estimated Broadcom and Marvell shares of the custom AI ASIC market (J.P. Morgan estimate for Broadcom; Marvell the second-largest supplier)
~55–60% / ~13–15%estimate
| Value kind | estimate — Interpret this value according to its displayed kind, scope, source, and as-of date. |
|---|---|
| Scope | Broader custom-AI-ASIC market denominator; Tom’s Hardware’s ~95% combined figure uses the narrower co-design-services denominator, so the two are not like-for-like. |
| As of | 2024-12 |
| Source | The Motley Fool, Better Artificial Intelligence (AI) Stock: Broadcom vs. Marvell Technology, 21 December 2024; reports J.P. Morgan’s estimate that Broadcom commands between 55% and 60% of the custom chip market and puts Marvell second with an estimated 13–15% share. · Broadcom ASIC-share paragraph; Marvell case paragraph |
| Review | checking…review by 2027-03-08 · standard cadence |
| Recorded changes | last 2026-09-16 |
| Claim id | p2b-7-5-broadcom-marvell-share |
Where the guide uses it
← Full numbers register — every date-stamped figure in the guide, with revision history.