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ICC讯(Xun) 半(Ban)导(Dao)体(Ti)IP在(Zai)芯(Xin)片(Pian)行(Xing)业(Ye)生(Sheng)态(Tai)中(Zhong)日(Ri)益(Yi)关(Guan)键(Jian)，(?)高(Gao)通(Tong)24亿(Yi)美(Mei)元(Yuan)收(Shou)购(Gou)Alphawave Semi的(De)举(Ju)措(Cuo)再(Zai)次(Ci)印(Yin)证(Zheng)了(Liao)这(Zhe)一(Yi)趋(Qu)势(Shi)—(?)—(?)大(Da)型(Xing)IC厂(Chang)商(Shang)正(Zheng)通(Tong)过(Guo)收(Shou)购(Gou)而(?)非(Fei)内(Nei)部(Bu)开(Kai)发(Fa)获(Huo)取(Qu)专(Zhuan)业(Ye)IP技(Ji)术(Shu)。(?)此(Ci)次(Ci)收(Shou)购(Gou)也(Ye)凸(Tu)显(Xian)了(Liao)高(Gao)通(Tong)寻(Xun)求(Qiu)突(Tu)破(Po)移(Yi)动(Dong)处(Chu)理(Li)器(Qi)业(Ye)务(Wu)的(De)多(Duo)元(Yuan)化(Hua)战(Zhan)略(Lue)。(?)
Alphawave的(De)串(Chuan)行(Xing)器(Qi)-解(Jie)串(Chuan)器(Qi)（(?)SerDes）(?)技(Ji)术(Shu)对(Dui)AI应(Ying)用(Yong)至(Zhi)关(Guan)重(Zhong)要(Yao)，(?)可(Ke)实(Shi)现(Xian)高(Gao)速(Su)数(Shu)据(Ju)传(Chuan)输(Shu)，(?)帮(Bang)助(Zhu)高(Gao)通(Tong)开(Kai)发(Fa)满(Man)足(Zu)现(Xian)代(Dai)AI工(Gong)作(Zuo)负(Fu)载(Zai)大(Da)流(Liu)量(Liang)需(Xu)求(Qiu)的(De)芯(Xin)片(Pian)。(?)与(Yu)传(Chuan)统(Tong)模(Mo)拟(Ni)SerDes架(Jia)构(Gou)不(Bu)同(Tong)，(?)Alphawave基(Ji)于(Yu)DSP的(De)方(Fang)案(An)能(Neng)实(Shi)现(Xian)更(Geng)高(Gao)数(Shu)据(Ju)速(Su)率(Lu)，(?)并(Bing)适(Shi)配(Pei)更(Geng)小(Xiao)制(Zhi)程(Cheng)工(Gong)艺(Yi)。(?)
Alphawave不(Bu)仅(Jin)是(Shi)IP公(Gong)司(Si)，(?)还(Huan)涉(She)足(Zu)chiplet和(He)定(Ding)制(Zhi)ASIC领(Ling)域(Yu)。(?)上(Shang)周(Zhou)，(?)该(Gai)公(Gong)司(Si)宣(Xuan)布(Bu)在(Zai)台(Tai)积(Ji)电(Dian)N2工(Gong)艺(Yi)上(Shang)成(Cheng)功(Gong)流(Liu)片(Pian)业(Ye)界(Jie)首(Shou)批(Pi)UCIe IP子(Zi)系(Xi)统(Tong)之(Zhi)一(Yi)，(?)该(Gai)chiplet支(Zhi)持(Chi)36G的(De)芯(Xin)片(Pian)间(Jian)数(Shu)据(Ju)传(Chuan)输(Shu)速(Su)率(Lu)。(?)2022年(Nian)，(?)Alphawave还(Huan)以(Yi)2.1亿(Yi)美(Mei)元(Yuan)收(Shou)购(Gou)了(Liao)SiFive的(De)ASIC业(Ye)务(Wu)（(?)原(Yuan)Open-Silicon）(?)。(?)拥(Yong)有(You)优(You)质(Zhi)IP将(Jiang)使(Shi)ASIC业(Ye)务(Wu)更(Geng)易(Yi)开(Kai)展(Zhan)，(?)博(Bo)通(Tong)、(?)联(Lian)发(Fa)科(Ke)和(He)Marvell等(Deng)芯(Xin)片(Pian)大(Da)厂(Chang)均(Jun)已(Yi)布(Bu)局(Ju)该(Gai)领(Ling)域(Yu)，(?)高(Gao)通(Tong)通(Tong)过(Guo)此(Ci)次(Ci)收(Shou)购(Gou)也(Ye)将(Jiang)加(Jia)入(Ru)竞(Jing)争(Zheng)。(?)
