台湾经济日报：供应链最新消息指出，随着谷歌张量处理器（TPU）需求大涨，谷歌扩大了对联发科合作定制新一代TPU v7e的订单，订单量比原规划激增数倍。消息称，联发科为谷歌操刀定制的首款TPU v7e将于下季度末进入风险性试产，并再拿下谷歌下一代TPU v8e的订单。2027年台积电提供给联发科谷歌项目的CoWoS产能更将暴增7倍以上。外汇交易员 (@myfxtrader):谷歌正大幅加紧在AI芯片竞赛中与英伟达展开竞争，而Meta正成为其潜在的数十亿美元客户。多年来，谷歌一直将其定制TPU限制在自家云数据中心内使用，并对外出租算力。但据The https://t.co/D2wxUlbHSQ ...

Group 1 - Media reports indicate that MediaTek has partnered with Alphabet's unit to design Tensor Processing Units (TPUs), which are seen as potential competitors to NVIDIA's chips in the AI application field [1] - MediaTek is known for smartphone chips, but faces pressure on gross margins due to uncertain demand, intense competition, and high R&D costs; however, AI-related news has provided some relief for its stock price, which has still declined by approximately 1.4% this year [1] - Morgan Stanley analysts upgraded MediaTek's rating from "Equal Weight" to "Overweight," citing that the growth of Google TPUs should offset headwinds in the smartphone market in the long term [1] Group 2 - UBS analysts raised their 2027 sales forecast for MediaTek's TPUs from $1.8 billion to $4 billion, predicting that these chips will account for 20% of the company's operating profit by 2028, contingent on MediaTek's execution with Google [2] - Recent interest has been fueled by reports that Meta is discussing the adoption of Google TPUs in data centers by 2027; UBS believes MediaTek has further growth potential in additional ASIC projects with Meta [2] - Overall, foreign investors remain optimistic about MediaTek, with 23 firms maintaining a "Buy" rating and 10 firms a "Hold" rating, while no firms have issued a "Sell" rating; analysts from Macquarie Group express a preference for investing in MediaTek and other Google partners over NVIDIA's supply chain [2]

Group 1 - OpenAI has placed a $10 billion order for new AI self-developed chips with Broadcom, aiming to reduce reliance on Nvidia and enhance its AI server capabilities [1] - OpenAI plans to produce its own AI chips for the first time next year, with the chips designed in collaboration with Broadcom, expected to be shipped next year [1] - Foxconn (Hon Hai) has set a target for AI server-related revenue to exceed NT$1 trillion this year, benefiting from increasing ASIC server orders [1] Group 2 - OpenAI has revised its spending forecast for this year to over $8 billion, an increase of approximately $1.5 billion from previous estimates, and expects spending to exceed $17 billion next year [2] - Google is accelerating the deployment of its TPU and has reached an agreement with Fluidstack to install TPUs in its New York data center, receiving up to $3.2 billion in funding support [2] - Foxconn is the largest contract manufacturer for Nvidia's GPU servers and has secured ASIC server orders from major U.S. cloud service providers, with expectations to expand its footprint in the ASIC server market as OpenAI enters the competition [2]

Group 1: Nvidia - Nvidia has faced production issues with the GB200 NVL72 rack, leading to a second reduction in its CoWoS supply and shipments falling below targets [1] - KeyBanc analysts expect Nvidia's Q2 revenue to be $45.1 billion, slightly below market expectations of $45.6 billion, but anticipate a Q3 guidance of $53.5 billion, exceeding the FactSet consensus of $51.8 billion [3] - Market sentiment remains positive due to Nvidia's strong position in the generative AI sector, with investors focusing on its business in China, the impact of U.S. export controls, and feedback on the Blackwell platform and NVLink technology [3] Group 2: AMD - KeyBanc forecasts AMD's Q2 revenue to be $7.51 billion, above market expectations of $7.41 billion, with Q3 guidance expected to reach $8.63 billion, also higher than the consensus of $8.25 billion [4] - Despite maintaining an "equal weight" rating due to uncertainties in the data center GPU business and potential weakness in PC sales, AMD has made progress in the AI market [4] - Investors are expected to focus on customer feedback for the MI355 chip, annual AI-related revenue forecasts, traditional server business performance, and future plans for the MI400 series [4] Group 3: Broadcom - KeyBanc anticipates Broadcom's Q3 revenue to be $15.8 billion, in line with market expectations, while Q4 revenue is projected to reach $17.7 billion, surpassing the consensus of $17 billion [5] - Investors will be monitoring Broadcom's AI business outlook, ASIC order backlog, customer collaborations, and updates related to trade tensions with China and the development of the iPhone 17 in partnership with Apple [5] Group 4: Qualcomm and Monolithic Power Systems - KeyBanc holds a cautious outlook on Qualcomm and Monolithic Power Systems, with Monolithic expected to regain some market share on Nvidia's Blackwell Ultra HGX platform, but overall market share growth is limited due to a decline in enterprise data business [6] - Qualcomm's performance in the June quarter is expected to benefit from short-term gains due to subsidies for Chinese head-mounted devices, but guidance for the September quarter may be lowered as subsidy funds decrease [6] - Overall sentiment towards Qualcomm is negative, with concerns over Apple's in-house baseband chip development and a slowdown in Android smartphone demand impacting future performance guidance [6]