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Networking / Retimers — Basket

Switch ASICs, PCIe/CXL smart retimers, SerDes chiplets, active electrical cable DSPs, and optical-electrical bridge chipsets forming the high-bandwidth interconnect layer of AI training clusters — spanning custom switch silicon (AVGO Tomahawk/Jericho, MRVL Prestera/Kinetic, NVDA Spectrum), AI fabric system OEMs (ANET, CSCO), PCIe/CXL smart retimers and active copper cable ICs (ALAB, Parade/4966), next-gen SerDes chiplets and AEC DSPs (CRDO, AWE Alphawave), PAM4 optical bridge chips and transceiver DSPs (MXL), and signal-integrity ICs for 100G–800G optical links (SMTC).

Constituents (14)

  • Astera Labs, Inc. (ALAB)
  • Credo Technology Group Holding Ltd (CRDO)
  • Arista Networks, Inc. (ANET)
  • CISCO SYSTEMS, INC. (CSCO)
  • MAXLINEAR, INC (MXL)
  • Marvell Technology, Inc. (MRVL)
  • Broadcom Inc. (AVGO)
  • Alphawave IP Group plc (AWE)
  • SEMTECH CORP (SMTC)
  • NVIDIA CORP (NVDA)
  • 譜瑞-KY (4966)
  • MICROCHIP TECHNOLOGY INC (MCHP)
  • RAMBUS INC (RMBS)
  • Montage Technology Co., Ltd. (688008.SS)

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