According to experts, cloud and artificial intelligence (AI) service providers, including Google, AWS, Microsoft, OpenAI, ByteDance or Apple, are accelerating the deployment of ASIC-based servers (specialized integrated circuits) to process AI data specifically for AI training and inference tasks.
The global output of ASIC AI computing servers from the top 10 manufacturers is expected to triple in 2027 compared to 2024.
Broadcom is expected to maintain its leading position as the leading AI computing server design partner ASIC with 60% market share by 2027, even as they face increasingly fierce competition from the Google and MediaTek alliances.
Marvell is facing some difficulties in winning design contracts, as the company's design service market share is estimated to fall to 8% by 2027, although shipment volume has doubled in the period from 2024 to 2027.
Google's TPU processor will still be the backbone of the number of ASIC AI server calculation chips shipped and deployed. This is strengthened by the enormous computing power needed for the increasing application and use of Gemini models and AI experiences from cloud to terminal devices.
The ASIC AI server computing chip market is developing from a centralized dual monopoly (with Google 64% and AWS 36% in 2024) to a strong production growth phase in 2027 with the participation of Meta (MTIA) and Microsoft (Maia) as they expanded their internal chip production scale.
TSMC is still the leading choice in chip production for chip factories in the early stages and most final design contracts, with a market share of nearly 99% in the production of wafer panels for ASIC AI computing server shipments of 10 leading manufacturers.
According to expert Neil Shah of Counterpoint Research, they estimate that the amount of ASIC chips for AI servers for global data centers will exceed the 15 million mark by 2028, exceeding the amount of GPU chips for data centers. The top 10 largest AI service providers will deploy a total of more than 40 million chips in the period 2024-2028.
In which, Microsoft's Maia product is becoming an ASIC computing chip, AI server, key data center, Marvell will aim to diversify its supply. Marvell's market share is estimated to decrease to 8% by 2027 as competition increases, but we still forecast that shipment volume will double from 2024 to 2027.
