JPMorgan: AI Custom Chip Shipments May Surpass GPUs by 2027, Broadcom and Marvell Riding the Wave
JPMorgan released a report stating that the AI custom chip (ASIC) market is entering a new growth cycle. Analysts estimate the digital AI ASIC market will reach $60-70 billion by 2026, maintaining a 40%-50% compound growth rate in the coming years. Broadcom holds an 80%-85% share in the high-end ASIC market, with Marvell in second place. Clients like Google, Amazon, Meta, and OpenAI are ramping up their development of in-house AI processors.
Why it matters: Custom chips are challenging the dominance of generic GPUs — the shift from "buying Nvidia cards" to "building your own chips" is set to profoundly reshape the supply chain and cost structure of AI infrastructure.
#ASIC #Broadcom #Marvell #AI #chips
JPMorgan released a report stating that the AI custom chip (ASIC) market is entering a new growth cycle. Analysts estimate the digital AI ASIC market will reach $60-70 billion by 2026, maintaining a 40%-50% compound growth rate in the coming years. Broadcom holds an 80%-85% share in the high-end ASIC market, with Marvell in second place. Clients like Google, Amazon, Meta, and OpenAI are ramping up their development of in-house AI processors.
Why it matters: Custom chips are challenging the dominance of generic GPUs — the shift from "buying Nvidia cards" to "building your own chips" is set to profoundly reshape the supply chain and cost structure of AI infrastructure.
#ASIC #Broadcom #Marvell #AI #chips