clm_c4010b4f05dc458ab74ca46e7828192d_r1

NIEK2-0337

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

More specifically it is AlphaWave, which Qualcomm acquired last year, that is providing the 112G SerDes for Groq’s C2C

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

更精確地說，是去年被 Qualcomm 收購的 AlphaWave，為 Groq 的 C2C 提供 112G SerDes。

• Epistemic Mode: ASSERTED
• Mapping Status: PARTIAL

③ Semantic Frame

{
  "frame_type": "NARY_RELATION",
  "participants": [
    {
      "node": {
        "id": "02_companies/QCOM",
        "label": "Qualcomm"
      },
      "role": "acquirer"
    },
    {
      "node": {
        "id": "02_companies/Alphawave Semi",
        "label": "AlphaWave"
      },
      "role": "target"
    },
    {
      "node": {
        "id": "02_companies/Groq",
        "label": "Groq"
      },
      "role": "context"
    },
    {
      "node": {
        "id": "04_knowledge_base/Chip-to-Chip Interconnect",
        "label": "C2C"
      },
      "role": "context"
    },
    {
      "node": {
        "id": "04_knowledge_base/SerDes",
        "label": "SerDes"
      },
      "role": "context"
    }
  ],
  "qualifiers": {
    "condition_text": null,
    "numeric_mentions": [
      "112"
    ],
    "temporal_mentions": []
  },
  "relation_type": "ACQUIRES"
}

④ Canonical Entity Mapping

Role	Surface Label	Canonical Target
acquirer	Qualcomm	QCOM
target	AlphaWave	02_companies/Alphawave Semi
context	Groq	Groq
context	C2C	04_knowledge_base/Chip-to-Chip Interconnect
context	SerDes	SerDes

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。