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

Jay Liu, Taipei; Charlene Chen, DIGITIMES Asia Thursday 22 January 2026 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,...

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