Ge Long Hui A P P·2025-12-15 03:13Core Viewpoint - The demand for Google's Tensor Processing Units (TPUs) has significantly increased, leading to a substantial rise in orders for the next-generation TPU v7e from MediaTek, with order volumes surging several times compared to initial plans [1] Group 1: Company Developments - Google has expanded its collaboration with MediaTek to customize the new generation TPU v7e, with orders increasing dramatically [1] - MediaTek's first TPU v7e is set to enter risk trial production by the end of the next quarter [1] - MediaTek has also secured orders for Google's next-generation TPU v8e [1] Group 2: Industry Impact - TSMC is providing advanced packaging capacity support for MediaTek's large orders, with a projected increase of over 7 times in CoWoS capacity for the Google project by 2027 [1] - TSMC has refrained from commenting on specific customer business details [1]