瀾起科技(688008.SH):PCIe Retimer芯片是未來數據中心領域重要的互連芯片
格隆匯3月6日丨瀾起科技(688008.SH)近日在接待機構投資者調研時表示,PCIe Retimer芯片是未來數據中心領域重要的互連芯片,可用於CPU與GPU、NVMe SSD、Riser卡等典型高速外設的互連。
AI時代,隨着AI服務器的快速增長,PCIe Retimer芯片的重要性愈加凸顯,目前一台典型的配8塊GPU的主流AI服務器需要8顆甚至16顆PCIe5.0 Retimer芯片。根據行業分析,PCIe 5.0 Retimer芯片的市場規模較PCIe 4.0有望明顯增長,同時,出於供應安全的考慮,客户一般會選擇2-3家PCIe 5.0 Retimer芯片供應商來供貨。
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