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DigiTimes
ASIC shipments projected to overtake GPU by 2027 as AI reshapes memory
According to DIGITIMES Intelligence, ASIC shipments are set to surpass GPU shipments for the first time by 2027, reaching 15.3 million units. This shift highlights the growing importance of application-specific integrated circuits in an AI-driven market, where memory and processing demands are rapidly changing. Companies are already securing their supply chains to prepare for this trend, indicating a robust demand for ASICs as the landscape evolves.
MonitorConfidence: MediumLong term horizon
Published 24 Aug 2026, 00:20 UTC1 min read
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Summary
TL;DR
- ASIC shipments projected to reach 15.3 million units by 2027.
- First time ASICs will surpass GPUs in shipments.
- AI is reshaping the memory capacity market significantly.
- Companies are preemptively locking in supplies.
- Technical battles expected in advanced packaging technologies.
Interesting facts
- The significant shift indicates a growing preference for tailored chips in AI applications.
- Memory capacity for 2027 has reportedly sold out due to anticipated demand.
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