MediaTek TPU orders rise as chip capacity war intensifies

MediaTek's Google TPU business keeps growing, but supply-chain sources say capacity is the real constraint as chipmakers and cloud providers compete for output in Taiwan's Hsinchu Science Park. Google TPU reportedly pays back its investment in one year, creating upside for MediaTek and Broadcom ASIC revenues.

• MediaTek's Google TPU orders keep rising, limited by Hsinchu capacity
• Google TPU pays back investment in about 1 year
• TSMC 3nm, 2nm and CoWoS capacity stays tight
• AWS, MediaTek and Google shift capacity allocations