← Today's ranking
GeneralCA / Silicon Valley·Ranked Friday, May 22, 2026
The custom AI ASIC state of play (May 2026) — Broadcom deals, Google TPUs, Meta MTIA & beyond
“ASIC-based AI server shipments are projected to reach 27.8% of the market in 2026, the highest share since 2023, and custom ASIC shipments will grow…”
Related stories
- Samsung lands Broadcom AI chip deal worth more than $200 billion through 2030 · 2026-07-28
- TSMC’s Massive $265B Phoenix Expansion: Job Boom or Water Crisis? · 2026-07-26
- Exclusive: SK hynix in talks to buy Intel’s Ohio chip campus for U.S. memory production · 2026-07-23
- Hamadeh Praises $100 Billion TSMC Expansion In Arizona · 2026-07-22
- Broadcom Cut to Neutral at Seaport: Has the AI Chip Party Finally Gone Too Far? · 2026-04-09