s/pmarcaAI HARDWARE•1d
1
votes
68
seen
MediaTek forecast to retain 100% of Google TPU v9 EMIB-T share
Share Forecast
MediaTek is forecast to keep all of Google’s TPU v9 EMIB-T share across both training and inference. That covers the Humufish and Triggerfish designs, reversing concerns that substrate limits or a TSMC backup source could cut into its position.
The forecast also sees no TSMC second source or competing 2nm project during the relevant period. EMIB-T substrate yields and supply tracking are around 50%, with small-volume deliveries expected by mid-2027 and mass production scheduled for the fourth quarter of 2027.
MediaTek is forecast to keep all of Google’s TPU v9 EMIB-T share across both training and inference. That covers the Humufish and Triggerfish designs, reversing concerns that substrate limits or a TSMC backup source could cut into its position.
The forecast also sees no TSMC second source or competing 2nm project during the relevant period. EMIB-T substrate yields and supply tracking are around 50%, with small-volume deliveries expected by mid-2027 and mass production scheduled for the fourth quarter of 2027.
Timeline3
1d
An analyst forecast MediaTek retaining 100% EMIB-T share in the next-generation TPU v9 program.
now
Small-volume EMIB substrate deliveries are expected to begin around mid-2027.
now
EMIB substrate production is expected to reach mass volume.
0 comments
1d