TechFlow News, May 24: According to a research report by Huatai Securities, switching chips—core components for data center interconnects—are used to process data switching and packet forwarding, accounting for over 30% of switch costs. Huatai Securities forecasts that, driven by AI, switching chips will enter a second growth phase starting in 2026: 1. Clusters with 10,000+ GPUs require more stable and reliable network systems, driving Scale-out switches in data centers toward higher capacity and speed; consequently, Scale-out switching chips are expected to see both volume and price increases. 2. The “super-node” architecture may serve as a breakthrough solution for domestic computing power to catch up with overseas computing power. Super-nodes amplify intra-cluster Scale-up effects, and switching chip allocation ratios in super-node architectures typically exceed those in Scale-out setups—potentially generating substantial future demand for switching chips. Huatai Securities estimates the domestic switching chip market size could reach RMB 2.42 billion in 2028, with a compound annual growth rate (CAGR) of 96% from 2026 to 2028. Investors are advised to monitor leading global vendors and domestic chipmakers with advanced in-house technologies.
Risk Disclosure: This website's content is not investment advice and offers no trading guidance or related services. Per regulations from the PBOC and other authorities, users must be aware of virtual currency risks. Contact us / support@techflowpost.com ICP License: 琼ICP备2022009338号
