GF Securities: Google's (GOOG.US) TPU v9 progress slightly delayed, Marvell Technology's (MRVL.US) ASIC supply chain position remains stable
智通财经2026/10/13 13:47Show original
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According to Smart Finance APP, GF Securities stated that Google’s (GOOG.US, GOOGL.US) TPU v9 chip is facing a slight delay due to yield issues with the Embedded Multi-die Interconnect Bridge (EMIB) substrate. This may have a short-term negative impact on MediaTek, while in the medium to long term, Marvell Technology (MRVL.US) remains in a favorable position within Google’s ASIC supply chain.
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