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According to FundaAl, Qualcomm is expected to start shipping AI ASICs similar to LPU to a Chinese CSP by the end of 2026.
The projected shipment volume is about 1 million units, with an average selling price (ASP) of approximately $4,000.
As for general-purpose server CPUs, shipments are expected to begin in the second half of 2027 or by the end of 2027.
3 million units... that’s not a small number.