#What is Google’s Enhanced TPU v9 Variant?
Google is advancing its TPU technology with a powerful new version called Triggerfish. This upgraded tensor processing unit is set to dramatically enhance performance compared to the existing Humufish TPU v9, integrating key features that support advanced artificial intelligence tasks. Among these features are a significant increase in SRAM capacity, which allows for faster access to data, and the integration of HBM4E memory, essential for handling complex AI computations. Additionally, a new simulation die will aid in optimizing AI agent inference and reinforcement learning.
#How Will the SRAM Increase Affect Performance?
The increase in SRAM capacity, by two to three times, plays a pivotal role in the TPU’s performance. SRAM acts as the chip’s short-term memory, facilitating immediate calculations without relying on slower memory pools. This enhancement leads to quicker inference speeds and less slowdown in processing, enabling the handling of larger and more intricate AI models efficiently.
#What is MediaTek's Role in This Initiative?
On June 22, 2026, it was confirmed that MediaTek secured an exclusive contract to collaborate with Google on this project at a premium price. MediaTek's involvement is a strategic shift as it moves from a supporting position to a crucial component in Google’s AI infrastructure. The 30% price increase for the Triggerfish compared to the basic Humufish design reflects the added value and complexity of this advanced technology.
#What Are the Production Timelines?
Production for the Triggerfish is expected to commence in late 2027, with gradual volume increases projected throughout 2028. Google anticipates another 1-2 million shipments of the Triggerfish units, supplementing the initial forecast of 4-5 million units for the standard TPU v9.
#How Is Google Managing Its TPU Supply Chain?
Google is diversifying its TPU supply chain by collaborating with four major suppliers: Broadcom, MediaTek, Marvell, and Intel. Each partner plays a specialized role in either training or inference tasks, utilizing the state-of-the-art TSMC manufacturing processes. With MediaTek already enhancing the TPU v8 models, this partnership signifies a deepened reliance on the Taiwanese firm as an integral player in the supply chain.
#What Are the Implications for MediaTek and Investors?
For investors, the deal signifies a fundamental shift in MediaTek’s prospects. The higher margins associated with the Triggerfish contract could transform its revenue generation and market positioning. Projecting that MediaTek will represent around 25% of all AI ASIC server compute shipments by 2028 could alter the company’s growth narrative. On the other hand, while Broadcom remains influential in custom AI silicon markets, the introduction of multiple suppliers may dilute its dominance, introducing new dynamics in investor strategy and speculation.