NuAxiSemiconductor trade intelligence
[News] SerDes Wars Heat Up: Broadcom, Marvell, MediaTek Battle for AI Interconnect Supremacy
What happened
Competition in high-speed SerDes technology intensifies as AI models drive demand for chip-to-chip interconnect bandwidth. MediaTek reportedly entered Google's TPU ecosystem with its 224G SerDes, while NVIDIA is opening its NVLink Fusion SerDes IP to partners. Neutral: This is a long-term technology landscape shift with no immediate, specific impact on component supply, pricing, or production.
Impact and signal
Low impactImpact score: 15/100
Affected components and suppliers
SerDes IPAI Interconnect
competitiontechnology-trendai-infrastructure
Source and time
Source: TrendForce · 3/12/2026 · View original source
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