By Chris Ciaccia
Publication Date: 2026-02-23 18:00:00
Evercore’s AI-ASIC outlook: Broadcom leads custom chips, but Marvell, Arm and Qualcomm gain with AWS, Microsoft and hyperscalers.
Broadcom is 'best-in-class' in ASIC market, but Marvell, Qualcomm catching up: Evercore
