Customized chips are ramping up production! Research estimates that AI ASIC shipments will triple by 2027.

2026/02/13

TechNews Report
January 27, 2026
Author: Lin Yu-rou

According to a survey by research firm Counterpoint Research, shipments of AI server computing ASICs from the world's top ten companies are projected to triple between 2024 and 2027. The AI server computing ASIC market is evolving from a highly concentrated duopoly structure in 2024 (Google 64%, AWS 36%) to a more diversified landscape. Furthermore, with Meta and Microsoft expanding their internal chip scale, significant shipment growth is expected by 2027.

In terms of AI server computing ASIC shipments and deployments, Google TPUs will continue to play a crucial role as the industry's "power foundation," primarily driven by the rapid growth in the adoption and use of Gemini models from the cloud to the edge, resulting in massive computing demand.

Neil Shah, Research Vice President at Counterpoint Research, stated that the growth in enterprise-wide AI server computing ASIC design is confirming the arrival of the "in-house customized XPU era." AI accelerators are being tailored for specific training or inference workloads, and the market structure is gradually diversifying from solely relying on general-purpose GPUs.

Counterpoint Research believes that even with increased competition from the Google-MediaTek alliance, Broadcom is expected to maintain its leading position as the AI server computing ASIC design partner with approximately 60% market share by 2027.

David Wu, Assistant Researcher at Counterpoint Research, believes that although Google's market share is expected to decline to 52% by 2027 as the overall serviceable market (TAM) expands and other cloud providers collaborate with design partners such as Broadcom, Marvell, and ASICs to adopt in-house silicon chips, its TPU fleet will remain the industry's unshakeable core of performance and a key indicator of growth.

Brady Wang, Associate Research Director at Counterpoint Research, pointed out that Broadcom has long been the preferred partner for AI server computing ASIC design, but will face increasing competitive pressure from the Google-MediaTek alliance in the future. This trend is particularly evident in the upcoming TPU v8 series.

Marvell faces some headwinds in terms of design wins. Although shipments are expected to double between 2024 and 2027, its market share in design services is projected to decline to 8% by 2027.

Gareth Owen, Associate Research Director at Counterpoint Research, stated that securing new design wins has become crucial for Marvell to mitigate growth risks and avoid a revenue gap after the existing Trainium series. It is worth noting that Marvell's end-to-end custom chip portfolio is becoming more complete due to its presence in HBM/SRAM custom memory, PIVR solutions, and its scale-up optical interconnects following the acquisition of Celestial AI.

Furthermore, Celestial AI not only has the potential to generate billions of dollars in new revenue for Marvell annually, but also the potential to help it achieve leadership in optical scale-up interconnect technology in the coming years. Counterpoint believes these innovations will be key to Marvell's future expansion of customized XPUs and XPU add-on applications, and will help increase its design market share.

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