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MediaTek reportedly secures major orders for two Generations of Google TPUs
MediaTek has reportedly secured significant orders from Google for two generations of Tensor Processing Units (TPUs), the TPU v7e and TPU v8e, as demand increases. The TPU v7e is set for risk production by next quarter, while TSMC plans to boost its packaging capacity for these projects more than sevenfold by 2027.
Key points
- Google's demand for TPUs is rising, prompting an expansion of their partnership with MediaTek.
- MediaTek is co-developing the TPU v7e, with production expected to begin by the end of next quarter.
- Order volumes for the TPU v7e are expected to increase significantly compared to initial plans.
- MediaTek is also in line for follow-on orders for the TPU v8e.
- TSMC is increasing its advanced packaging capacity for MediaTek's Google projects sevenfold by 2027.
- Both MediaTek and TSMC have not provided detailed comments on the collaboration.
Why it matters
- The partnership highlights the ongoing trend in the tech industry towards AI and machine learning acceleration, with TPUs being more vital.
- MediaTek's collaboration reflects the growing competition in semiconductor manufacturing and partnerships, reminiscent of past alliances in the tech sector.
- By 2025, companies are expected to shift towards more advanced AI hardware solutions as part of third wave AI trends.
The collaboration between MediaTek and Google on TPUs underscores a significant trend towards increasing demand for advanced AI infrastructure, with implications for the semiconductor industry and future technology developments.