By tradingkey.com
Publication Date: 2026-10-04 17:00:00
TradingKey – As AI computing power demand expands from model training to inference and AI agent applications, major cloud service providers are accelerating the deployment of custom AI chips such as ASICs, driving demand growth across chip design, advanced process nodes, and packaging and testing.
In the industry chain, Broadcom (AVGO) and Marvell (MRVL) participate in custom ASICs and related chip platforms, respectively; TSMC (TSM) provides advanced-process wafer foundry services and advanced packaging; while Amkor (AMKR) focuses on OSAT and advanced packaging and testing. So, for investors, besides primary supplier Broadcom, which among Marvell Technology, TSMC, and Amkor is more worthy of attention?
What Is a Custom AI Chip?
AI custom chips are application-specific integrated circuits (ASICs) developed for specific customers, models, or computing tasks, which can optimize performance, energy efficiency, and cost per unit of compute based on specific workloads.
In August 2026,…
