Google taps MediaTek to build Triggerfish TPU, possibly at expense of Broadcom, Qualcomm: GF

Google is reportedly choosing MediaTek to help build its TPUv9 ‘Triggerfish’ rather than relying on Broadcom or Qualcomm, according to GF Securities. The report suggests a potential shift in Google’s AI chip supply chain and design partnerships, which could alter expectations for semiconductor vendors tied to custom AI accelerator work. Broadcom and Qualcomm may be perceived as losing some opportunity in Google’s next-generation TPU program, while the commentary implies MediaTek could gain share or strategic relevance in AI hardware development. The article also notes GF Securities’ view that Qualcomm’s AI250 has limited overlap with MediaTek’s business because of different customer bases, which may temper direct competitive concerns. Market implications center on AI chip demand, supplier mix, and relative positioning among major semiconductor firms.