瀾起科技(688008.SH)：PCIe 5.0/CXL 2.0 Retimer芯片已經成功導入部分境內外主流雲計算/互聯網廠商的AI服務器採購項目
格隆匯4月3日丨瀾起科技(688008.SH)在互動平台表示，在AI時代，公司的4款高性能“運力”芯片將會受益： 1、MRCD/MDB芯片。AI相關應用的快速發展，將顯著推動系統對內存帶寬和容量的需求，相應帶動服務器內存接口及模組配套芯片的需求保持穩定向上，並進一步增加對高帶寬內存模組MRDIMM以及MRCD/MDB的需求。公司作為內存接口芯片的行業領跑者，也是MDB芯片國際標準的牽頭制定者，研發進度領先，公司有能力在該產品未來的全球市場中佔據重要份額。 2、PCIe 5.0 Retimer 芯片。隨着AI應用的增長，需要配置GPU BOX的場景越來越多，將增加對PCIe Retimer芯片的需求。公司於2023年成功量產PCIe 5.0/CXL 2.0 Retimer芯片，是全球領先的PCIe 5.0/CXL 2.0 Retimer芯片供應商之一，相關芯片的核心底層技術（SerDes）是瀾起自研的，因此，瀾起相關產品在時延、信道適應能力方面具有競爭優勢。目前，瀾起的PCIe 5.0/CXL 2.0 Retimer芯片已經成功導入部分境內外主流雲計算/互聯網廠商的AI服務器採購項目，將在今年實現規模出貨。 3、MXC芯片。AI相關應用將帶動計算機內存容量需求呈指數級增長，未來對內存擴展和內存池化的應用需求將隨之增長，這將為CXL內存擴展控制器芯片（MXC）帶來長期廣闊的成長空間。瀾起科技全球首發CXL MXC芯片，同時也是首家進入CXL合規供應商清單的MXC芯片廠商。 4、CKD芯片。由於AI PC需要更高帶寬的內存提升整體運算性能，將增加更高速率DDR5內存的需求。當DDR5數據速率達到6400MT/s及以上時，PC端內存（如台式機及筆記本電腦的UDIMM、SODIMM模組），須採用一顆專用的CKD芯片。瀾起科技發佈了業界首款CKD芯片工程樣片，相關技術行業領先，公司有能力在該產品未來的全球市場中佔據重要份額。
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