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China’s Broadcom Switch Survey: What SASAC Reportedly Found
On September 23, 2026, Reuters relayed a Financial Times report that SASAC had spent weeks surveying Broadcom switches in state controlled data centers. The review fits a reported push to favor domestic technology, but the 90% figure should not be read as a measure of every Chinese data center.[1][12]
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Key takeaways
- On September 23, 2026, Reuters relayed a Financial Times report that SASAC had spent weeks surveying Broadcom switches in state controlled data centers.
- The review fits a reported push to favor domestic technology, but the 90% figure should not be read as a measure of every Chinese data center.[1][12]
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openai.comCreate a landscape editorial hero image for this Studio Global article: What did the Financial Times report on September 23, 2026, about China’s State-owned Assets Supervision and Administration Commission (SASAC. Article summary: The Financial Times reported, according to Reuters’ September 23, 2026 coverage, that China was examining Broadcom hardware in state-backed data centers to promote domestic suppliers and reduce dependence on foreign AI i. Topic tags: general, news, general web, user generated. Style: premium digital editorial illustration, source-backed research mood, clean composition, high detail, modern web publication hero. Use reference image context only for broad subject, composition, and topical grounding; do not copy the exact image. Avoid: logos, brand marks, copyrighted characters, real person likenesses, fake screenshots, UI text, readable text, watermarks, charts w
China’s state-asset regulator has been checking how extensively Broadcom networking switches are used in state-controlled data centers, according to a Financial Times report relayed by Reuters on September 23, 2026. The reported aim is to strengthen domestic suppliers and reduce reliance on foreign AI infrastructure.1
What the survey covered—and what 90% means
The State-owned Assets Supervision and Administration Commission (SASAC), which oversees state-owned enterprises, reportedly spent recent weeks surveying Broadcom switch deployments across state-controlled data centers.1 Preliminary accounts said Broadcom equipment could represent as much as 90% of equipment in some state-owned data centers. That is a finding about particular facilities, not a measured share of all Chinese data centers.
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What could happen next
The findings could lead SASAC to issue informal guidance encouraging state-backed facilities to reduce their use of Broadcom switches. The cited coverage describes a possible next step, not an announced ban or a binding replacement order.5
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The review matters to suppliers because a shift in state-backed purchasing could favor Chinese networking companies. Coverage named Huawei and H3C among potential beneficiaries.4
6 Broadcom shares were reported down 0.3% in Wednesday premarket trading after the FT report, though that early price move does not establish the review’s eventual commercial impact.
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The available reporting supports the survey, the qualified preliminary finding and the possibility of informal guidance. It does not establish that SASAC has ordered data centers to replace Broadcom equipment.1
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On September 23, 2026, Reuters relayed a Financial Times report that SASAC had spent weeks surveying Broadcom switches in state controlled data centers.
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On September 23, 2026, Reuters relayed a Financial Times report that SASAC had spent weeks surveying Broadcom switches in state controlled data centers. The review fits a reported push to favor domestic technology, but the 90% figure should not be read as a measure of every Chinese data center.[1][12]