Google’s TPU chips lead production in the global supply chain against all other ASICs (NOT Nvidia, AMD) and will lead through 2027, though TPUs face serious bottlenecks in CoWoS advanced packaging and memory chips, media report, noting Google and Nvidia are seen as the 2 biggest memory chip hoarders and there have been rumors Google might use Intel EMIB packaging. $Alphabet(GOOGL.US) $NVIDIA(NVDA.US) $Broadcom(AVGO.US) $Marvell Tech(MRVL.US) $Intel(INTC.US) #Semiconductors
Source: Dan Nystedt
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