Sub-category 8.3
ASIC Design Partners (the “Broadcom layer”)
The fabless design houses that co-design ASICs with hyperscalers. The fastest-growing slice of merchant semis.
Players
Players: Broadcom (Google TPU, Meta MTIA, OpenAI) AVGO, Marvell (AWS Trainium, Inferentia, Microsoft) MRVL, Alchip 3661.TW, Global Unichip (GUC) 3443.TW, MediaTek 2454.TW, Socionext 6526.T
Analysis coming soon — this page is scaffolding for deeper research into asic design partners (the “broadcom layer”).