On June 22, Ming-Chi Kuo, a seasoned analyst at TF International Securities, disclosed that Google is set to forge deeper collaborative ties with MediaTek in the realm of TPU v9 chip technology. The partnership aims to craft an advanced iteration, internally codenamed "Triggerfish," with a keen focus on empowering AI agents, enhancing reinforcement learning capabilities, and boosting overall computational prowess. Notably, the chip's SRAM capacity has been substantially expanded, now boasting 2-3 times the storage of its predecessor, Humufish. This upgrade is complemented by the integration of a simulation die and a transition to cutting-edge HBM4E memory technology.

Google envisions sustaining the cumulative lifecycle shipment volume of Humufish at 4-5 million units, while simultaneously introducing an additional 1-2 million units of Triggerfish into the market. Production is slated to kick off by the close of 2027, with a phased ramp-up anticipated throughout 2028. In terms of pricing, Triggerfish commands a premium, with its unit price hovering around 30% higher than that of Humufish. This strategic move positions Triggerfish as a pivotal catalyst for MediaTek's performance growth in the year 2028.