意法半导体(STM.US)联合亚马逊(AMZN.US)AWS开发数据中心光子芯片

智通财经2025-02-20

智通财经APP获悉，意法半导体(STM.US)周四表示，将推出一款新的计算芯片，瞄准蓬勃发展的人工智能(AI)数据中心设备市场。这款芯片由意法半导体与亚马逊(AMZN.US)AWS合作开发。随着美国大型软件公司计划通过“星际之门”项目投入5000亿美元建造人工智能基础设施，对英伟达(NVDA.US)制造的专业计算芯片的需求不断增长，对用于存储、电源和通信应用的芯片的需求也在增长。意法半导体正瞄准...

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Fraisse表示：“我们已经与AWS签署了合作协议，AWS一直密切参与开发……在今年晚些时候进入生产阶段时，他们将在基础设施中部署这项技术。”他补充道：“我们还与领先的光学解决方案提供商、可插拔光学收发器的市场领导者持续合作，以便他们在下一代收发器中使用(该芯片)。”他没有透露合作公司的名称。顶级收发器制造商包括美国的Coherent(COHR.US)和思科(CSCO.US)，以及中国的中际旭创(300308.SZ)和光迅科技(002281.SZ)。根据研究公司LightCounting的数据，2024年这类设备的市场规模为70亿美元，到2030年将增长四倍，达到240亿美元。意法半导体将在其位于法国Crolles的工厂大规模生产该光子芯片。截至发稿，意法半导体盘前涨近2%。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"corporation","news_rank":0,"symbols":[],"gpt_button":1,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; 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