Huatai Securities Sees Domestic Switching Chips Entering Second Growth Phase Starting 2026, Market Space to Reach 24.2B Yuan by 2028

GateNews
According to Huatai Securities research report, switching chips are expected to enter a second growth phase starting in 2026 driven by artificial intelligence. The firm estimates the domestic switching chip market space could reach 24.2 billion yuan by 2028, with a compound annual growth rate of 96% from 2026 to 2028. The forecast is driven by two factors: large-scale AI clusters requiring more stable and reliable networks, pushing data center scale-out switches toward higher capacity and speed; and emerging hyper-node architectures potentially accelerating domestic AI infrastructure development, which typically require higher switching chip ratios than scale-out systems.
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baobaobaovip
· 45m ago
LFG 🔥
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