Lates News

JPMorgan's latest report estimates that by 2027, ASICs/XPUs will account for 54% of AI accelerator unit shipments, surpassing GPUs, and will rise further to 55% in 2028. It estimates that the custom AI ASIC market will be about $60 billion to $70 billion in 2026, with a compound growth rate of more than 40% to 50% over the next few years. Currently, Broadcom and Marvell hold about 90% of the market share, with Broadcom at about 80% to 85%, indicating a high degree of market concentration.