MediaTek's Google TPU v9 may slip on glass substrate yields, 2026 orders strong

Market reports suggest MediaTek's TPU v9 project for Google could see volume production delayed as Google revises the chip's design and glass substrate yields remain an issue. Orders for 2026 reportedly remain strong.

• MediaTek is building Google's TPU v9; volume production may be delayed
• Causes cited are a design revision and low glass substrate yields
• 2026 orders reportedly remain strong despite the risk