Supernode switch chip

I once posted a long article about supernodes. Recently, while looking at stocks related to supernodes, I had a question: Huawei, ZTE, and other manufacturers develop their own switch chips, so where is the opportunity for Centec Communications (not a stock recommendation, just my confusion—so far, Centec’s market share is extremely low, with the majority held by foreign companies). After researching some materials, I now have a better understanding. [Taoguba]
Domestic supernode technology routes are divided into two types: Huawei’s PCLE and the Ethernet adopted by other manufacturers. Switch chips are divided into intra-cabinet (used for connections between CPUs, GPUs, etc.) and inter-cabinet (connections between cabinets). See the detailed organization by Doubao below.