Custom Silicon Designers companies

As of 2026-10-04, wafergraph tracks 18 Custom Silicon Designers companies across 4 countries; Broadcom, OpenAI hold monopoly or leader positions. The largest by market cap is Apple at $4.87T, and the 16 priced companies total $21.25T.

Data as of 2026-10-04 · market caps from the daily wafergraph pipeline; unpriced companies are listed but not summed

18 companies in the Custom Silicon Designers part of the semiconductor & AI value chain.

Companies

  • Broadcom — Networking silicon leader and main designer of hyperscaler custom AI chips. leader · NASDAQ:AVGO · $63.9B rev · United States
  • OpenAI — Leading AI lab (ChatGPT); designing custom inference silicon with Broadcom. leader · United States
  • Apple — Designs A/M-series SoCs and modems for its own devices; TSMC's largest customer. major · NASDAQ:AAPL · $416.2B rev · United States
  • Alphabet (Google) — Designs TPU AI accelerators and Tensor phone SoCs for internal use. major · NASDAQ:GOOGL · $402.8B rev · United States
  • Amazon (Annapurna Labs) — Designs Graviton CPUs and Trainium AI chips for AWS via Annapurna Labs. major · NASDAQ:AMZN · $716.9B rev · United States
  • Alibaba Group — Chinese cloud leader; T-Head designs Yitian CPUs and Hanguang AI chips. major · NYSE:BABA · $148.4B rev · China
  • Marvell Technology — Data infrastructure silicon: custom AI compute, optical DSPs, storage. major · NASDAQ:MRVL · $8.2B rev · United States
  • Global Unichip (GUC) — TSMC-affiliated ASIC design services company for advanced nodes. major · TWSE:3443 · $1.1B rev · Taiwan
  • Baidu — Chinese AI and cloud leader; designs Kunlun AI accelerators. major · NASDAQ:BIDU · $18.5B rev · China
  • ZTE — Chinese telecom-equipment maker; designs chips via its Sanechips unit. major · SZSE:000063 · $20.0B rev · China
  • Alchip Technologies — ASIC design services leader for AI and HPC chips on TSMC processes. major · TWSE:3661 · $975M rev · Taiwan
  • Socionext — Japanese custom SoC design house for auto and data center customers. major · TSE:6526 · $1.3B rev · Japan
  • Faraday Technology — Taiwanese ASIC design-service and silicon IP provider. major · TWSE:3035 · $567M rev · Taiwan
  • Huawei — Chinese networking and cloud giant; Ascend AI accelerators via HiSilicon. major · China
  • Microsoft — Designs Maia AI accelerators and Cobalt server CPUs for Azure. niche · NASDAQ:MSFT · $331.8B rev · United States
  • Meta Platforms — Designs MTIA inference accelerators for its own data centers. niche · NASDAQ:META · $201.0B rev · United States
  • Tesla — Designs FSD and AI training chips for its vehicles and data centers. niche · NASDAQ:TSLA · $94.8B rev · United States
  • MegaChips — Japanese ASIC and system-LSI designer. niche · TSE:6875 · $230M rev · Japan

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Cite as: wafergraph, “Custom Silicon Designers companies — list, suppliers & market position”, https://wafergraph.com/segment/design_fabless/custom_silicon/ (data as of 2026-10-04).

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