Rumor: Google has doubled orders for TPUv7e made with ASIC partner MediaTek to 20,000 wafers next year, from 10,000 previously, media report, citing unnamed supply chain sources, adding TSMC’s dedicated CoWoS capacity for MediaTek’s Google orders is expected to rise 7-fold in 2027 for the next-gen TPUv8e. 1/2 $Alphabet(GOOGL.US) $Taiwan Semiconductor(TSM.US) $Broadcom(AVGO.US) #mediatek #Semiconductors
Source: Dan Nystedt
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