Global Custom SoC ASIC Market Report 2026 Published
Yahoo Finance ·
The worldwide market for custom system-on-chip application-specific integrated circuits is experiencing robust expansion driven by surging demand for artificial intelligence and next-generation connectivity. According to ResearchAndMarkets.com, the market grew from $24.24 billion in 2025 to $26.42 billion in 2026 at a compound annual growth rate of 9.0%. Looking ahead, the sector is projected to hit $37.62 billion by 2030, advancing at a 9.2% compound annual growth rate. Major industry players include NVIDIA, Qualcomm, Broadcom, and TSMC. Key growth drivers involve 5G network rollouts and AI-optimized semiconductor solutions. Citing Ofcom, the United Kingdom recorded over 18,500 5G deployments across roughly 81,000 sites by September 2023, up from 12,000 in 2022. Furthermore, design automation innovations, such as InCore Semiconductors launching its SoC Generator platform in June 2025, are helping decrease development time and engineering costs.
AI 시장 분석
The global custom SoC and ASIC market is projected to grow at a CAGR of 9.2% from $26.42 billion in 2026 to $37.62 billion in 2030. Expanding demand for AI and 5G, along with increased adoption of high-performance semiconductor solutions, is directly driving market growth. Investors should pay attention to the positive impact of custom chip design automation and semiconductor infrastructure investment on the profitability of related companies.
상승 영향
- Semiconductors — The custom SoC and ASIC market will grow to $37.62 billion by 2030, and AI and 5G demand will directly connect to expanded sales for semiconductor companies.
- AI — Demand for AI-optimized ASIC solutions is increasing, and profitability of related companies is improving through reduced development costs via design automation.
DYAX 전담 분석
Demand linked to AI and 5G, alongside the introduction of design automation platforms, acts as a factor reducing development costs and improving profitability for related semiconductor companies. This is analyzed to make a direct contribution to the earnings growth of companies such as NVIDIA, Qualcomm, Broadcom, and TSMC.
The bullish scenario involves margin expansion for related companies due to a surge in demand for AI-optimized ASIC chips, while the bearish scenario is the contraction of IT hardware investment caused by a global economic slowdown. Key monitoring indicators are the scale of 5G infrastructure investment and the growth trend of custom chip shipments.
AI가 생성한 분석으로 투자 자문이 아닙니다.
DYAX Investor Sentiment
Bullish (Long) 67% · Bearish (Short) 33%
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