PCIe芯片

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全球与中国PCIe芯片市场现状及未来发展趋势
QYResearch· 2025-10-20 09:23
产品定义及统计范围 PCI Express ,简称 PCI-E ,官方简称 PCIe ,是计算机总线的一个重要分支,它沿用既有的 PCI 编程概念及信号标准,并且构建了更加 高速的串行通信系统标准。 PCIe 属于高速串行点对点双通道高带宽传输,所连接的设备分配独享通道带宽,不共享总线带宽,主要支 持主动电源管理,错误报告,端对端的可靠性传输,热插拔以及服务质量 (QOS) 等功能。本报告中, PCIe 芯片分为 PCIe 交换芯片和 PCIe 信号增强芯片。 PCIe芯片行业发展现状 当前全球 PCIe 芯片市场呈现高度集中格局, 2024 年前五大厂商( Broadcom 、 Astera Labs 、 Microchip 、 Texas Instruments 、 ASMedia )合计占据超过 91% 的市场份额,主导核心交换与信号增强芯片领域。其中, Broadcom 长期处于技术与市场领先地位,广泛 部署于高端服务器与 AI 加速系统; Astera Labs 凭借针对 CXL 和 PCIe 互联优化的 Retimer 解决方案,在 AI 与数据中心迅速崛起。与此 同时,澜起科技等中国厂商正加快技 ...
一场深夜公告的背后:71岁“学者董事长”与万通的转型沉浮录
Sou Hu Cai Jing· 2025-08-19 11:29
Core Viewpoint - The recent detention of Wang Yihui, the actual controller and chairman of Wantong Development, has raised concerns about the company's future during a critical transformation phase, although the investigation is unrelated to the company's daily operations [2][8]. Group 1: Company Background and Leadership - Wang Yihui, born in 1954, transitioned from academia to business in 1998, founding Beijing Pioneer Grain and Agricultural Industry before entering real estate and finance in 2004 [4]. - He took over Wantong in 2017, a company founded in 1991 by notable figures in the Chinese real estate sector, which was at a turning point due to changing industry dynamics [4][5]. Group 2: Transformation Strategy - Under Wang's leadership, Wantong began shifting from traditional real estate to industrial properties and commercial real estate, officially rebranding from "Wantong Real Estate" to "Wantong Development" in July 2020 [5]. - The year 2022 marked a significant pivot towards technology, with initiatives including the establishment of Wantong Sheng'an Communication for 5G and satellite internet, and investments in chip technology [5][6]. Group 3: Market Response and Financial Performance - Despite setbacks, including a failed acquisition in 2025, Wantong's stock price doubled in 2025, driven by ongoing strategic shifts towards communication and digital technology [7]. - The company saw significant trading activity, with foreign investment contributing to a surge in stock price, although the recent announcement regarding Wang's detention led to a 4.66% drop in stock price [7][8].