Phison targets edge AI market with new PCIe Switch chips

Taiwanese high-speed interface chip designer Phison (5269) is making a strategic push into the burgeoning edge AI market. The company unveiled its PCIe Switch ASM58000 series, specifically engineered for edge computing and the development of Physical AI.

Phison's new chips are already being integrated into various applications, including medical devices, AI acceleration cards, industrial PCs (IPC), and edge servers. The technology facilitates bridging for on-premise large language models (LLM) and big data storage. By combining USB with a PCIe expansion architecture, Phison offers enhanced capabilities for terminal devices, boosting their AI processing power.

The company is leveraging its 12nm process technology for PCIe Gen5 and USB4 80Gbps PHY physical layer technology to cater to the demanding requirements of servers, data centers, and edge AI deployments. Phison's own-brand business continues to focus on Edge AI and Physical AI applications, with new projects spanning Edge Servers, AIoT, robotics, and surveillance.

Demand for PCIe Switch Gen 3/4 and USB 3/4 is growing, driving an increase in new customers and a projected steady growth in PCIe Switch orders beyond 2027. Phison anticipates that the deepening integration of AI applications will trigger a new growth cycle through technological iteration. Institutional investors have shown recent confidence, with continuous buying over 11 trading days, accumulating 938 shares.