하이퍼스케일러발 맞춤형 AI ASIC 칩이 2026년 말 본격 양산 국면에 진입하면서, ASIC 시장의 경쟁이 기술력을 넘어 대규모 자본력 및 재무 대차대조표 …
DIGITIMES
MediaTek, GUC, Alchip escalate funding war as global ASIC race demands deep capital
Custom Application-Specific Integrated Circuit (ASIC) chips backed by hyperscalers are set for a mass-production boom starting late 2026, with next-generation projects already in full swing across development and supply-chain reservation. Industry insiders note that chipmakers have entered an era o…