---
title: "KaiYuan Securities: AIGC is expected to drive continuous growth in demand for high-speed switches"
type: "News"
locale: "en"
url: "https://longbridge.com/en/news/222862549.md"
description: "The research report from KaiYuan Securities points out that with the rapid development of global AI, the scale of AI clusters continues to expand, and the demand for Ethernet switches will continue to grow. As an important communication network device, Ethernet switches are widely used in multiple fields. The rise of AIGC will drive switches to upgrade towards high speed, multi-port, white-box, and optical switches, and it is expected that the switch industry chain will benefit in the long term"
datetime: "2024-12-20T00:21:40.000Z"
locales:
  - [zh-CN](https://longbridge.com/zh-CN/news/222862549.md)
  - [en](https://longbridge.com/en/news/222862549.md)
  - [zh-HK](https://longbridge.com/zh-HK/news/222862549.md)
---

# KaiYuan Securities: AIGC is expected to drive continuous growth in demand for high-speed switches

KaiYuan Securities research report points out that Ethernet switches are important communication network devices, widely used in various scenarios in life such as automotive, industrial, enterprise, operator, and cloud service provider networks. With the rapid development of AI globally, the scale of AI clusters continues to grow, and the AI cluster network has higher requirements for network architecture, bandwidth, latency, and other aspects, driving switches to continuously iterate and upgrade towards high speed, multi-port, white-box, and optical switches. AIGC is expected to drive sustained growth in demand for high-speed switches, and the switch industry chain is expected to benefit in the long term

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