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北京时间·🕒 发布 19:20:33时区推断·⟳ 抓取 19:25:33·⚡ 决策 08-04 22:43:35 +3h18m·83.9 天前
Microchip与美光展示PCIe Gen 6存储架构，但未披露订单或业绩增量
这是会展/新闻稿性质的技术演示，未披露客户采购、订单金额、量产新增或收入分成。
📄 原文Investing.com↗ 原文
Microchip demonstrates PCIe Gen 6 storage with Micron SSDs
U.S.-Iran talks uncertain; Palantir, Snap report - what’s moving markets CHANDLER, Ariz. - Microchip Technology (NASDAQ…
不做 Microchip Technology（MCHP.US）
产品演示/新闻稿性质，无订单金额、客户导入或业绩增量，属于超大科技链软催化，不做。
不做 美光科技（MU.US）
仅作为SSD联合演示方被提及，未披露新增采购、销售或利润贡献，无法形成短线正期望交易。
展开详情(成交明细 / 研究档案 / 原文全文 / 决策记录链)
研究档案
🔎 新鲜度:最早出现 2026-08-04 · 扩散 low · price-in 风险 medium ↗
关键理由
- 这是会展/新闻稿性质的技术演示，未披露客户采购、订单金额、量产新增或收入分成。
- Microchip Switchtec Gen 6与美光9650 SSD均属于既有产品线展示，对两家公司市值级短线重定价不足。
主要风险
- 若后续出现云厂批量采购或明确设计导入订单，需要按新催化重新评估。
原文全文
展开原文 · 2,156 字
U.S.-Iran talks uncertain; Palantir, Snap report - what’s moving markets
CHANDLER, Ariz. - Microchip Technology (NASDAQ:MCHP) announced today a demonstration of a PCIe Gen 6 storage architecture combining its Switchtec PCIe Gen 6 switches with Micron 9650 NVMe solid state drives at the 2026 Future of Memory and Storage Conference.
The demonstration features a Microchip Switchtec Gen 6 PCIe fanout switch serving as an interconnect between host processors and multiple Micron 9650 SSDs, according to a press release statement. The architecture is designed for AI, high-performance computing and cloud data center applications.
PCIe 6.0 delivers bandwidth of 64 GT/s per lane, double that of PCIe 5.0. The technology aims to address data movement requirements for AI workloads as models increase in size and complexity.
"Advancing data center performance is not solved by any single component and our work with Micron highlights the importance of taking a cohesive approach," said Brian McCarson, corporate vice president and general manager of Microchip’s data center solutions business unit.
Microchip’s Switchtec Gen 6 PCIe switches are built on 3 nm process technology and support connectivity between CPUs, GPUs, SoCs, AI accelerators and storage devices. The switches incorporate a hardware root of trust and secure boot architecture with post-quantum-safe cryptographic algorithms meeting CNSA 2.0 security standards.
Micron 9650 PCIe Gen 6 NVMe SSDs are designed for workloads including AI training, real-time analytics and large-scale databases. "The Micron 9650 SSD, the industry’s first mass-produced PCIe Gen 6 SSD, and Microchip’s Switchtec PCIe Gen 6 switching technology demonstrate how a scalable storage architecture can help data centers achieve higher throughput, lower latency and more efficient data movement," said Larry Hart, senior director of solutions marketing for Micron’s Core Data Center Business Unit.
The architecture supports composable and disaggregated system designs for data center storage resource scaling.
This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.
CHANDLER, Ariz. - Microchip Technology (NASDAQ:MCHP) announced today a demonstration of a PCIe Gen 6 storage architecture combining its Switchtec PCIe Gen 6 switches with Micron 9650 NVMe solid state drives at the 2026 Future of Memory and Storage Conference.
The demonstration features a Microchip Switchtec Gen 6 PCIe fanout switch serving as an interconnect between host processors and multiple Micron 9650 SSDs, according to a press release statement. The architecture is designed for AI, high-performance computing and cloud data center applications.
PCIe 6.0 delivers bandwidth of 64 GT/s per lane, double that of PCIe 5.0. The technology aims to address data movement requirements for AI workloads as models increase in size and complexity.
"Advancing data center performance is not solved by any single component and our work with Micron highlights the importance of taking a cohesive approach," said Brian McCarson, corporate vice president and general manager of Microchip’s data center solutions business unit.
Microchip’s Switchtec Gen 6 PCIe switches are built on 3 nm process technology and support connectivity between CPUs, GPUs, SoCs, AI accelerators and storage devices. The switches incorporate a hardware root of trust and secure boot architecture with post-quantum-safe cryptographic algorithms meeting CNSA 2.0 security standards.
Micron 9650 PCIe Gen 6 NVMe SSDs are designed for workloads including AI training, real-time analytics and large-scale databases. "The Micron 9650 SSD, the industry’s first mass-produced PCIe Gen 6 SSD, and Microchip’s Switchtec PCIe Gen 6 switching technology demonstrate how a scalable storage architecture can help data centers achieve higher throughput, lower latency and more efficient data movement," said Larry Hart, senior director of solutions marketing for Micron’s Core Data Center Business Unit.
The architecture supports composable and disaggregated system designs for data center storage resource scaling.
This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.
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