郭明錤：联发科获谷歌TPU v9升级版独家订单
2026-06-22 06:45:01
据界面报道，6月22日，天风国际证券分析师郭明錤称，谷歌将在TPU v9/Humufish基础上开发代号可能为Triggerfish的升级版v9芯片，联发科将独家取得该单价更高的新增订单。在Humufish生命周期出货预估维持400万-500万颗不变下，谷歌将额外追加100万-200万颗Triggerfish订单，预计2027年底开始生产、2028年放量；Triggerfish单价较Humufish高约30%。
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