jp-morgan

#jp-morgan

@BigbirdflyChan: On June 18, JPMorgan released a very important ASIC industry report. I extracted some key points to share with you. The core view of the report is that the AI era is driving custom chip ASICs into a new golden cycle, and the biggest beneficiaries are Broadcom and Marvell. Yes, Mrvl has been in the spotlight recently…

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JPMorgan releases ASIC industry report, predicts AI custom chips entering golden cycle, Broadcom and Marvell are biggest beneficiaries, and expects AI ASIC shipments to surpass GPU for the first time by 2027.

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