全球科技_交换机TAM介绍；2025 - 2026 年数据中心交换机受益于高速传输，预计同比增长 42%-Global Tech_ Switch TAM introduced; Data center switches to grow 42 YoY in 2025E_26E on high-speed transmission
2025-08-15 02:26
14 August 2025 | 10:02PM HKT Switch: Buy Ruijie (Switch brand/White box), Huaqin (ODM, on CL), Hon Hai/FII (ODM), Arista (Switch brand/White box), Dell (Switch brand), Broadcom (SoC), Landmark/VPEC (Silicon Photonics), AVC/Fositek (Liquid cooling), Aspeed (BMC), EMC/TUC/GCE (PCB/HDI). Read more: Greater China Switch initiation. Related reports: Global Tech: PCs, smartphones, servers: Quantifying market opportunities (launching Global TAMs on Oct 3, 2023) Global Tech: Server TAM: Introducing rack-level AI se ...