GUC, the largest turnkey Bitcoin ASIC design partner, has become the leading CPU design partner for AI-driven processors, collaborating with major companies like Google and Microsoft. This development coincides with Morgan Stanley’s upgraded estimates for Google CPU shipments in 2026, now projected at 1.5 million units—double HSBC’s earlier forecast—reflecting a competitive shift away from traditional x86 architectures. Following this surge in expectations, GUC’s stock rose by 10% to reach an all-time high, driven by increasing AI agent adoption, with projected AI CPU shipments expected to rise significantly as GUC’s technology gains traction in the market.

GUC: GUC, or Global Unichip Corporation (TWSE:3443), is a leading turnkey ASIC design partner specializing in custom chips for AI, high-performance computing, and advanced packaging. It has transitioned from Bitcoin mining ASICs to becoming the largest CPU design partner for AI-driven processors used by major tech firms. In this news, GUC receives major analyst upgrades due to surging demand from Google shifting to GUC-designed Arm CPUs in TPU racks and potential partnerships like Tesla’s next-gen AI chip.
Google: Google develops custom AI hardware including Tensor Processing Units (TPUs) that prioritize ASIC-based servers over GPUs for its AI infrastructure. It is accelerating the shift to Arm-based CPUs designed by partners like GUC for TPU racks amid rising AI agent adoption. The news highlights doubled shipment estimates for Google’s CPUs, reflecting faster-than-expected transition from legacy x86 architecture.
Microsoft: Microsoft designs and deploys custom AI CPUs to power its Azure cloud AI workloads alongside partnerships with chipmakers. It contributes to the growing ecosystem of AI-demand driven CPUs supplied by design partners like GUC. GUC’s role as Microsoft’s largest CPU design partner underscores its expansion into hyperscaler AI infrastructure.
Matthew Sigel: Matthew Sigel is an analyst and commentator focused on cryptocurrency, blockchain, and emerging tech trends, often sharing insights via social media. He provides detailed commentary in the quoted section of the news on GUC’s EPS upgrade and AI exposure growth tied to Google and Tesla.

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{
“AI Chip Shift”: “CSPs like Google are accelerating ASIC development for AI servers, with TPUs projected to dominate Google’s shipments and challenge GPU reliance.”,
“ASIC Momentum”: “ASIC-based AI servers are gaining share in hyperscaler deployments, benefiting design firms like GUC in advanced AI and HPC engagements.”
}
`