This Broadcom chip has risen to $20,000

The shortage of AI-related GPUs and servers continues to ferment. Major GPU manufacturers such as Nvidia and AMD continue to increase orders. However, under the large-scale model, AI servers integrate many hardware and components. The shortage on the GPU side is still being filled, and on the other side, the shortage is still being filled. There is a shortage again, and you never know what part will be missing next.

Since early June this year, Broadcom's PCle Switch has been out of stock on the market.

Relevant models include chips starting with Broadcom SS26, SS24, and SS23. Inquiries are very popular, and there is an unusually high demand for products on the market, such as SS26-0B00-02, SS24-0B00-02, and SS23-0B00-02. Among them, SS26 has the highest specifications. , are the most out of stock. Although SS24 and SS23 with lower specifications are not so short, many people are looking for them.

Regarding the market price of high-end SS26-0B00-02, industry insiders told us that its current original quotation in Hong Kong is 5,500 USD/piece (minimum purchase of 26 pieces). In the Shenzhen spot market, the quotation is as high as 18,000-20,000 USD/piece (inclusive) tax), originality is not guaranteed.

Xinshixiang has observed that some models with target prices may not necessarily be able to find spot. For example, SS23-0B00-02, some terminals are looking for goods at home and abroad. They accept the unit price of 5,000 yuan and are in urgent need of spot goods.

The above chip models all belong to Broadcom's PEX89500 PCIe Gen 5.0 series switches, which are currently the latest series of PCI Express switches for data centers and cloud platforms. They are used in composable ultra-large-scale computing systems for ML/AI and server/storage applications. .

The highest-spec SS26-0B00-00 has 144 PCIe Gen 5.0 lanes, enabling up to 9216 Tb/s (1152 GB/s) of raw bandwidth.

Therefore, Broadcom's PEX89500 series switches can be said to be AI chips designed for advanced computing.

According to reports, AI servers will significantly push up the server average unit price (ASP) from US$8,500 to US$9,000 to more than US$10,000. AI servers will be shipped in large quantities in the fourth quarter of this year.

The huge data for AI training requires high-speed, congestion-free interconnection between chips. Nvidia's own NVLink and NVSwitch markets are limited in scale, while the market for PCIe interface chips and other high-speed interconnect chips in the traditional CPU ecosystem is relatively open. As a core part of low-power, high-performance solutions for data centers, PCIe Switch is expected to usher in high growth. increase. According to Transparency market research agency data, the CAGR from 2019 to 2027 is about 15%, and the global PCIe Switch market size may reach US$9.2 billion in 2027.

In addition to PCle Switch, the demand for AI servers has driven the value growth of all links in the server industry chain. Industry insiders estimate that compared with ordinary dual-socket servers, the single-machine value increase of AI server core components from high to low is GPU (24x), DRAM (5.3 x), on-board interconnect interface chip (3.3x), power management (3x), heat dissipation (3x), PCB (2.4x), network card (2.2x) and SSD (2x).