ASIC · Application-Specific Integrated Circuit
A chip hard-wired for one task; AI ASICs trade flexibility for efficiency versus general-purpose GPUs.
Current numbers
~9 monthstape-out time for OpenAI/Broadcom 'Jalapeño' inference ASIC; initial deployment targeted by end-2026
~27% forecast for 2026ASIC-based share of 2026 AI-server shipments (TrendForce forecast, April 2026 revision)
Broadcom ~60% / Marvell ~8% (2027 forecast)Broadcom / Marvell shares of 2027 AI-server compute ASIC design-partner shipments, Counterpoint forecast (January 2026)