AI Chip, Memory, Storage and Packaging Competition Expands Beyond GPUs

Broadcom and Marvell custom silicon and networking, AMD accelerators, Alphabet TPUs, TSMC advanced nodes and packaging, and memory suppliers including Micron and SK Hynix continue strengthening alternatives and complements to NVIDIA. Recent Micron earnings and NVIDIA-versus-SK Hynix analysis reinforce strong AI-memory demand, but pricing durability, valuation, qualification, capacity additions and possible 2027–2029 oversupply remain unresolved.