NASDAQ:ATRA News 12 January 2026

February 3, 2026, 1:48 PM EST. Broadcom is forecasted to capture a 60% market share in AI Server Compute ASICs by 2027, backed by a key partnership with Taiwan Semiconductor Manufacturing Company (TSMC), which controls nearly 99% of wafer fabrication for top AI chipmakers. This custom silicon trend shifts away from Nvidia's GPUs, as tech giants design specialized chips to lower AI model costs. Broadcom's stock has surged about 55% in a year, reflecting confidence in its role bridging corporate AI designs to production. Goldman Sachs highlights Google's TPU improvements through Broadcom, suggesting up to 70% cost reductions. Meanwhile, Marvell Technology faces challenges, with mixed analyst views but less immediate market traction. TSMC remains an indispensable foundry, reinforcing its near-monopoly in advanced chip manufacturing for AI.