Broadcom and Marvell land major AI accelerator orders, TSMC remains key manufacturer

Broadcom and Marvell land major AI accelerator orders, TSMC remains key manufacturer

Nvidia currently holds over 90% of the GPU market. However, as Google and AWS continue to invest in self-developed AI accelerators and expand their applications, Nvidia's market share is expected to face downward pressure after 2026, potentially falling to 70%. Regardless of which company designs the chips or how American firms compete, the chip foundry business is expected to remain with TSMC.