Core Viewpoint - The report from Mizuho Securities provides an analysis of companies including Broadcom, NVIDIA, AMD, Supermicro, and Huawei, highlighting the expected growth and challenges in the AI ASIC and GPU markets. Group 1: Broadcom and NVIDIA - Mizuho expects Broadcom's custom ASIC chips (TPUv7p/MTIA2) to accelerate in deployment by 2026, potentially being used in OpenAI's Strawberry and Apple's Baltra projects in the second half of 2026 [1] - In 2024, Broadcom's custom ASIC chips are projected to account for 70%-80% of usage, establishing it as a leader in AI ASICs, excluding self-manufactured AI ASICs like Google's TPU [1] - The UMAIN project in Saudi Arabia plans to deploy 4,000 GB200 NVL72 servers, corresponding to 280,000 NVIDIA GPUs and 350,000 AMD GPUs over the next five years [1] - The G42 project in the UAE has committed to importing 500,000 NVIDIA GB200 GPUs annually, valued at $15 billion, although the sustainability of this figure is questioned [1] Group 2: Huawei - The report anticipates that Huawei's Ascend 910 orders will exceed 700,000 units by 2025, with the next-generation Ascend 920 expected to launch in 2026 [2] - However, the current yield rate for the Ascend 910 is low at only 30%, a figure corroborated by previous reports [2][3] - Other estimates suggest that the shipment volume for the Ascend 910 series could be over 700,000 units this year [5]