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GF Securities: The Market Undervalues the Prospects of MediaTek's Collaboration with Google; Orders for Broadcom and Qualcomm Could Be Impacted
12 hour ago /
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Author：小编
On July 1, GF Securities released a report stating that Google has chosen MediaTek to develop its ninth-generation Tensor Processor Unit, TPUv9 (codenamed Triggerfish), thereby replacing Broadcom and Qualcomm. As a result, Broadcom will no longer hold the exclusive supplier status for Google's TPU design orders. MediaTek secured this opportunity thanks to its advanced high-speed transmission interface technology. The TPUv9 is anticipated to commence mass production in 2027 and achieve significant scale by 2028, further cementing MediaTek's role in Google's TPU supply chain.
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