China's SASAC surveys Broadcom switch use in state data centers
Beijing weighs cutting reliance on Broadcom hardware as it pushes domestic chipmakers, FT reports.
What to know
- China's SASAC has surveyed Broadcom switch use in state-owned data centres, finding it can make up to 90% of equipment at some firms.
- The review could lead to informal guidance pushing state data centres toward Chinese suppliers like Huawei, H3C and Ruijie Networks.
- Nvidia products are already barred from these facilities, making Broadcom the next major foreign supplier under scrutiny.
- Neither Broadcom nor SASAC has confirmed the report; Reuters said it could not independently verify the FT's findings.
SASAC Chinese state asset regulatorBroadcom US semiconductor and networking equipment makerHuawei Chinese tech conglomerateH3C Technologies Chinese networking equipment supplierRuijie Networks Chinese networking equipment supplierNvidia US chipmaker
How it unfolded 2 developments, newest first · click a bar or a number to jump articlesposts
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Reuters and other outlets amplify FT's Broadcom review report
Reuters, Investing.com and other outlets republished the FT findings, noting Reuters could not independently verify the report and that Broadcom and SASAC did not immediately respond to requests for comment.
“domestic chips for domestic use…”
— Financial Times reporting, describing Beijing's self-sufficiency campaign · source -
China blocks entire companies/entire industries and then cultivates home grown copies, its a running joke from Beijing to Silicon Valley LOL. So does the US. Ask Huawei for one. At least China doesn't arrest company officers on Trumped up charges. The US does. Just ask the Canadian judge who oversaw the US attempt to render a Huawei C official…
2 more of the top 3 · 23 posts in this stretch
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FT: So much focus in China on hardware independence. Now its weighing curbs on Broadcom switches that may account for up to 90% of state-backed data-centre deployments. China's State-owned Assets Supervision and Administration Commission has spent recent weeks surveying Broadcom use across state-c...
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No it doesn't Yes. It does. Clearly you've never read 35 USC 102. The US law that defines what can be patented. In a nutshell, it's "novelty". It's innovation. "35 U.S. Code § 102 - Conditions for patentability; novelty " It absolutely is about innovation. So..... That definition does not equal innovation. Making a 'new' processor based off of…
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FT reveals Broadcom switches make up up to 90% of some state firms' gear
The Financial Times, citing people familiar with the matter, reported the SASAC survey found Broadcom's switches could account for as much as 90% of equipment at some state-owned companies, and that the findings could prompt informal guidance to cut reliance on the US chipmaker.
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first by FT, 1d ago
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background
SASAC surveys Broadcom switch deployment across state firms — China's SASAC, which oversees state-owned enterprises, spent recent weeks surveying the extent of Broadcom switch use in state-controlled data centres.
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background
Nvidia products already barred from state-backed data centres — Prior to the Broadcom survey, Chinese state-backed data centres had already been restricted from using Nvidia products, leaving Broadcom's switches as a major remaining foreign supplier presence.
Also covered reported alongside — the timeline has no entry for these yet
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first by Investing.com News, 1d ago · also Techstrong IT, Finimize, Reuters, Financial Times
4 more headlines
- China Targets Broadcom in Push to Replace Foreign AI Hardware in State Data Centers: Report Techstrong IT · 1d ago
- China Takes A Close Look At Broadcom Gear In State Data Centers Finimize · 1d ago
- China surveys Broadcom switch use in state data centers, FT reports Reuters · 1d ago
- Sources: China's SASAC, which oversees state-owned companies, is surveying the number of Broadcom switches in state-backed data centers amid a domestic AI drive Financial Times · 1d ago
What people are saying 20 voices from 2 sites · best of 23 · verbatim
- Today
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The china simps and npc always show up on any china post. Sometimes they come downvote right away. Other times they just spam excuses and pro china nonsense like the guy that replied to me. Often with their comment history hidden Same for any 🇮🇱 posts.
