It’s no secret that Google, Amazon and Apple are heavily involved in the semiconductor industry. Apple itself is the biggest buyer of chips and estimated to buy 10% of chips sold worldwide. Google uses Intel’s CPUs in their server farms and represent alone 4% of Intel total sales.
Both Apple and Google have decided separately to establish in-house ASIC design and production activities by hiring ASIC development engineers as well as acquiring several fabless companies.
Can it be that we are on the verge of a new and exciting era, where the largest companies in the world have discovered that off-the-shelf ICs are not sufficient for a sustainable competitive advantage, and custom-made ASICs are required?