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

Source: Digitimes· Lily Hess· August 23, 2026
Research Insight: ASIC shipments projected to overtake GPU by 2027 as AI reshapes memory

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 …

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