Google may have to wait to ramp up TPU output, as TSMC’s CoWoS advanced packaging won’t substantially increase until 2027, media report, adding Google’s TPU chip output will double at that point. TSMC CoWoS is the key bottleneck for Google TPUs now, and the reason forecasts of 4 million units next year are wrong. Morgan Stanley estimates Google TPU production could hit 5 million in 2027. $Alphabet(GOOGL.US) $Taiwan Semiconductor(TSM.US) #Semiconductors
Source: Dan Nystedt
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