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ASICs Vie for Market Share in 2026, Driving Up Profits for TSMC, Foxconn, and Other Firms
2025-12-15 /
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Author：小编
In 2026, AI will undoubtedly take center stage in the capital market. NVIDIA's GPUs won't hold sway over the market as they do now, since Application-Specific Integrated Circuits (ASICs) are also poised to attract considerable attention. Industry insiders reveal that Google's TPU v7 and Amazon AWS Trainium 3 are projected to commence mass production in the first quarter of the coming year. This move is set to open up fresh development avenues for the ASIC market. Meanwhile, Taiwanese supply - chain companies, including TSMC, Foxconn, Quanta, and Delta Electronics, stand to gain simultaneously from the expansion of both the GPU and ASIC markets.
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