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Digitimes August 23, 2026 By Lily Hess neutral

Research Insight: ASIC shipments projected to overtake GPU by 2027 as AI reshapes memory

IntelAI / LLMNVIDIA / GPUMemorySupply ChainData Center
ASIC and GPU shipments will reach a "golden cross" in 2027, with ASIC shipments expected to surpass GPU shipments for the first time at 15.3 million units, DIGITIMES Intelligence analyst Stella Weng said. She also said AI is driving a "qualitative change" in memory architecture inside AI servers.
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