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

Odaily Planet Daily reported that Citrini analyst Jukan posted on the X platform, stating that he cannot understand why a certain research report described Intel as "manufacturing" Google's TPU v9. 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 TPU chips. Google and Nvidia are considering Intel as a backup chip manufacturing partner. Intel's stock price rose to a high of $113 and has now fallen back to $107.

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