Analysis: Intel is only responsible for packaging Google TPUs, while the logic chips are still produced by TSMC
According to Odaily, Citrini analyst Jukan posted on X stating that he cannot understand why relevant research reports describe Intel as "manufacturing" Google's TPU v9. To his knowledge, Intel is only responsible for packaging, while the logic chips are still produced by TSMC.
Google placed an order with Intel for over 3 million TPUs, and both Google and NVIDIA are considering listing Intel as a backup chip manufacturing partner. Intel's stock price rose as high as $113 and has now fallen back to $107.
Note: The original report was titled, "Google secures Intel for over 3 million AI chips".
Disclaimer: The content of this article solely reflects the author's opinion and does not represent the platform in any capacity. This article is not intended to serve as a reference for making investment decisions.
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