clm_b0c6b799a9e041f4ac421b863054b994_r1

SA260324R-0335::SPLIT02

回到這篇 SA Coverage

① SA Source

• Source: 開啟完整 SA 文章
• Section: AlphaWave 112G Serdes in LP30
• Line hint: 429

Context Before

Here, we will discuss our findings on where we see there are big changes in content for the supply chain coming out of all these announcements at GTC.

AlphaWave 112G Serdes in LP30

Evidence

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.

Context After

LPX PCB

Next, we mentioned that a very high spec PCB is required for the LPX compute tray. We estimate that each compute tray main board PCB will carry $7k ASP. The suppliers for this are Victory Giant and WUS. Of course, there are several other PCB modules in the compute tray, but they do not need a high spec. Nvidia is continuing with their cable-less philosophy similar to the Vera Rubin compute tray which requires a lot of board-to-board connectors, which brings us to the next big beneficiary.

② Atomic Claim

AlphaWave 為 Groq 的 C2C 提供 112G SerDes。

• Epistemic Mode: ASSERTED
• Mapping Status: COMPLETE

③ Semantic Frame

{
  "frame_type": "NARY_RELATION",
  "participants": [
    {
      "node": {
        "id": "02_companies/Alphawave Semi",
        "label": "AlphaWave"
      },
      "role": "provider"
    },
    {
      "node": {
        "id": "02_companies/Groq",
        "label": "Groq"
      },
      "role": "customer"
    },
    {
      "node": {
        "id": "04_knowledge_base/Chip-to-Chip Interconnect",
        "label": "C2C"
      },
      "role": "interconnect"
    },
    {
      "node": {
        "id": "04_knowledge_base/SerDes",
        "label": "SerDes"
      },
      "role": "technology"
    }
  ],
  "qualifiers": {
    "condition_text": null,
    "numeric_mentions": [
      "112G"
    ],
    "temporal_mentions": []
  },
  "relation_type": "PROVIDES_C2C_SERDES"
}

④ Canonical Entity Mapping

Role	Surface Label	Canonical Target
provider	AlphaWave	02_companies/Alphawave Semi
customer	Groq	Groq
interconnect	C2C	04_knowledge_base/Chip-to-Chip Interconnect
technology	SerDes	SerDes

⑤ V2 Draft（需要修正時直接編輯）

Inline repair

只編輯以下三個 Draft 區塊。完成後將 review_action 設為 REQUEST_REPAIR，再手動執行 Repair Preview。
執行腳本前，Draft 不會寫入 Claim Store 或 Graph。

V2 Atomic Claim Draft

AlphaWave 為 Groq 的 C2C 提供 112G SerDes。

V2 Semantic Frame Draft

{
  "frame_type": "NARY_RELATION",
  "participants": [
    {
      "node": {
        "id": "02_companies/Alphawave Semi",
        "label": "AlphaWave"
      },
      "role": "provider"
    },
    {
      "node": {
        "id": "02_companies/Groq",
        "label": "Groq"
      },
      "role": "customer"
    },
    {
      "node": {
        "id": "04_knowledge_base/Chip-to-Chip Interconnect",
        "label": "C2C"
      },
      "role": "interconnect"
    },
    {
      "node": {
        "id": "04_knowledge_base/SerDes",
        "label": "SerDes"
      },
      "role": "technology"
    }
  ],
  "qualifiers": {
    "condition_text": null,
    "numeric_mentions": [
      "112G"
    ],
    "temporal_mentions": []
  },
  "relation_type": "PROVIDES_C2C_SERDES"
}

V2 Revision Metadata Draft

{
  "epistemic_mode": "ASSERTED",
  "mapping_status": "COMPLETE"
}

⑥ 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。