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Counterpoint: Broadcom and TSMC May Emerge as Major Winners in Custom Chips
1 day ago /
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Author：小编
Counterpoint predicts that Broadcom's market share in custom chips (ASICs) will increase to 60% next year, securing nearly 99% of wafer fabrication orders from the world's top ten large data centers and ASIC customers. The firm also states that after NVIDIA's general-purpose GPUs dominate the market, the AI chip boom will enter a second phase of fierce competition between ASICs and GPUs, with Broadcom and TSMC potentially emerging as the biggest beneficiaries.
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