Qualcomm considers custom ASICs for AI

The author argues that AI infrastructure demand is shifting from generic GPUs to specialized accelerators, creating growth opportunities for custom ASIC merchant silicon vendors. Qualcomm is positioned to potentially compete in this space given its design team, CPU cores, and other internal capabilities. However, market viability depends on how well Qualcomm and other merchant vendors stack up against established competitors like Broadcom and Marvell. Open article →