NuAxiSemiconductor trade intelligence

[News] CSPs Accelerate ASIC Push in 2H26, Challenging NVIDIA as MediaTek, GUC, Alchip Benefit

What happened

CSPs are accelerating ASIC adoption, with MediaTek, Alchip, and GUC expected to see significant revenue growth from Google and AWS projects like TPU v7e/v8e and Trainium 3. This shift challenges NVIDIA's market share, while 3nm capacity remains fully booked through year-end.

Impact and signal

High impactImpact score: 75/100

Affected components and suppliers

ASICAI Servers

MediaTekAlchipGUCNVIDIA Google AWS

TPU v7e TPU v8e Trainium 3

revenue-growthcapacity-constraintmarket-share-shift

Source and time

Source: TrendForce · 3/19/2026 · View original source

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[News] CSPs Accelerate ASIC Push in 2H26, Challenging NVIDIA as MediaTek, GUC, Alchip Benefit

What happened

Impact and signal

Affected components and suppliers

Source and time

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