Google’s new TPU chips, 8t and 8i, mean AI server makers Celestica, Inventec, Foxconn will start readying for 2nd half 2026 production, while component makers AVC, Cooler Master, others will begin production in the 2nd quarter ahead of assembly, media report, adding Google TPUs are expected to take 46% of the ASIC accelerator market in 2026, around 3.33 million units, with the TPU v7 accounting for 89% of Google’s 2026 TPU shipments. AI server growth for systems based on custom ASIC chips is expected to hit 64.2% this year, with 43.8% growth for GPU-based servers. $Alphabet(GOOGL.US) $Celestica(CLS.US) $NVIDIA(NVDA.US) $Taiwan Semiconductor(TSM.US) #Foxconn #Inventec #AVC #CoolerMaster #semiconductors

Source: Dan Nystedt