NIEK2-0343
① SA Source
- Source: 開啟完整 SA 文章
- Section:
LPX PCB - Line hint:
433
Context Before
It may surprise readers that Qualcomm has IP in the Groq LPU 3 chip! More specifically it is AlphaWave, which Qualcomm acquired last year, that is providing the 112G SerDes for Groq’s C2C. AlphaWave was selected as the only IP provider that has high speed SerDes for Samsung Foundry. It was AlphaWave’s SerDes that caused issues for Groq LPU 2. Alphawave will continue to be used for the LP35, but Nvidia will of course use their own NVLink SerDes IP from LP40 when it transitions back to TSMC.
LPX PCB
Evidence
We estimate that each compute tray main board PCB will carry $7k ASP
Context After
Cables and Connectors: Amphenol Continues to Benefit
For the LPX, Amphenol will be a beneficiary for all the connectors for the backplane. Each LPX node requires 16 80DP Paladin connectors for the backplane. There are also board to board connectors required to connect all the various modules within the tray: the main LPU board with the host CPU module and the OSFP/QSFP modules that sit below the CPU module, the front-end NIC module, and the management module. Amphenol will supply the cable backplane too which is 8,160 DP per rack.
② Atomic Claim
SemiAnalysis 估計每片 compute tray main board PCB 的 ASP 約為 7,000 美元。
- Epistemic Mode:
ESTIMATED - Mapping Status:
COMPLETE
③ Semantic Frame
{
"attribute": "COMPUTE_PERFORMANCE",
"context_nodes": [
{
"id": "04_knowledge_base/PCB",
"label": "PCB"
}
],
"entity": {
"id": "04_knowledge_base/Compute Tray",
"label": "compute tray"
},
"frame_type": "ATTRIBUTE",
"qualifiers": {
"condition_text": null,
"numeric_mentions": [
"7,000"
],
"temporal_mentions": []
},
"value": {
"numeric_mentions": [
"7,000"
],
"value_text": "SemiAnalysis 估計每片 compute tray main board PCB 的 ASP 約為 7,000 美元。"
}
}④ Canonical Entity Mapping
| Role | Surface Label | Canonical Target |
|---|---|---|
| entity | compute tray | 04_knowledge_base/Compute Tray |
| context_0 | PCB | PCB |
⑤ Human Review
請在 Properties 逐項確認：
- 原文 → Atomic Claim 是否忠實
- Atomic Claim → Semantic Frame 是否忠實
- Canonical Entity mapping 是否正確
- Epistemic mode 是否保留原文語氣
- 最後選擇
review_action
Review state
Markdown 內文不是正式 approval。只有 Apply bridge 寫入的 Decision Ledger event 才是正式決策。