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Cloud ASIC shipments set to surge in 2026; memory capacity remains key risk

  • Digitimes faviconDigitimes

    By Charlene ChenJan 22, 2026, 2:47 am197 pts
    photo of Cloud ASIC shipments set to surge in 2026; memory capacity remains key risk image2026 is shaping up as a breakout year for cloud application-specific integrated circuit (ASIC) shipments. Not only has Broadcom secured mass production projects with multiple major cloud service providers (CSPs), but Taiwanese firms MediaTek, Alchip, and GUC also have new products entering mass production.…
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