JPMorgan: Custom AI ASIC Market to Reach $60-$70 Billion by 2026
5 day ago / Read about 0 minute
Author:小编   

On September 21, according to the latest report from JPMorgan, it is predicted that by 2027, the share of ASIC/XPU in AI accelerator unit shipments will increase to 54%, surpassing GPUs, and further rise to 55% by 2028. The report also indicates that the market size for custom AI ASICs is expected to reach $60-$70 billion by 2026, with a compound annual growth rate exceeding 40-50% in the coming years. Currently, Broadcom and Marvell hold approximately 90% of the market share, with Broadcom accounting for 80-85%, reflecting a high market concentration.

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