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China's Survey of Broadcom Switches Puts a Number on the Networking Monopoly Beijing Wants Gone

Published September 24, 20264 min read
Line chart of Broadcom (AVGO), last 90 days (USD) on a dark background
A regulatory survey found Broadcom switches running up to 90% of China's state-backed datacenter networking, sharpening Beijing's push for domestic replacements. Illustration: MarketIntelLabs

China's state-asset regulator has spent recent weeks counting how much of its datacenter networking runs on American silicon, and the answer was as high as 90 percent. The State-owned Assets Supervision and Administration Commission, which oversees the country's state-owned enterprises, surveyed Broadcom switch deployments across state-controlled datacenters, the Financial Times reported on September 23, citing people familiar with the matter. The survey found Broadcom's switches could account for as much as 90 percent of the installed equipment, and SASAC may follow with informal guidance telling state-run datacenters to scale the hardware back as part of Beijing's "domestic chips for domes…

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