Broadcom, Marvell and TSMC cash in as Big Tech builds custom AI chips

Hyperscalers are designing their own AI silicon, and the design partners and foundry behind those chips are collecting the gains The biggest names in tech have decided that buying AI chips off the shelf isn’t enough. Google , Meta , Amazon , Microsoft , OpenAI , Anthropic and Apple are pouring more money into custom silicon built around their own workloads. The winners so far aren’t necessarily the companies whose logos go on the chips. Broadcom , Marvell Technology and TSMC are the ones doing the design work and the manufacturing, and the numbers show it.

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