Google TPUs are pushing themselves to be the dominant ASIC on the market, which is one of the reasons why both MediaTek and Broadcom are seeing massive orders.
Google's TPU Is the Hottest ASIC Out There, as Internal and External Orders Are Ramping Up
Google's TPUs have been widely discussed in recent weeks, particularly after the tech giant introduced its newest Ironwood generation, which is claimed to be an optimal option for inference workloads. With that, Google saw massive interest in its ASICs, not just for internal adoption, but also from external customers, which is why the firm is now interested in diversifying its supply chain, including MediaTek alongside Broadcom as its manufacturing partners. According to a new report by the Taiwan Economic Daily, Google has placed a two-times larger order than the initial order for its upcoming TPU v7e chips at MediaTek.
MediaTek is expected to benefit immensely from the increased orders coming in at Google, and one of the reasons why TPUs are now being developed by two different partners is that Google is seeing massive demand for its AI chips. By essentially distributing orders, Google can capitalize on CoWoS allocation from TSMC to MediaTek and Broadcom, allowing the firm to speed up its time-to-market figures. Given how close MediaTek is to the Taiwan chip giant, it is expected that the firm will receive its required CoWoS and process allocations for the next-gen TPU v7e.
One of the biggest adopters of Google's AI chips is Anthropic, which had previously agreed to secure TPU rack-scale infrastructure worth up to $10 billion, as confirmed by Broadcom's CEO, Hock Tan, during the recent earnings call. Similarly, we know that firms like Meta are also exploring TPU adoption, as the tech stack is paving its way to become a TCO-optimized option. Of course, it's debatable whether TPUs could pose a threat to NVIDIA's long-standing dominance, but based on what we are seeing, Google's custom silicon is dominating the ASIC segment.
About the author: Muhammad Zuhair is a hardware and technology reporter for Wccftech, specializing in the semiconductor industry and the complex interplay between technology, manufacturing, and geopolitics. His coverage focuses on the corporate strategies and technological roadmaps of industry giants like TSMC, NVIDIA, Samsung, and Intel. Zuhair's expertise lies in deconstructing complex topics such as fabrication nodes (e.g., 2nm process), the economic impact of policies like the CHIPS Act, and the strategic development of AI infrastructure from NVIDIA, AMD and Intel.
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