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裕太微(688515.SH):以太网逐渐成为拓展性AI训练工作负载的首选网络

Yutai Micro (688515.SH): Ethernet is gradually becoming the preferred network for scalable AI training workloads.

Gelonghui Finance ·  Jun 14 15:33

On June 14, Zhongdeng.com announced that in the current market, it is at an important node in the transition from IB to Ethernet. In the past, the market believed that IB networks, with its advantages of 0% loss rate, would dominate the AI market. However, in recent months, the trend has been that with the technological optimization and low cost of Ethernet networks, Ethernet has gradually become the preferred network for expanding AI training workloads. The company's Ethernet full range of chips belong to the category of high-speed wired communication chips, and currently use copper cable media. Under standard Ethernet, the highest transmission rate of copper cable media is 10G. The highest rate of the company's Ethernet series chips currently in mass production is 2.5G, and the highest rate of the company's Ethernet series chips currently in development is 10G. The company's high-speed Ethernet chips under development can be used in data centers and other fields, and are suitable for some AI equipment. After breaking through the 10G transmission rate and entering the custom mode, the company will continue to tackle copper high-speed connection chips with the aim of achieving a global path for high-speed wired communication chips with Ethernet physical layer chips as the entry point.

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