Companies exposed to Switch ASIC
The AI stocks the model maps to Switch ASIC — part of the chips layer, ranked by how strongly each name is exposed.
8 companies · ranked by exposure
The chip inside network switches that routes data between servers.
Full explainer: what Switch ASIC is & who makes it →It bridges chips and the networking fabric that binds clusters. When Switch ASIC tightens, the companies below are the ones in its path — which is why the model tracks their exposure to it.
Frequently asked
What are the top Switch ASIC stocks?
By modeled exposure to Switch ASIC: Broadcom, Arista Networks, Cisco, Huawei, Accton Technology, Suzhou Centec Communications. The full ranked list of 8 names is below.
Which companies make Switch ASIC?
The names the model tags as producers or suppliers of Switch ASIC: Broadcom, Cisco, Huawei, Suzhou Centec Communications, Teradyne, Xsight Labs.
What is Switch ASIC?
The chip inside network switches that routes data between servers.
What happens if Switch ASIC runs short?
Lagging switch bandwidth bottlenecks distributed workloads.
Exposure scores are illustrative, order-of-magnitude reads from our model of the AI value chain — not investment advice.