Counterpoint forecast of AI-server compute ASIC shipment share by design partner, 2027
Broadcom ~60% / Marvell ~8% (2027 forecast)forecast
| Value kind | forecast — Forecasts are time-bound outlooks, not specifications; test decisions across plausible scenarios. |
|---|---|
| Scope | Share of AI-server compute ASIC shipments by design partner, forecast for 2027. A shipment-based forecast, not revenue and not an observed share. |
| As of | 2026-01 |
| Source | Counterpoint Research, AI Server Compute ASIC Shipments to Triple by 2027 (January 2026): Broadcom about 60% of 2027 AI-server compute ASIC shipments; Marvell about 8%, its volume doubling. · Design-partner share forecast for 2027 |
| Review | checking…review by 2027-03-08 · standard cadence |
| Recorded changes | last 2026-10-15 · 2 revisions tracked |
| Claim id | p2b-7-5-broadcom-marvell-share |
Where the guide uses it
← Full numbers register — every date-stamped figure in the guide, with revision history.