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標題：Broadcom shares dip on potential Google partnership shift

來源：investing
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內文：

Investing.com -- Broadcom (NASDAQ: NASDAQ:AVGO) shares fell 1.3% amid news tha
t Google (NASDAQ:GOOGL) may partner with MediaTek for the production of the ne
xt version of its Tensor Processing Units (TPUs), potentially diminishing Broa
dcom’s share in the lucrative AI chip market. While Broadcom has been Google
’s exclusive partner for AI chips over the past nine years, the new arrangeme
nt with MediaTek, reported by The Information, could see Broadcom having to sh
are the TPU business with a competitor.
The report indicates that Google’s decision to consider MediaTek stems from c
ost savings and the Taiwanese firm’s strong relationship with Taiwan Semicond
uctor Manufacturing Co. (TSMC), which manufactures the chips. Despite this dev
elopment, Broadcom remains in discussions with Google to continue co-designing
 some of the AI chips. However, the prospect of shared business comes at a tim
e when Broadcom has been publicly highlighting the potential billions in reven
ue from TPUs and custom AI chips in the coming years.
TPUs have been key to Google’s AI strategy, reducing its reliance on Nvidia (
NASDAQ:NVDA) and providing a competitive edge as demand for AI capabilities sk
yrockets. Google’s investment in TPUs is significant, with spending estimated
 between $6 billion and $9 billion last year. Although Google may shift some o
f its chip orders to MediaTek, it remains one of Nvidia’s largest customers,
renting out chips to cloud customers and utilizing them internally.
The move by Google reflects the intense competition and innovation in the AI c
hip industry, where companies like Nvidia and Google are vying for dominance w
ith large language models and other AI applications. The potential change in G
oogle’s partnership for TPU production underscores the dynamic nature of the
tech industry’s supply chain relationships and the ongoing search for cost ef
ficiencies and strategic advantages.









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※ 作者: KIMBEOM 2025-03-17 21:30:33
※ 文章代碼(AID): #1ds2FzYK (Stock)
※ 文章網址: https://www.ptt.cc/bbs/Stock/M.1742218237.A.894.html