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

Jay Liu

, Taipei

Jan 22, 2026, 10:47 0

Credit: DIGITIMES

2026 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...

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