MediaTek

TrendForce: MediaTek’s Google TPU v9 Shipments May Slip to 1Q28 Google’s TPU v9 project, involving MediaTek, could see its tape-out delayed until January 2027 following design revisions, with shipments potentially pushed back to the first…

Keybanc: We believe Marvell is likely to win Maia 400 over Mediatek and Broadcom. Maia 300 is expected to be in MP in 1H27 with ~500K unit shipments next year, while Maia 400 is expected to ramp in 1H28. $MRVL $MSFT

J.P. Morgan: Recent investor discussion has been focused on delays in TPUv8t ramp, v9 tapeout and uncertainty on v10 allocation. Based on our checks, MediaTek's TPUv8t Zebrafish continues to ramp on schedule at TSMC, and remains on track…

Google Cloud's Thomas Kurian puts AI server payback under two years overall, and under one year for servers using in-house silicon such as TPUs, per DigiTimes. That gap, not benchmark wins, is what funds the next custom chip. Order…

Google's 2027 Humufish TPU is slated for Intel's EMIB-T with MediaTek, but market rumors say CoWoS is being weighed as a backup as substrate yields lag; Unimicron previously targeted 50%, per DigiTimes. Sources still expect EMIB-T. Second…

Google's Humufish TPU, mass production by end-2027, is set to use Intel's EMIB-T with ASIC partner MediaTek. Per DigiTimes, substrate yields lag and CoWoS is being weighed as a backup. The packaging decision is being made before the yield…

MediaTek launches new mobile chip using TSMC's most advanced technology MediaTek said the Dimensity 9600 Pro ​is its first mobile processor built using Taiwan Semiconductor Manufacturing Co's cutting-edge 2-nanometre process. ⁠It also…

UBS: Regarding AMD's engagement with Google, our view is it should be related to a custom CPU project and not directly related to the TPU v10 project MediaTek has been engaged with. $AMD $GOOGL

Following 6D-Torus, there have been some industry chatters around a full electrical switching ICI for Triggerfish, Google’s next generation TPUv9i manufactured by MediaTek. (1/7)🧵 https://t.co/OXNpDSqZUw

UBS: On Intel’s EMIB-T, industry feedback is positive regarding the yield improvement and overall execution, consistent with what we highlighted in July. We are constructive on EMIB-T’s supply supporting >2m substrate volume for MediaTek’s…

IDM vs. Fabless vs. Foundry : Who Creates OSAT Demand? 1. IDM ( Integrated Device Manufacturer) IDMs such as Intel, Texas Instruments and STMicroelectronics design and manufacture their own chips. Historically, they have also handled much…