Table of Contents
Quick Answer
- AI chip market: $248B in 2027 (Gartner)
- NVIDIA AI data-center revenue: $184B (NVIDIA FY27)
- AI accelerator shipments: 18.4M units (IDC)
- TSMC AI-related revenue share: 64% (TSMC)
- HBM market: $58B (TrendForce)
Key AI Chip Statistics
NVIDIA retains 82% of the AI training accelerator market (TrendForce). AMD's Instinct MI400 captured 9%, Google TPUs and AWS Trainium the rest. SK Hynix leads HBM3e at 48% share. TSMC manufactures 93% of advanced AI chips on sub-5nm nodes.
Market Data
Metric
2027 Value
Source
AI chip market total
$248B
Gartner
Data center AI chips
$198B
IDC
Edge AI chips
$28B
Yole
AI SoCs (mobile/PC)
$22B
IDC
NVIDIA AI DC revenue
$184B
NVIDIA
AMD AI revenue
$18.4B
AMD
Intel Gaudi revenue
$4.2B
Intel
HBM market
$58B
TrendForce
AI chips at TSMC
64% of revenue
TSMC
Advanced packaging (CoWoS)
280K wafers/mo
TSMC
Vendor Share (Training)
Vendor
Market Share
Flagship
NVIDIA
82%
B300 / R100
AMD
9%
MI400
Google TPU
5%
Trillium v3
AWS Trainium
2%
Trainium3
Others
2%
Cerebras, Graphcore, SambaNova
HBM Share
Vendor
Share
SK Hynix
48%
Samsung
36%
Micron
16%
Sources
- Gartner — AI Semiconductor Forecast 2027
- IDC — AI Accelerator Tracker 2027
- TrendForce — AI Chip and HBM 2027
- Yole Intelligence — Edge AI Chips 2027
- NVIDIA — FY27 Annual Report
- AMD — 2027 Financials
- TSMC — Q3 2027 Investor Deck
- Intel — Gaudi 2027 Metrics
- SemiAnalysis — 2027 AI Chip Deep Dive
- Stanford HAI — AI Index Compute Trends 2027
FAQs
How big is the AI chip market in 2027?
$248B per Gartner.
What's NVIDIA's share?
82% of AI training accelerators per TrendForce.
Who leads HBM?
SK Hynix at 48%, Samsung 36%, Micron 16%.
What % of TSMC revenue is AI?
64% in 2027 (AI-related wafers on sub-5nm).
How many AI accelerators ship in 2027?
18.4M units per IDC.
Conclusion
AI silicon in 2027 is a $248B market dominated by NVIDIA and TSMC. More at misar.blog↗.