AI Drives Resurgence in Custom Chips

The report highlights a significant market resurgence in custom ASICs, projecting a $60-70 billion opportunity by 2026. Broadcom and Marvell are identified as the primary beneficiaries of the shift toward custom silicon among major hyperscalers.

Key Takeaways

• 1.The custom AI ASIC market is a ~$60-$70B opportunity in 2026, driven by hyperscalers seeking silicon-level differentiation.
• 2.Broadcom and Marvell are the primary beneficiaries, dominating the high-end ASIC market with 80-85% and 10-12% share, respectively.
• 3.AI ASIC unit shipments are forecasted to exceed GPU unit shipments by 2027 as custom silicon offers superior power and compute efficiency for specific workloads.

Table of Contents

• What Is An ASIC?
• Market Sizing (2025)
• Why Design Your Own ASIC or Custom Chip?
• AI ASICs/XPUs Offer Competitive Performance, Economics and Power Efficiency
• Chip and Rack Architectures
• AI ASIC Unit Shipments Forecast to Exceed GPU Units by 2027
• Custom Chip (ASIC) Market Experiencing a Resurgence in Activity
• Snapshot of High-Profile Custom ASIC Programs: AVGO and MRVL
• AI Custom Chip (ASIC) Beneficiaries: Broadcom and Marvell
• Broadcom's Powerful 3D SOIC ASIC Reference Platform / Marvell Custom HBM Designs
• Broadcom AI ASIC Customer SoftBank/Arm AI XPU
• Merchant Chip Design vs. ASIC Chip Design vs. COT Chip Design
• Near-Term Update on AVGO/MRVL ASIC Pipelines
• Disclosures

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