Bus Development (600246.SH): Shudu Technology's PCIe 5.0 switch chip is expected to gradually supply in large quantities in the fourth quarter

The Zhixuncaijing APP reported that Wantong Development (600246.SH) announced that currently no domestic PCIe 5.0 chip manufacturers have achieved mass production. Sudu Technology is one of the few domestic enterprises that have independent design capabilities for PCIe 5.0 chips and can achieve mass production. It is currently in the customer introduction phase and, if progress proceeds as expected, it is expected to achieve gradual mass production in the fourth quarter of 2025. It is difficult to estimate market share after mass production because it is currently dominated by a few overseas manufacturers. However, domestic substitution and independent controllability are the main themes of China's development in the field of AI technology in the future. Sudu Technology can provide customers with customized high-speed interconnect chip solutions, and compared to international competitors, it can offer products based on price advantages in terms of cost, security, and domestic substitution.