Ge Long Hui A P P·2026-02-04 04:04Core Viewpoint - The ongoing AI boom may lead to Nvidia losing its current dominance as large data center operators shift towards custom chips (ASICs) to reduce costs [1] Group 1: Market Dynamics - Counterpoint's report indicates that Broadcom is expected to maintain its position as the top AI server computing ASIC design partner, with its market share projected to expand to 60% by 2027 [1] - TSMC, closely partnered with Broadcom, is anticipated to rapidly grow, capturing nearly 99% of the wafer manufacturing orders from the top ten global data centers and ASIC customers [1] Group 2: Competitive Landscape - The second phase of the AI chip boom is expected to see intense competition between ASICs and GPUs following Nvidia's dominance in the GPU market [1] - Broadcom and TSMC are positioned to emerge as the biggest winners in this evolving competitive landscape [1]