虽(Sui)然(Ran)高(Gao)通(Tong)正(Zheng)尝(Chang)试(Shi)通(Tong)过(Guo)PC处(Chu)理(Li)器(Qi)扩(Kuo)大(Da)市(Shi)场(Chang)份(Fen)额(E)，(?)但(Dan)收(Shou)购(Gou)Alphawave显(Xian)然(Ran)瞄(Miao)准(Zhun)数(Shu)据(Ju)中(Zhong)心(Xin)和(He)AI芯(Xin)片(Pian)。(?)另(Ling)一(Yi)家(Jia)数(Shu)据(Ju)中(Zhong)心(Xin)和(He)AI芯(Xin)片(Pian)竞(Jing)争(Zheng)者(Zhe)Arm曾(Zeng)试(Shi)图(Tu)收(Shou)购(Gou)Alphawave未(Wei)果(Guo)，(?)业(Ye)内(Nei)传(Chuan)闻(Wen)英(Ying)特(Te)尔(?)也(Ye)曾(Zeng)对(Dui)该(Gai)公(Gong)司(Si)表(Biao)示(Shi)兴(Xing)趣(Qu)。(?)
高(Gao)通(Tong)总(Zong)裁(Cai)兼(Jian)CEO Cristiano Amon在(Zai)官(Guan)方(Fang)声(Sheng)明(Ming)中(Zhong)表(Biao)示(Shi)：(?)"在(Zai)Tony领(Ling)导(Dao)下(Xia)，(?)Alphawave Semi开(Kai)发(Fa)的(De)高(Gao)速(Su)有(You)线(Xian)连(Lian)接(Jie)与(Yu)计(Ji)算(Suan)技(Ji)术(Shu)，(?)与(Yu)我(Wo)们(Men)高(Gao)能(Neng)效(Xiao)的(De)CPU和(He)NPU核(He)心(Xin)形(Xing)成(Cheng)互(Hu)补(Bu)。(?)高(Gao)通(Tong)先(Xian)进(Jin)定(Ding)制(Zhi)处(Chu)理(Li)器(Qi)天(Tian)然(Ran)适(Shi)合(He)数(Shu)据(Ju)中(Zhong)心(Xin)工(Gong)作(Zuo)负(Fu)载(Zai)，(?)双(Shuang)方(Fang)团(Tuan)队(Dui)将(Jiang)共(Gong)同(Tong)打(Da)造(Zao)尖(Jian)端(Duan)技(Ji)术(Shu)解(Jie)决(Jue)方(Fang)案(An)，(?)在(Zai)数(Shu)据(Ju)中(Zhong)心(Xin)基(Ji)础(Chu)设(She)施(Shi)等(Deng)高(Gao)增(Zeng)长(Chang)领(Ling)域(Yu)实(Shi)现(Xian)新(Xin)一(Yi)代(Dai)互(Hu)联(Lian)计(Ji)算(Suan)性(Xing)能(Neng)。(?)"
