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Broadcom is 'best-in-class' in ASIC market, but Marvell, Qualcomm catching up: Evercore

Broadcom is 'best-in-class' in ASIC market, but Marvell, Qualcomm catching up: Evercore

vm_adminFebruary 23, 2026

By Chris Ciaccia
Publication Date: 2026-02-23 18:00:00

Evercore’s AI-ASIC outlook: Broadcom leads custom chips, but Marvell, Arm and Qualcomm gain with AWS, Microsoft and hyperscalers.

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Broadcom

Tagged 039bestinclass039, ASIC, Broadcom, Catching, Evercore, Market, Marvell, Qualcomm

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