By Finimize Newsroom
Publication Date: 2026-09-23 05:12:00
an obvious target for “de-risking” even when the focus of policy talk is chips.
The report adds that SASAC may follow up with informal guidance urging state-run facilities to scale back Broadcom under a “domestic chips for domestic use” campaign. That matters because it doesn’t have to be a formal ban to reshape purchasing: state buyers often treat these nudges as approval standards. Reuters said it could not immediately verify the Financial Times reporting, and that Broadcom and SASAC weren’t immediately reachable for comment outside regular business hours.
Why should I care?
For markets: SASAC’s “up to 90%” Broadcom switch footprint could turn a soft signal into a hard headwind.
Data-center networking gear is sticky: once a vendor is qualified, operators build their monitoring tools, staff training, and interoperability testing around it. If SASAC starts steering procurement toward domestic suppliers, the biggest impact is likely to show up during refresh and…
