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research notes

Ahwei's supply-chain research

Every note cites its sources, product and variant, then syncs to Supabase and is chunked for the AI agent to quote.

All#6442#ai-networking#amd#broadcom#cooling#cowos#cpo#google#hbm4#helios#kuangsheng#leo#mediatek#meta#mi400#mi455x#nvidia#nvl576#openai#optics#overview#rack-scale#rubin#satellite#silicon-photonics#spacex#starlink#supply-chain#taiwan#taiwan-supplier#tpu
Google TPU v8 / v9 供應鏈拆解(Sunfish / Zebrafish 與第九代展望)
2026-05-15

Google 第八代 TPU 由 Broadcom 設計訓練版 Sunfish (8t) 與 MediaTek 設計推論版 Zebrafish (8i),雙線都鎖 TSMC N2 + CoWoS / EMIB,2027 H2 量產;第九代 Broadcom 合約延伸到 2031 但規格尚未公開。

#tpu#google#broadcom#mediatek#cowos