ASIC chip revenue may double in 2027, then double again in 2028 for custom chip designers like Broadcom, MediaTek, Alchip, Global Unichip, media report, as demand from several major Cloud firms, including Google and Amazon, continues to rise and TSMC’s capacity shortage continues to ease. The Google TPU is expected to contribute a far higher amount to Broadcom and MediaTek in 2027-2028 vs now, with shipments of MediaTek’s 2nm TPU project in 2028 seen up nearly twofold – so long as it can get TSMC capacity/Intel EMIB. Alchip’s chairman described TSMC’s 3nm capacity shortage as worse than the memory shortage. After 2027, the capacity bottleneck is seen easing. $Taiwan Semiconductor(TSM.US) $Intel(INTC.US) $Broadcom(AVGO.US) $Alphabet(GOOGL.US) $Amazon(AMZN.US) #MediaTek #Alchip #GlobalUnichip #GUC #semiconductors

Source: Dan Nystedt