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AI Chip Race Continues as CSPs Actively Involve in Development of AI ASICs

Last Modified

2025-04-29

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Aperiodically

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PDF

TrendForce reports explosive AI computing demand drives CSPs to accelerate in-house ASIC development for cost control and competitiveness. Global AI server shipments are projected ~25% YoY growth in 2025. US CSPs are taking the lead in AI ASIC development: Google (TPU leader), AWS (fastest growth at 104% YoY), Meta (MTIA), and Microsoft (Maia) are actively advancing next-gen chips. Concurrently, US restrictions have prompted major local Chinese CSPs (e.g. BBAT) to accelerate their R&D on in-house AI ASICs in order to lower dependency on US chips. In-house developed ASICs are now a key CSP strategy focus.

＜Total Pages：7＞

Sector: Semiconductors

Tag: ASIC AI Chip AI Accelerator Google TPU MTIA AWS Trainium Microsoft Maia Competitive Landscape CSP Domestic Substitution Geopolitical Risk Market Share Shipments Supply Chain AI Computing

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Selected Topics-TF-0062_AI Chip Race Continues as CSPs Actively Involve in Development of AI ASICs

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