- 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.
1 report, 1 independent
Updated Jul 6
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
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.
Who's involved
What this event is mainly aboutHow it developed
Newest first. Tap a step to see who reported it.- Nvidia invested $3.5 billion in MediaTek, and Alphabet is partnering on the TPU v8i design.Sub-event
- Broadcom supplies custom AI chips to Google, while MediaTek is eyed as a potential second design partner for Alphabet.Sub-event
Google partners with MediaTek on TPUv9; Broadcom's market share of Google's silicon is expected to decline.1 source
Keep exploring
The entities involved
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Google
American multinational technology company, a subsidiary of Alphabet Inc.
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MediaTek
Taiwanese semiconductor company
Nothing else this week.
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Broadcom
American semiconductor manufacturer
Related events
- 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.
- Broadcom designs TPUs for Google Cloud, while Anthropic relies on custom chips from Broadcom and leases the Colossus supercomputer from SpaceX.
- Marvell, Broadcom, and Google are expanding their partnership for custom AI chip development and infrastructure.
- Broadcom signed agreements to supply TPUs and AI networking to Google and OpenAI, benefiting from the robust AI data center build-out cycle.
- Broadcom is gaining market share by targeting custom infrastructure solutions for major AI giants like OpenAI and Google.