\u7684\u77fd\u5149\u5b50\u655e\u53e3\uff0c\u4f46\u9ad8\u5f48\u6027\u8207\u9ad8\u6ce2\u52d5\u4e26\u5b58\uff0c\u5009\u4f4d\u7ba1\u7406\u4e0d\u53ef\u7b49\u9592\u8996\u4e4b\u3002<\/p>\n

\u6295\u8cc7\u8005\u8996\u89d2<\/h2>\n

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