Switch chip: The "third core hardware" of AI networking innovation, can domestic substitution break the deadlock?

Switch switching chips are the "neural network" of AI computing clusters, responsible for high-speed data transmission and routing between GPUs, servers, and I/O devices. In computing clusters for AI large model training and inference, the performance of switching chips directly determines the cluster's scaling efficiency, communication latency, and overall computing utilization.

The global PCIe switch market is approximately $2.8 billion and is expected to grow to $6.9 billion by 2034. However, Broadcom holds over 70% of the global commercial switching chip market—in the context where AI computing power has become the core battlefield of major power competition, domestic substitution of switching chips is not only a commercial proposition but also a strategic security proposition.