MediaTek won primary orders for Google’s TPU v9 chips by delivering a custom 336G SerDes solution after Broadcom’s more ambitious 448G SerDes missed the production timeline, media report, citing unnamed industry sources. Google had originally planned to adopt 448G but switched to a 336G transitional spec due to signal integrity, power, and thermal challenges. The sources note the DSP required for 448G optical modules may need a 2nm process, delaying volume production until 2028–2029. $Alphabet(GOOGL.US) $Broadcom(AVGO.US) #Mediatek #semiconductors
Source: Dan Nystedt
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