[News] SerDes Wars Heat Up: Broadcom, Marvell, MediaTek Battle for AI Interconnect Supremacy

As AI models expand at breakneck speed, SerDes (Serializer/Deserializer) has become pivotal for boosting chip-to-chip data bandwidth. As observed by TrendForce, competition in high-speed SerDes has been heating up since 2025. In addition to Broadcom and Marvell, MediaTek reportedly broke into Google’s TPU ecosystem with its 224G SerDes, while NVIDIA began opening its NVLink Fusion SerDes IP to IC and IP design partners.

Against this backdrop, SerDes capabilities are becoming a key differentiator for ASIC vendors, as companies race to strengthen interconnect technologies to support AI infrastructure. This raises key questions around what SerDes is, why it has become so critical, and which players are shaping this fast-evolving landscape.

What is SerDes?

36Kr explains that SerDes (Serializer/Deserializer) is a foundational technology enabling high-speed data transfer between chips, designed to…