The ASIC server wars begin as Nvidia squeezes the margins

Aaron Lee, analysis; Sherri Wang, DIGITIMES Asia Monday 26 January 2026 0

Credit: DIGITIMES

ASIC servers are emerging as the most closely watched segment of the server supply chain heading into 2026. Nvidia remains the dominant force in AI servers and continues to ship the largest volumes of GPU-based systems. However, as Nvidia tightens its...

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