Analyst: custom ASIC demand is very aggressive; upside for Qualcomm, AMD, Intel
BenBajarin · x · 2026-08-25
Analyst Ben Bajarin notes that demand for custom ASIC design services is very aggressive (his firm's model for MediaTek isn't even this high), which explains why so many companies are interested. He sees upside for Qualcomm, AMD, and Intel, all of whom want a slice of the custom compute ASIC dollars.
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