Google Considers MediaTek for 2028 TPU Design After Broadcom Delays
GOOG•Google may shift Tensor Processing Unit design work to MediaTek for its v9 'Triggerfish' AI chip in 2028 after delays integrating Broadcom’s 448G SERDES, Wedbush analyst Matt Bryson warned. The potential supplier switch could affect Google’s AI infrastructure cost structure and performance metrics ahead of its 2028 deployment.
1. 2028 TPU Design Shift
Google’s in-house Tensor Processing Unit work for its upcoming v9 'Triggerfish' chip is slated to move to MediaTek in 2028 after integration delays with Broadcom’s planned 448G SERDES technology disrupted the original timeline.
2. Impact on AI Infrastructure
The potential supplier change could reshape Google’s AI infrastructure by altering cost structure and performance benchmarks, as TPU design and manufacturing quality directly influence data center efficiency and large-scale AI deployment strategies.
3. Analyst Warning and Market Response
Wedbush analyst Matt Bryson cautioned that the shift may undermine Broadcom’s custom ASIC market leadership while accelerating MediaTek’s revenue ramp, prompting investors to reassess Google’s chip partner risk and long-term AI supply chain stability.
