{"id":2576,"date":"2026-04-14T15:16:48","date_gmt":"2026-04-14T15:16:48","guid":{"rendered":"https:\/\/tetsu811.com\/?p=2576"},"modified":"2026-04-14T15:34:22","modified_gmt":"2026-04-14T15:34:22","slug":"photonic-ic-mrvl","status":"publish","type":"post","link":"https:\/\/tetsu811.com\/ja\/photonic-ic-mrvl\/","title":{"rendered":"Marvell \u6df1\u5ea6\u89e3\u6790 \u2014 \u5ba2\u88fd ASIC \u8207\u5149 DSP \u96d9\u5f15\u64ce"},"content":{"rendered":"<style>:root{--bg:#0b0d12;--bg-2:#141720;--card:#1a1d28;--border:#2a2d3a;--accent:#6c5ce7;--accent-2:#00d4ff;--green:#00cec9;--red:#ff6b6b;--yellow:#feca57;--orange:#ff9f43;--text:#e4e6eb;--muted:#8b8fa3}*{margin:0;padding:0;box-sizing:border-box}body{font-family:-apple-system,BlinkMacSystemFont,'Segoe UI','PingFang TC',sans-serif;background:linear-gradient(180deg,var(--bg) 0%,var(--bg-2) 100%);color:var(--text);line-height:1.75;padding:2rem 1rem}.container{max-width:1000px;margin:0 auto}nav.breadcrumb{font-size:.85rem;color:var(--muted);margin-bottom:1rem}nav.breadcrumb a{color:var(--accent-2);text-decoration:none}h1{font-size:2.2rem;margin-bottom:.3rem;background:linear-gradient(135deg,var(--accent-2),var(--accent),#ff6b9d);-webkit-background-clip:text;-webkit-text-fill-color:transparent;font-weight:800;line-height:1.2}.ticker-badge{display:inline-block;font-family:'SF Mono',monospace;font-size:.95rem;color:var(--accent-2);background:rgba(0,212,255,.1);padding:.2rem .6rem;border-radius:6px;margin-left:.5rem;vertical-align:middle}.subtitle{color:var(--muted);font-size:1rem;margin-bottom:2rem}.disclaimer{background:rgba(255,107,107,.08);border-left:3px solid var(--red);padding:.8rem 1rem;border-radius:0 8px 8px 0;margin-bottom:2rem;font-size:.85rem;color:#ffb4b4}article,section{background:var(--card);border:1px solid var(--border);border-radius:14px;padding:1.8rem;margin-bottom:1.5rem}h2{font-size:1.4rem;margin-bottom:1rem;color:var(--accent-2);border-bottom:1px 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var(--border)}th{color:var(--muted);font-weight:600;font-size:.78rem;text-transform:uppercase;letter-spacing:.5px;background:rgba(255,255,255,.02)}.bull-bear{display:grid;grid-template-columns:1fr 1fr;gap:1rem;margin:1rem 0}@media(max-width:700px){.bull-bear{grid-template-columns:1fr}}.bull,.bear{padding:1rem;border-radius:8px}.bull{background:rgba(0,206,201,.06);border-left:3px solid var(--green)}.bear{background:rgba(255,107,107,.06);border-left:3px solid var(--red)}.bull h4{color:var(--green)}.bear h4{color:var(--red)}.related-articles{display:grid;grid-template-columns:repeat(auto-fit,minmax(220px,1fr));gap:.8rem}.related-articles a{display:block;padding:.8rem 1rem;background:rgba(255,255,255,.03);border:1px solid var(--border);border-radius:8px;color:var(--text);text-decoration:none;font-size:.9rem;transition:all .2s}.related-articles a:hover{border-color:var(--accent);color:var(--accent-2)}.footer{text-align:center;color:var(--muted);font-size:.75rem;margin-top:2rem;padding-top:1.5rem;border-top:1px solid