Zheng Quan Shi Bao Wang·2026-01-27 10:51Group 1 - The AI ASIC market is expected to experience rapid growth, with shipments projected to triple by 2027 compared to 2024, and potentially exceed 15 million units by 2028, surpassing GPUs [1] - The growth is driven by strong demand for Google's TPU infrastructure, the ongoing expansion of AWS Trainium clusters, and increased capacity from Meta and Microsoft as they expand their internal chip product lines [1] - Google is expected to maintain its market leadership in AI data center shipments until 2027, primarily due to the explosive growth of its Gemini ecosystem [1] Group 2 - Despite the expanding market and competition from companies like Broadcom, Marvell, and Alchip, Google's market share is projected to decline to 52% by 2027, but its TPU cluster will remain the industry benchmark due to the substantial computational power required for the next-generation Gemini models [1] - The AI server ASIC market is undergoing a structural transformation, shifting from a concentrated duopoly led by Google and AWS in 2024 to a more diversified ecosystem by 2027, with increased shipments from Meta and Microsoft [1] - TrendForce predicts that by 2026, the shipment share of ASIC AI servers will rise to 27.8%, the highest since 2023, driven by North American CSPs, government cloud projects, and accelerated ASIC development by major CSPs [2]