AVGO · News · 20260920N

Custom AI Chip Competition

Broadcom Inc. · 2026-09-20 · Importance 23 · Surprise 24

Broadcom’s custom AI accelerators and networking silicon are supported by co-design relationships with six frontier-model developers. The report says Google is diversifying its suppliers, increasing competition for Broadcom’s future TPU design work. This dynamic could pressure Broadcom’s share of Google’s TPU-related opportunities, although no quantified financial impact was provided.

Key facts

• Rising custom-chip competition could pressure Broadcom Inc.'s share of future TPU design work. source