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LOL. I'll take the fine minds at Nature over your podcaster any day of the week. Here's what Nature says about those papers when determining their ranking. "Each year, the Nature Index publishes tables based on counts of high-quality research outputs in the previous calendar year. " They only look at the good papers. Nature good. If you know who…
- Yesterday
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I listened to a podcast on this from actual experts. "Most scientific papers" =/= better. I can produce a billion scientific papers on whatever subject and claim to be the best. Meanwhile, Joe can produce 2 scientific papers that completely revolutionizes technology as we know it. And this is exactly how China tries to manipulate perception on the…
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I'm honestly amazed that this has positive upvotes. After listening to 100s of hours of geopolitical podcasts, from actual experts and policy makers, what you said is spot on.
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That's literally what it means. Since that's why patents are awarded. No it doesn't Here is the definition patent is a government-granted legal right that gives an inventor the exclusive ability to stop others from making, using, selling, or importing an invention for a limited time. That definition does not equal innovation. Making a 'new'…
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Specifically Broadcom’s takeover bid for Qualcomm was scuttled by national security concerns. Back when it was still registered in Singapore, it was suspected to be a front for Chinese interests. But changing its domicile to USA didn’t help either. So it’s fun to see Broadcom now getting footballed by the other side.
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America has required foreign powers to partner with US companies in order to enter the market? That's news to me America has been stealing IP since there's been an America. https://apnews.com/general-news-b40414d22f2248428ce11ff36b88dc53 If you think that was 200 years ago and it's different now, think again. Industrial espionage is still US…
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Which has been the standard operating procedure in the US for centuries. America has required foreign powers to partner with US companies in order to enter the market? That's news to me I don't even know what that means. So China is bad for doing what we are forcing them to do? If someone does bad because you make them, doesn't that mean you are…
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It still doesn't matter now because they're banned from US, Canada and now most of Europe. Great news is now that they want to nationalize they have plenty of unsold devices to do so.
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Any *major* geopolitical power in existence today could absolutely produce things locally if they really wanted to. The cost for certain things might be significantly higher due to low reasons or hard to get to resources, but none of the major powers today are in a scenario where they physically don't have specific resources within their borders
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Which has been standard operating procedure in China for decades Which has been the standard operating procedure in the US for centuries. China is bad for doing what they're doing so we force them to do the same I don't even know what that means. So China is bad for doing what we are forcing them to do? If someone does bad because you make them…
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Yeah but you're (or the government via tariffs is) still gonna have to solve the problem of cheap, foreign labor pricing domestic products out of the market
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People buy Huawei because they are cheap, the Chinese Government doesn't have the same budget issue. European nations and the European Union are increasingly banning or restricting Huawei equipment from sensitive geographical zones and critical telecom networks over national security risks. Do you really think Huawei is at the same level as…
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China has already spent enough years copying everyone else's technology so that they can start making those copies locally. If your investment relies heavily on the "China" market, I would not put faith in those investments being around for
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critical resources and components are being produced within their borders This is completely infeasible -- the world isn't like age of empires where resources are spread out equally around the map. Some countries have resources within their borders that quite frankly others will never have access to naturally
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Chinese would have done this anyway, their game has always been to close off their own markets after stealing ip and subsidizing companies - all while they cry on a global stage and want access to everyone elses markets.
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wouldn't you want a healthy mix as well to encourage local production to keep up with international competition?
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honestly, any major geopolitical power should ensure that critical resources and components are being produced within their borders Biggest mistake the west did since the end of the cold war was outsourcing large portions of our important industries to foreign countries
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Hi, you're on r/Stocks , please make sure your post is related to stocks or the stockmarket or it will most likely get removed as being off-topic/political; feel free to edit it now and be more specific. To everyone commenting: Please focus on how this affects the stock market or specific stocks or it will be removed as being off-topic/political…
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🚨EXCLUSIVE: China is scrutinizing Broadcom's grip on its AI data-center networks. A government survey found Broadcom switches make up as much as 90% of networking equipment at some state-owned companies. China's state-assets regulator, SASAC, is now examining whether Broadcom used its market pos...