On August 28, Omdia's latest forecast indicates that by 2028, shipments of custom AI ASICs will surpass those of GPUs, with an expected 10.5 million units for AI ASICs compared to 10.1 million units for GPUs. However, from a revenue perspective, GPUs are projected to maintain their lead until 2032, although the gap between the two will gradually narrow starting from 2029. This is attributed to the high and continuously rising prices of GPUs, a factor sufficient to offset the impact of the rapid growth in AI ASIC shipments.