CSPs shift to multi-vendor co-design for custom ASICs

Hyperscale cloud providers are broadening their custom ASIC partner networks, moving away from single-supplier deals toward multi-vendor integration. According to Digitimes, this boosts MediaTek and Broadcom ASIC revenue tied to Google TPUs, while TSMC's 3nm, 2nm and CoWoS capacity stays tight.

• CSPs are adding ASIC partners instead of relying on one supplier
• Google TPU investment reportedly pays back within one year
• MediaTek and Broadcom see rising ASIC revenue
• TSMC 3nm, 2nm and CoWoS capacity remains tight