Analysis: Intel Only Handles Packaging for Google’s TPU; Logic Chips Still Produced by TSMC

Odaily reported that Citrini analyst Jukan posted on X platform, stating he cannot understand why related research reports describe Intel as “manufacturing” Google’s TPU v9. According to his knowledge, Intel is only responsible for the packaging work, while the logic chips are still produced by TSMC.

Google has placed an order with Intel for over 3 million TPUs, and both Google and Nvidia are considering Intel as a backup chip manufacturing partner. Intel’s stock price briefly rose to a high of $113, but has since fallen back to $107.

Note: The original relevant report reads: “Google secures Intel for over 3 million AI chips.”