GF Securities: The market underestimates the potential of MediaTek's collaboration with Google; Broadcom and Qualcomm orders may be affected.

According to Mars Finance, the supply chain landscape for Google's next-generation AI chip, TPUv9 (codenamed "Triggerfish"), is undergoing a profound transformation. A recent report from GF Securities indicates that Google has chosen MediaTek, rather than Broadcom or Qualcomm, to build its ninth-generation Tensor Processor (TPU), marking a significant shift in Google's custom chip strategy. Previously, Broadcom had confirmed in its early June earnings call that Google was seeking to bring in other chip suppliers, meaning Broadcom would lose its exclusive supply position for Google's TPU-related design orders. (Cailian Press)