## Growth of ASICs for the cloud The market for ASICs (Application-Specific Integrated Circuits) intended for the cloud is about to experience a significant expansion phase. According to DIGITIMES, a substantial increase in shipments is expected starting in 2026. ## Memory capacity: a key factor A crucial element to consider is memory capacity. This represents a determining factor for the performance of ASICs in the cloud and, at the same time, a potential risk for the growth of the sector. The availability and efficiency of memory will directly influence the ability to handle complex workloads and ever-increasing data volumes. ## The role of cloud computing The continuous evolution of cloud computing is the main driver of this growing demand for specialized hardware. Companies offering cloud services need increasingly high-performance and efficient solutions to meet the needs of their customers. ASICs, designed for specific applications, offer advantages in terms of performance and energy consumption compared to generic solutions. Cloud computing has become a fundamental element of modern IT infrastructure, allowing companies to outsource their data processing and storage needs. This trend has led to a growing demand for specialized hardware, such as ASICs, optimized for cloud workloads.