AI ASICs Shipment Forecast, Dec 2025
Overview: This workbook provides the granular unit shipment forecasts from 2024 through 2027 supporting our latest research brief. The data highlights the shipment trajectory and a significant volume revision for 2026, primarily driven by the scaling of Google’s TPU infrastructure.
Table of contents:
• Summary
• AI Compute Server ASIC Shipments by Customer, Design Service, Wafer Source and Packaging/Node
Published Date: 18 December 2025
Category
Industry
Semiconductors
Service
HPC, Cloud AI
Report Type
Report
Time Period
Other
Receive our insightful weekly newsletter and stay ahead of the competition.
Author
Team Counterpoint
Counterpoint research is a young and fast growing research firm covering analysis of the tech industry. Coverage areas are connected devices, digital consumer goods, software & applications and other adjacent topics. We provide syndicated research report as well as tailored. Our seminars and workshops for companies and institutions are popular and available on demand. Consulting and customer