以下文章来源于澜起科技 ，作者澜起科技 澜起科技 . 澜起科技是国际领先的数据处理及互连芯片设计公司，致力于为云计算和人工智能领域提供高性能、低 功耗的芯片解决方案，目前公司拥有互连类芯片和津逮®服务器平台两大产品线。 编者按 数据中心互连技术正迎来新突破。澜起科技于国内率先推出基于PCIe 6.x/CXL 3.x标准的 AEC解决方案，以自研Retimer芯片为核心，面向多机架复杂架构提供高带宽、低延迟的系 统级互连支持。该方案不仅满足人工智能、云计算等场景下对高速信号传输的严苛要求，更 通过完善的监控诊断功能提升系统可维护性，展现出澜起科技在高速互连领域的技术积累与 市场前瞻。随着PCIe 7.0等下一代产品研发持续推进，国产高端互连技术正稳步迈向更广阔 的舞台。 1月26日，澜起科技宣布，率先在国内推出基于PCIe 6.x/CXL 3.x标准的高性能有源电缆（AEC， Active Electrical Cable）解决方案。该方案面向数据中心从单机架向多机架复杂架构演进的需 求，采用澜起自研的PCIe 6.x/CXL 3.x Retimer 芯片，旨在为大规模数据中心与高性能服务器平 台提供高带宽、低 ...

国海证券研报指出，澜起科技预计2025年归母净利润同比+52.29%至+66.46%，互连类芯片出货增加。 内存互联持续迭代，Retimer芯片全球前二，深度布局CXL技术。AI推理在扩大HBM、DRAM需求的同 时，也在提高了对CPU的要求。当GPU频繁访问DDR内存时，CPU的并发请求需求将增加，其对GPU 和内存资源管理的要求也将提高。据AMD预计，其人工智能服务器CPU市场预计将从2025年的约82亿 美元增长到2030年的约300亿美元。基于此，该行认为澜起科技互连类芯片需求，或受益于CPU与GPU 比例的提升。认为公司有望受益于AI时代对内存互连芯片需求的增加，维持"买入"评级。 ...

Group 1 - The article highlights the strong quarterly performance of Credo, an AEC company, which saw a stock increase of over 10% on the 2nd, following a cash and stock acquisition of Celestial AI for approximately $3.25 billion, focusing on photonic interconnects [1] - AEC (Active Electrical Cable) includes components such as copper cables, connectors, Retimer chips, and PCBs, with Retimer chips amplifying signals to extend copper cable connection distances [1] - AOC (Active Optical Cable) consists of optical modules and fiber cables for high-speed signal transmission, differing from DAC (Direct Attach Copper) in terms of power consumption and distance capabilities [1] Group 2 - Companies involved in AEC include XinKe Materials, which has a market cap of 7.387 billion and is producing 240,000 high-speed copper connections for 800G and 1.6T [2] - Huilv Ecology, with a market cap of 11.184 billion, has launched AEC series products with mass production capabilities [2] - Zhaolong Interconnect, valued at 14.297 billion, is a leader in high-speed cables, delivering single-channel 112G AEC solutions [2] Group 3 - Companies in the AOC sector include Longfly Fiber, with a market cap of 45.193 billion, currently in the trial certification phase for AOC products [3] - Huagong Technology, valued at 75.253 billion, has achieved bulk delivery of 200G AOC products [4] - New Yisheng, with a market cap of 334.244 billion, has released 800G AOC products [4]