India, April 13 -- Continued investment in AI infrastructure by major CSPs, including purchases of GPUs, and deployment of in-house ASICs, has driven strong growth among AI-related chip designers, according to TrendForce's latest findings.

In 2025, the total revenue of the top 10 fabless IC design houses exceeded US$359.4 billion, up 44% YoY. NVIDIA maintained its leading position, while Broadcom moved up to second place due to increased involvement in AI, overtaking Qualcomm, which continues to depend more heavily on consumer electronics.

Industry leader NVIDIA delivered another year of record revenue, supported by its strong AI chip portfolio and computing ecosystem. The company's fourth quarter revenue from data centers accounted fo...