Analysis: Intel is only responsible for packaging Google's TPU; the logic chips are still produced by TSMC

Odaily Planet Daily News: Citrini analyst Jukan posted on X platform, stating that they cannot understand why some research reports describe Intel as "manufacturing" Google's TPU v9. According to their knowledge, Intel is only responsible for the packaging work, while the logic chips are still produced by TSMC.

Google has placed orders with Intel for over 3 million TPUs. Google and Nvidia are considering Intel as a backup chip manufacturing partner. Intel rose to a high of 113 USD, now retreating to 107 USD.

Note: The original report stated, "Google secures Intel for over 3 million AI chips."