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Realtek enters Nvidia supply chain with SSD controllers and targets 800G networking market
Monday, January 12, 2026 at 10:01 PM
Realtek has entered the Nvidia switch supply chain with its SSD controller chips and is expanding into the data center market. The company is developing 100G optical PHY products and PAM4 DSP chips supporting 400G and 800G modules to meet high-speed transmission demands in AI infrastructure. Analysts note that Realtek is following a similar path to Phison by integrating into next-generation AI platforms as storage scheduling becomes critical for AI efficiency.
Context
Taiwan’s second-largest IC designer, Realtek (2379.TW), has reportedly entered NVIDIA’s AI supply chain by supplying SSD controller chips for Quantum X InfiniBand switches. Industry experts confirmed the partnership after Realtek’s signature "crab" logo was identified on internal hardware within NVIDIA’s high-performance networking systems. This milestone positions Realtek as the second major Taiwanese storage partner alongside Phison (8299.TW), marking a strategic pivot for the company beyond its traditional dominance in consumer audio and networking chips.
The entry comes as NVIDIA shifts toward AI-native storage architectures, such as the BlueField-4 platform, to manage the massive data caches required for large-scale inference. Realtek, which saw 2023 revenues surpass NT$120 billion, is now being dubbed "the next Phison" by market analysts eager to capitalize on the AI storage supercycle. By securing a role in the Quantum X ecosystem, Realtek is well-positioned to benefit from the surging demand for low-latency data throughput and high-density storage within global AI data centers.
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