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Google Tensor Processing Unit / variant

TPU v7p Ironwood

Currently-shipping Broadcom-designed training TPU; 192 GB HBM3e per chip, 4.6 PFLOPS FP8, 9216-chip superpod [8].

Cooling
liquid
Optics
—
Form factor
rack
TDP
600 W
Process
TSMC N3
Launch
2025 H2 → 2026 ramp

出貨量預估

區間 + 信心水準 + 來源;不同分析師、不同時點的預估會並列。

期間出貨量 (low–mid–high)ASP (USD)信心來源
2026 FY3000k–3500k–4000k0.01MmediumTheNextWeb 2026-04-22 + Trendforce 2025-11-07

Server-level BOM

每行 = 單一機台的零組件 slot。share % 是該供應商在此 component 的估計份額。

Compute

GPU / CPU dies — the headline silicon.

1 項零組件
  • GPU compute diegating

    Broadcom-designed; TSMC N3.

    ×1 die· silicon
    99%
    AV
    AVGO
    Broadcom
    $481.57
    +4.70%
    99%
    23
    2330.TW
台積電
NT$2,425
+1.89%

Memory

HBM stacks attached to the compute die.

1 項零組件
  • HBM3e stacksgating

    192 GB per chip; 8-high stacks.

    ×8 stack· HBM3e
    99%
    00
    005930.KSalt
    Samsung Electronics
    ₩360,500
    +3.30%
    99%
    00
    000660.KS
    SK Hynix
    ₩2,360,000
    -0.13%
    99%
    MU
    MUalt
    Micron Technology
    $1,064
    +2.76%

Packaging & Substrate

Advanced packaging (CoWoS-L) + ABF substrate.

1 項零組件
  • CoWoS-Sgatingtgv-glass-substrate

    TSMC advanced packaging.

    ×1 unit
    99%
    23
    2330.TW
    台積電
    NT$2,425
    +1.89%