- Google is collaborating with MediaTek and Samsung on chip design, while TSMC produces components for its AI processors, competing with Nvidia.
- Broadcom is developing next-gen AI accelerators for Google amid intense rivalry in the AI chip market.
- Google will co-design the next generation of its TPU chip (TPUv9) with MediaTek, while acknowledging that Broadcom's market share of Google's silicon will slide.
Broadcom supplies custom AI chips to Google, while MediaTek is eyed as a potential second design partner for Alphabet.
1 report, 1 independent
Updated Aug 4
AI-generated analysis. Brind wrote this summary from the reports listed below. It can be wrong. Each section says how much you can rely on it, and the sources are linked so you can check.
What happened
Broadcom supplies custom AI chips to Google, while MediaTek is eyed as a potential second design partner for Alphabet.
Who's involved
What this event is mainly aboutHow it developed
Newest first. Tap a step to see who reported it.- Broadcom, Google, and MediaTek are involved in competitive developments regarding custom AI chips, including long-term agreements and contention for the TPU design partner role.Sub-event
New articles detail the competitive landscape of custom AI chip design involving Broadcom, Google, and MediaTek.1 source
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The entities involved
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Broadcom
American semiconductor manufacturer
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Google
American multinational technology company, a subsidiary of Alphabet Inc.
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MediaTek
Taiwanese semiconductor company
- Ashoka WhiteOak Emerging Markets Trust plc announced its investment strategy across various emerging markets, noting MediaTek and Infineon's impact on fund performance.
- A company is leveraging TSMC's advanced 2nm process for flagship chips, securing investor funding including from Nvidia, while competing in the premium smartphone market.
Related events
- Alphabet is working with MediaTek to reduce Broadcom's share, while Broadcom is expected to be an important customer for OpenAI.
- Anthropic's AI infrastructure boom involves massive compute commitments from Amazon and Google Cloud, alongside Google and Broadcom co-designing TPUs.
- Broadcom secures multi-year AI compute agreements with Meta and OpenAI, while also assisting Google with advanced chip designs.
- OpenAI, SpaceX, and Oracle are engaging in multiple new financing and hardware procurement deals with firms like Broadcom, Nvidia, and Goldman Sachs.
- Marvell, Broadcom, and Google are expanding their partnership for custom AI chip development and infrastructure.