· Event impact
Goldman Sachs: ASIC Demand to Match GPU by 2027
Transmission path
Increased demand for custom AI chips shifts market share and revenue streams within the semiconductor industry, impacting GPU manufacturers and benefiting ASIC specialists.
Market mechanism
Increased demand for custom AI chips shifts market share and revenue streams within the semiconductor industry, impacting GPU manufacturers and benefiting ASIC specialists.
Extended read
Goldman Sachs projects that the demand for custom-built AI chips, known as ASICs, will equal that of GPUs by 2027. This forecast is supported by Bloomberg Intelligence, which anticipates a 27% annual growth rate for ASICs through 2033. Broadcom is identified as a key beneficiary, expected to maintain a significant 60% market share in this emerging segment. Marvell Technology is also highlighted as a dominant player. This trend suggests a potential diversification in AI chip spending beyond general-purpose GPUs, impacting the competitive landscape and revenue distribution among semiconductor companies.
Exposed assets
AVGO · MRVL · NVDA
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