Counterpoint: Nvidia Faces Tough Competition as Broadcom and TSMC Emerge as Big Winners in Custom Chips

格隆汇2026/02/04 03:52

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Glonghui, February 4th｜As the artificial intelligence boom continues, Nvidia is likely to lose its current dominant position, as more and more large data center operators are purchasing custom chips (ASICs) to reduce costs, which will cause Nvidia's general-purpose chips to "fall from the clouds." Research firm Counterpoint pointed out in a report that Broadcom is expected to maintain its leading position as the top AI server computing ASIC design partner in 2027, with its market share further expanding to 60%. At the same time, TSMC, which has a close partnership with Broadcom, will also rapidly expand. As the main foundry choice for custom chips, the company has almost completely secured wafer manufacturing orders from the world's top ten data centers and ASIC customers, with a market share close to 99%. Counterpoint predicts that after the stage where Nvidia's general-purpose GPUs dominate, the second phase of the AI chip boom will become a fierce competition between ASICs and GPUs, and Broadcom and TSMC are expected to become the biggest winners.

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Goldman Sachs Portfolio Strategy Research Department pointed out that as the artificial intelligence investment boom peaks, global stock market earnings growth is expected to decline by more than half in 2027. However, recent valuation declines have created attractive entry points for long-duration technology growth stocks.

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