var(--border)}body{background:var(--bg)!important}\n.container{background:var(--bg);padding:2rem;border-radius:14px}\n.entry-content{background:var(--bg)!important}\n<\/style>\n<div class=\"container\">\n<nav class=\"breadcrumb\"><a href=\"\/ja\/photonic-ic-industry-2026\/\">\u5149\u5b50 IC \u7522\u696d\u7e3d\u89bd<\/a> &rsaquo; Marvell<\/nav>\n<h1>Marvell<span class=\"ticker-badge\">NASDAQ: MRVL<\/span><\/h1>\n<p class=\"subtitle\">\u5ba2\u88fd ASIC \u8207\u5149 DSP \u96d9\u5f15\u64ce \u00b7 \u7522\u696d\u4f4d\u7f6e\uff1aStage 4-5 \u6a21\u7d44\u8207\u7cfb\u7d71<\/p>\n<div class=\"disclaimer\"><strong>\u514d\u8cac\u8072\u660e\uff1a<\/strong>\u672c\u6587\u50c5\u4f9b\u7814\u7a76\u53c3\u8003\uff0c\u4e0d\u69cb\u6210\u6295\u8cc7\u5efa\u8b70\u3002<\/div>\n<article>\n<h2>\u516c\u53f8\u6982\u89c0<\/h2>\n<p>Marvell \u7e3d\u90e8\u4f4d\u65bc\u7f8e\u570b\u52a0\u5dde\uff0c\u5169\u5927 AI \u6210\u9577\u5f15\u64ce\u70ba\uff1a\u5ba2\u88fd ASIC\uff08\u70ba Amazon Trainium\u3001Microsoft Maia \u7b49\u63d0\u4f9b\u5ba2\u88fd\u6676\u7247\uff09\u8207\u5149\u5b78 DSP\uff08800G\/1.6T PAM4 DSP \u5e02\u5834\u9818\u5c0e\u8005\uff09\u3002\u516c\u53f8\u5f9e\u50b3\u7d71\u5132\u5b58\u8207\u7db2\u8def\u5ee0\u5546\u8f49\u578b\u70ba AI \u5149\u5b78\u8207\u5ba2\u88fd ASIC \u95dc\u9375\u89d2\u8272\u3002<\/p>\n<div class=\"metrics-grid\">\n<div class=\"metric\">\n<div class=\"value\">AWS \/ MS<\/div>\n<div class=\"label\">\u5ba2\u88fd ASIC \u95dc\u9375\u5ba2\u6236<\/div>\n<\/div>\n<div class=\"metric\">\n<div class=\"value\">#1<\/div>\n<div class=\"label\">\u5149 PAM4 DSP \u5e02\u4f54<\/div>\n<\/div>\n<div class=\"metric\">\n<div class=\"value\">~$1,000 \u5104<\/div>\n<div class=\"label\">\u5e02\u503c<\/div>\n<\/div>\n<div class=\"metric\">\n<div class=\"value\">1.6T DSP<\/div>\n<div class=\"label\">2026 \u91cf\u7522<\/div>\n<\/div>\n<\/div>\n<\/article>\n<article>\n<h2>\u5c0f\u767d\u7248\uff1aMarvell \u5728\u505a\u4ec0\u9ebc\uff1f<\/h2>\n<div class=\"why-box\"><strong>\u751f\u6d3b\u6bd4\u55bb\uff1a<\/strong>\u5149\u6a21\u7d44\u628a\u8cc7\u6599\u7528\u5149\u50b3\u904e\u53bb\u4e4b\u5f8c\uff0c\u63a5\u6536\u7aef\u6536\u5230\u7684\u8a0a\u865f\u662f\u6a21\u7cca\u7684\uff08\u5c31\u50cf\u624b\u6a5f\u8a0a\u865f\u4e0d\u597d\u6642\u8072\u97f3\u65b7\u65b7\u7e8c\u7e8c\uff09\u3002Marvell \u7684 DSP \u6676\u7247\u5c31\u50cf\u300c\u964d\u566a\u8033\u6a5f\u7684\u5927\u8166\u300d\u2014\u2014\u5b83\u80fd\u628a\u6a21\u7cca\u7684\u8a0a\u865f\u91cd\u65b0\u7b97\u6e05\u695a\uff0c\u9084\u539f\u6210\u5b8c\u7f8e\u7684\u8cc7\u6599\u3002\u6bcf\u4e00\u500b 800G\/1.6T \u5149\u6a21\u7d44\u88e1\u9762\u90fd\u9700\u8981\u4e00\u9846\u9019\u7a2e DSP \u6676\u7247\u3002\u53e6\u5916 Marvell \u9084\u5e6b Amazon\u3001Microsoft \u8a2d\u8a08\u5c08\u5c6c\u7684 AI \u6676\u7247\uff08\u5ba2\u88fd ASIC\uff09\u3002<\/div>\n<\/article>\n<article>\n<h2>\u70ba\u4ec0\u9ebc\u5149 DSP \u662f\u6a21\u7d44\u9748\u9b42<\/h2>\n<div class=\"why-box\"><strong>\u8a0a\u865f\u9084\u539f\u7684\u95dc\u9375\uff1a<\/strong>800G\/1.6T \u5149\u6a21\u7d44\u4f7f\u7528 PAM4 \u8abf\u8b8a\uff0c\u8a0a\u865f\u5728\u5149\u7e96\u4e2d\u50b3\u8f38\u6703\u7522\u751f\u8272\u6563\u3001\u975e\u7dda\u6027\u5931\u771f\u3002DSP \u8ca0\u8cac\u5373\u6642\u904b\u7b97\u9084\u539f\u8a0a\u865f\uff0c\u662f\u5149\u6a21\u7d44\u4e2d\u6700\u9ad8\u50f9\u503c\u7684\u6676\u7247\uff08\u4f54\u6a21\u7d44\u6210\u672c 20-30%\uff09\u3002Marvell \u8207 Broadcom \u63a7\u5236\u5168\u7403 PAM4 DSP \u5e02\u5834\u3002<\/div>\n<\/article>\n<article>\n<h2>\u6295\u8cc7\u8ad6\u9ede Bull vs Bear<\/h2>\n<div class=\"bull-bear\">\n<div class=\"bull\">\n<h4>\u591a\u65b9\u8ad6\u9ede<\/h4>\n<ul>\n<li>\u5149 DSP \u5be1\u5360\u5730\u4f4d<\/li>\n<li>\u5ba2\u88fd ASIC \u6210\u9577\u5f48\u6027\u5927<\/li>\n<li>800G\/1.6T \u540c\u6642\u653e\u91cf<\/li>\n<li>Hyperscaler \u5ba2\u6236\u591a\u5143<\/li>\n<\/ul>\n<\/div>\n<div class=\"bear\">\n<h4>\u7a7a\u65b9\u8ad6\u9ede<\/h4>\n<ul>\n<li>\u5ba2\u88fd ASIC \u5ba2\u6236\u8b70\u50f9\u80fd\u529b\u5f37<\/li>\n<li>\u50b3\u7d71\u7db2\u8def\/\u5132\u5b58\u696d\u52d9\u62d6\u7d2f<\/li>\n<li>Broadcom \u7af6\u722d\u6fc0\u70c8<\/li>\n<li>\u8a55\u50f9\u5df2\u53cd\u6620\u9810\u671f<\/li>\n<\/ul>\n<\/div>\n<\/div>\n<\/article>\n<aside>\n<h2>\u76f8\u95dc\u95b1\u8b80<\/h2>\n<div class=\"related-articles\">\n<a href=\"\/ja\/photonic-ic-avgo\/\">Broadcom \u2014 \u5ba2\u88fd ASIC \u5c0d\u624b<\/a><br \/>\n<a href=\"\/ja\/photonic-ic-nvda\/\">Nvidia \u2014 AI GPU \u9738\u4e3b<\/a><br \/>\n<a href=\"\/ja\/photonic-ic-cohr\/\">Coherent \u2014 \u5149\u6a21\u7d44\u4f9b\u61c9\u5546<\/a><br \/>\n<a href=\"\/ja\/photonic-ic-industry-2026\/\">\u5149\u5b50 IC \u7522\u696d\u7e3d\u89bd<\/a>\n<\/div>\n<\/aside>\n<\/div>","protected":false},"excerpt":{"rendered":"<p>Marvell\uff08NASDAQ: MRVL\uff09\u662f AI \u5ba2\u88fd ASIC \u8207\u5149\u5b78 DSP \u96d9\u5f15\u64ce\u6210\u9577\u80a1\uff0c\u70ba Amazon Trainium\u3001Microsoft Maia \u5ba2\u88fd\u6676\u7247\u5925\u4f34\u3002<\/p>","protected":false},"author":1,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_gspb_post_css":"","footnotes":""},"categories":[30],"tags":[],"class_list":["post-2576","post","type-post","status-publish","format-standard","hentry","category-photonic-ic"],"blocksy_meta":[],"_links":{"self":[{"href":"https:\/\/tetsu811.com\/ja\/wp-json\/wp\/v2\/posts\/2576","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/tetsu811.com\/ja\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/tetsu811.com\/ja\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/tetsu811.com\/ja\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/tetsu811.com\/ja\/wp-json\/wp\/v2\/comments?post=2576"}],"version-history":[{"count":3,"href":"https:\/\/tetsu811.com\/ja\/wp-json\/wp\/v2\/posts\/2576\/revisions"}],"predecessor-version":[{"id":2634,"href":"https:\/\/tetsu811.com\/ja\/wp-json\/wp\/v2\/posts\/2576\/revisions\/2634"}],"wp:attachment":[{"href":"https:\/\/tetsu811.com\/ja\/wp-json\/wp\/v2\/media?parent=2576"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/tetsu811.com\/ja\/wp-json\/wp\/v2\/categories?post=2576"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/tetsu811.com\/ja\/wp-json\/wp\/v2\/tags?post=2576"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}