AI ASIC Outlook: Broadcom CoWoS Demand Revised Upward, Driven by Google TPU Scale
Overview:
This report outlines our upgraded 2026 demand forecast for Broadcom’s AI ASIC business, specifically revising the Google TPU CoWoS wafer projection. In addition to this primary outlook, we provide a detailed assessment of the secondary pipeline, analyzing the development roadmaps and supply chain allocations for Meta, OpenAI, and Apple.
Table of Contents:
- Broadcom CoWos Demand revised upward
- Secondary pipeline: Meta, OpenAI, Apple Outlook
Published Date: Dec, 2025
Category
Industry
Semiconductors
Service
Premium
Report Type
Report
Time Period
Other
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Author
David Wu
David Wu is a Research Associate at Counterpoint Research in Taiwan, dedicated to foundry and semiconductor research, providing insights into market trends and key industry developments. Prior to joining Counterpoint Research, he gained experience in Deal Advisory, Private Equity, and TMT Corporate Banking, where he built a solid foundation in industry research and financial analysis. David Wu holds a double bachelor’s degree in Accounting and International Business from National Chengchi University.