Custom ASICs take ~36 months to ship while models shift every 3 months
BenBajarin · x · 2026-10-14
Ben Bajarin visualizes the custom ASIC timeline based on Broadcom's comments: architecture (12 months), design (9-12, with one chip doubling in size mid-design), fab (6) and test (6) — nearly 36 months to service — while models and workloads shift roughly every 3 months. His takeaway: custom XPUs are best for dedicated models/workflows, GPUs for dynamic workloads.
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