NuAxiSemiconductor trade intelligence
[News] Amazon Weighs In-House Chip Sales as Unit Set to Exceed $20B Annually; Anthropic Explores Custom Silicon
What happened
Amazon's in-house chip unit is projected to exceed $20B in annual revenue and may sell chips externally, while Anthropic is exploring custom silicon. TrendForce forecasts ASIC-based AI servers will capture 27.8% of shipments in 2026, rising to 40% by 2030. Bearish: This signals a structural shift in demand away from merchant AI chips (e.g., NVIDIA) as major cloud and AI firms vertically integrate.
Impact and signal
Low impactImpact score: 25/100
Affected components and suppliers
AI AcceleratorAI Server
vertical-integrationdemand-shiftcloud
Source and time
Source: TrendForce · 4/9/2026 · View original source
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