Group 1 - The core point of the article highlights that domestic PCIe 5.0 chip manufacturers have not yet achieved mass production, with Shuduo Technology being one of the few companies capable of full-process independent design and potential mass production by Q4 2025 [1] - Shuduo Technology is currently in the customer onboarding phase, and if progress continues as expected, it may gradually start mass production [1] - The market share post-mass production is difficult to estimate due to the current oligopoly of overseas manufacturers, but domestic substitution and self-control are key themes in China's AI technology development [1] Group 2 - Shuduo Technology offers customized high-speed interconnect chip solutions, providing advantages in cost, safety, and domestic substitution compared to international competitors [1]
万通发展:数渡科技PCIe5.0交换芯片有望在第四季度逐步批量供货