Hardware1 hOctober 1, 2026, 07:07

ASIC shipments to top GPUs in 2027 as ABF substrate bottlenecks shift

Digitimes forecasts that ASIC accelerator shipments will surpass GPU shipments in the cloud AI segment for the first time in 2027. Growth is driven by Google, Amazon and Huawei, while ABF substrates and TSMC capacity remain the bottleneck.

Digitimes

Open source

ASIC shipments to top GPUs in 2027 as ABF substrate bottlenecks shift

ASIC shipments to exceed GPU shipments in cloud AI in 2027
Growth driven by Google, Amazon and Huawei orders
Google TPU payback estimated at 1 year
ABF substrate and CoWoS shortages persist

#Google#Amazon#Huawei#TSMC

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