Alphawave Semi在(Zai)2025年(Nian)4月(Yue)发(Fa)布(Bu)的(De)Q1交(Jiao)易(Yi)更(Geng)新(Xin)中(Zhong)透(Tou)露(Lu)，(?)当(Dang)季(Ji)特(Te)许(Xu)权(Quan)使(Shi)用(Yong)费(Fei)和(He)芯(Xin)片(Pian)订(Ding)单(Dan)总(Zong)额(E)达(Da)2190万(Wan)美(Mei)元(Yuan)。(?)更(Geng)值(Zhi)得(De)注(Zhu)意(Yi)的(De)是(Shi)其(Qi)新(Xin)设(She)计(Ji)机(Ji)会(Hui)储(Chu)备(Bei)—(?)—(?)第(Di)一(Yi)季(Ji)度(Du)获(Huo)得(De)5项(Xiang)新(Xin)IP设(She)计(Ji)订(Ding)单(Dan)，(?)包(Bao)括(Kuo)与(Yu)某(Mou)超(Chao)大(Da)规(Gui)模(Mo)企(Qi)业(Ye)达(Da)成(Cheng)的(De)库(Ku)访(Fang)问(Wen)协(Xie)议(Yi)，(?)以(Yi)及(Ji)从(Cong)PCIe到(Dao)UCIe的(De)多(Duo)条(Tiao)产(Chan)品(Pin)线(Xian)IP应(Ying)用(Yong)。(?)该(Gai)公(Gong)司(Si)还(Huan)宣(Xuan)布(Bu)获(Huo)得(De)一(Yi)项(Xiang)基(Ji)于(Yu)3nm制(Zhi)程(Cheng)、(?)224G I/O的(De)chiplet设(She)计(Ji)订(Ding)单(Dan)，(?)表(Biao)明(Ming)其(Qi)IP已(Yi)应(Ying)用(Yong)于(Yu)先(Xian)进(Jin)制(Zhi)程(Cheng)节(Jie)点(Dian)和(He)高(Gao)性(Xing)能(Neng)计(Ji)算(Suan)领(Ling)域(Yu)，(?)并(Bing)采(Cai)用(Yong)UCIe技(Ji)术(Shu)的(De)先(Xian)进(Jin)封(Feng)装(Zhuang)。(?)
根(Gen)据(Ju)英(Ying)国(Guo)《(?)收(Shou)购(Gou)准(Zhun)则(Ze)》(?)第(Di)2.7条(Tiao)规(Gui)定(Ding)，(?)高(Gao)通(Tong)收(Shou)购(Gou)Alphawave Semi预(Yu)计(Ji)于(Yu)2026年(Nian)第(Di)一(Yi)季(Ji)度(Du)完(Wan)成(Cheng)，(?)需(Xu)满(Man)足(Zu)包(Bao)括(Kuo)监(Jian)管(Guan)批(Pi)准(Zhun)、(?)股(Gu)东(Dong)多(Duo)数(Shu)同(Tong)意(Yi)及(Ji)英(Ying)国(Guo)高(Gao)等(Deng)法(Fa)院(Yuan)核(He)准(Zhun)等(Deng)条(Tiao)件(Jian)。(?)
如(Ru)今(Jin)高(Gao)通(Tong)已(Yi)拿(Na)下(Xia)高(Gao)速(Su)有(You)线(Xian)连(Lian)接(Jie)技(Ji)术(Shu)领(Ling)域(Yu)的(De)关(Guan)键(Jian)企(Qi)业(Ye)，(?)这(Zhe)家(Jia)总(Zong)部(Bu)位(Wei)于(Yu)加(Jia)州(Zhou)圣(Sheng)迭(Die)戈(Ge)的(De)半(Ban)导(Dao)体(Ti)巨(Ju)头(Tou)将(Jiang)如(Ru)何(He)规(Gui)划(Hua)数(Shu)据(Ju)中(Zhong)心(Xin)和(He)AI芯(Xin)片(Pian)路(Lu)线(Xian)图(Tu)？(?)其(Qi)在(Zai)chiplet领(Ling)域(Yu)又(You)将(Jiang)有(You)何(He)动(Dong)作(Zuo)？(?)我(Wo)们(Men)将(Jiang)持(Chi)续(Xu)关(Guan)注(Zhu)后(Hou)续(Xu)进(Jin)展(Zhan)。(?)