Presentation from Celestica highlighting projections for custom ASIC and ethernet networking market. > Custom ASIC TA…
Presentation from Celestica highlighting projections for custom ASIC and ethernet networking market.
> Custom ASIC TAM is projected to grown more than 7x from $61 billion in 2026 to $434 billion by 2030 at a 64% CAGR.> Data Center Ethernet Networking TAM is projected to grow from $44 billion in 2026 to $173 billion by 2030, driven by rapid expansion in Scale-Up Back-End networking from $1 billion to $55 billion.$Celestica(CLS.US) $Alphabet(GOOGL.US) $Meta Platforms(META.US) $Microsoft(MSFT.US) $Amazon(AMZN.US) $Lumentum(LITE.US) $Coherent Corp.(COHR.US)
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