Huatai Securities predicts a significant growth phase for switch chips in data centers, driven by AI, starting in 2026. The firm highlights the increasing demand for more robust and higher-capacity network systems in large-scale AI clusters, which will boost both the volume and price of these chips. Additionally, the emergence of "super node" architectures for domestic AI computing could further drive demand for switch chips, with Huatai Securities forecasting the domestic market to reach 24.2 billion yuan by 2028. AI
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IMPACT Predicts a significant market expansion for AI-related data center infrastructure components.
RANK_REASON This is an analyst report predicting future market growth, not a direct announcement of a product, research, or funding.