Google is developing an upgraded tensor processing unit (TPU) v9, with MediaTek securing an exclusive partnership for its production. This new variant, codenamed Triggerfish, boasts double to triple the SRAM capacity, integrates HBM4E memory, and introduces a simulation die to optimize AI workloads.
Analyst Ming-Chi Kuo confirmed MediaTek's contract on June 22, 2026, at a 30% premium compared to the base model. Production begins in late 2027, aiming to ship 1-2 million units, surpassing the anticipated 4-5 million for the standard TPU v9.
Google now collaborates with four suppliers, including Broadcom, Marvell, and Intel, distributing roles in training and inference tasks. MediaTek's role expands from providing support in TPU v8 to becoming essential in Google's AI infrastructure, projected to account for 25% of AI ASIC server compute shipments by 2028.
For investors, the 30% price premium indicates robust profit margins for MediaTek, transforming its revenue model. The four-supplier strategy complicates Broadcom's standing but doesn’t diminish its significance in the AI semiconductor landscape.