Analyst Ming-Chi Kuo: Google to Add 1M-2M MediaTek Orders for Triggerfish TPU v9 Upgrade
2026-06-22 06:44:51
TF International Securities analyst Ming-Chi Kuo said his latest supply-chain survey indicates Google is developing an upgraded TPU v9 chip, possibly codenamed “Triggerfish,” based on its TPU v9/Humufish platform, with MediaTek securing the exclusive, higher-priced incremental orders, according to 36Kr. Kuo kept his Humufish lifecycle shipment estimate unchanged at 4 million to 5 million units, and said Google is adding an extra 1 million to 2 million Triggerfish orders. He expects Triggerfish to start production by the end of 2027 and ramp in 2028, and estimated its unit price is about 30% higher than Humufish, potentially adding to MediaTek’s 2028 operating momentum.
Disclaimer:
1. The information provided does not constitute investment advice. Investors should make independent decisions and bear all risks themselves.
2. The copyright of this content belongs to the original author. The views expressed herein are solely those of the author and do not represent the stance or position of this website.
Previous article：
渣打：美联储或年内维持利率不变
