MediaTek Secures Google’s Triggerfish AI Chip Deal, Marvell Remains Market Leader
MRVL•Google has selected MediaTek as exclusive development partner for its upgraded TPU v9 AI chip, codenamed Triggerfish, featuring 2-3× larger SRAM and next-gen HBM4E memory. Despite MediaTek’s expanding ties, Broadcom and Marvell maintain dominance in the custom AI silicon market, facing growing competition.
1. Custom AI Silicon Landscape
Google’s development of the Triggerfish AI chip, leveraging 2-3× larger on-chip SRAM and HBM4E memory, underscores MediaTek’s elevated role in high-performance AI hardware partnerships. While Broadcom and Marvell currently lead the custom AI silicon market, MediaTek’s exclusive TPU v9 deal suggests intensifying competition, which could pressure Marvell’s pricing and share if new capabilities displace incumbent platforms.
