[JPMorgan Expects Custom AI ASIC Market to Reach $60-70 Billion by 2026] JPMorgan predicts that the custom AI ASIC market will reach approximately $60-70 billion by 2026, with a compound annual growth rate exceeding 40% to 50% in the coming years. By 2027, ASIC/XPU's share of AI accelerator unit shipments is expected to rise to 54%, surpassing GPUs, and further increase to 55% by 2028. Currently, Broadcom and Marvell hold about 90% of the market share, with Broadcom accounting for approximately 80% to 85%. (Source: Jin10)