裕太微(688515.SH):公司千兆網通以太網網卡芯片已經形成規模量產
格隆匯8月9日丨裕太微(688515.SH)近日在接待機構投資者調研時表示,國產 PC 市場的增長為國產網卡芯片提供了廣闊的發展空間,信創國產替代進程加速。公司千兆網通以太網網卡芯片已經形成規模量產,該芯片不僅與兆芯、龍芯等國產 PC 平台完美兼容,推出全國產化平台,還支持 intel、AMD 等國際主流平台,為終端客户提供了更多選擇。目前這款產品均可使用在 PC 服務器產品上,且服務器領域為公司重要的戰略應用領域之一。對於 PC 機和服務器的客户來説,這意味着更大的經濟價值和更豐富的功能體驗。隨着國內市場對於自主可控的網絡通信芯片需求的持續增長,後續網通以太網網卡芯片將有更多的市場規模。除了千兆網通以太網網卡芯片之外,2.5G 網通以太網網卡芯片也處於預研階段,後續也將推出。而在網通以太網網卡芯片之外,公司未來也會將這一類產品路線向 DPU 靠攏,實現更大的網絡協議處理方案,同時也在逐步提升自身的競爭力和市場份額。
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