TrendForce January-2026 forecast: ASIC-based systems represent 27.8% of 2026 AI-server shipments
27.8% forecast for 2026forecast
| Value kind | forecast — Forecasts are time-bound outlooks, not specifications; test decisions across plausible scenarios. |
|---|---|
| Scope | Forecast of server-unit shipments, not an observed accelerator, revenue, energy or workload share; retain the historical forecast date. |
| As of | 2026-01 |
| Source | TrendForce — Final market paragraph: ASIC-based AI-server share expected to reach 27.8%. · Final market paragraph: ASIC-based AI-server share expected to reach 27.8% |
| Review | checking…review by 2026-12-31 · standard cadence |
| Recorded changes | last 2026-09-16 · 2 revisions tracked |
| Claim id | custom-asic-share-of-ai-server-shipments-in |
Where the guide uses it
- 7.4 Hyperscaler XPUs: TPU, Trainium/Inferentia, Maia, MTIA
- 7.5 Custom ASICs & the Merchant-Silicon Disruption
- 7.9 Software Ecosystems & Lock-In
← Full numbers register — every date-stamped figure in the guide, with revision history.